Purchases and Sales Made in Q3 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 GROWTH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24.5K+ 103.44% |
$1.66M - $1.8M
|
48.2K
$4.88M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
23.6K+ 11.71% |
$1.6M - $1.73M
|
225K
$22.8M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
23.6K+ 14.04% |
$1.6M - $1.73M
|
192K
$19.4M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.2K+ 11.65% |
$1.44M - $1.56M
|
203K
$20.6M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20.1K+ 11.01% |
$1.36M - $1.47M
|
202K
$20.5M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
18.5K+ 8.52% |
$1.25M - $1.36M
|
235K
$23.9M
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
18K+ 8.23% |
$1.22M - $1.32M
|
237K
$24.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18K+ 8.39% |
$1.22M - $1.32M
|
232K
$23.5M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
16.5KNew |
$1.12M - $1.21M
|
16.5K
$1.67M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
15.5KNew |
$1.05M - $1.14M
|
15.5K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.3K+ 16.44% |
$1.04M - $1.12M
|
108K
$11M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
14.7K+ 210.59% |
$1M - $1.08M
|
21.7K
$2.2M
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
13.5KNew |
$913K - $988K
|
13.5K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12KNew |
$812K - $878K
|
12K
$1.21M
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
11.9K+ 5.85% |
$809K - $876K
|
216K
$21.9M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
11.8KNew |
$799K - $864K
|
11.8K
$1.19M
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
11.5K+ 12.96% |
$779K - $843K
|
100K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11.4K+ 3.0% |
$774K - $837K
|
391K
$39.7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.4K+ 3.19% |
$772K - $836K
|
369K
$37.4M
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
10.2K+ 100.0% |
$691K - $747K
|
20.4K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.34K+ 6.35% |
$634K - $685K
|
156K
$15.9M
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
9.05K+ 147.58% |
$614K - $664K
|
15.2K
$1.54M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.82K+ 42.7% |
$599K - $647K
|
29.5K
$2.99M
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.71K+ 1.39% |
$591K - $639K
|
634K
$64.3M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.54K+ 5.2% |
$579K - $627K
|
173K
$17.5M
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
8.45KNew |
$573K - $620K
|
8.45K
$857K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.72K+ 262.22% |
$524K - $566K
|
10.7K
$1.08M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.7K+ 40.24% |
$522K - $565K
|
26.8K
$2.72M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.69K+ 2.98% |
$522K - $564K
|
266K
$26.9M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
7.47K+ 4.93% |
$507K - $548K
|
159K
$16.1M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
7.47K+ 55.69% |
$507K - $548K
|
20.9K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
7.24K+ 31.19% |
$492K - $532K
|
30.5K
$3.09M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.01K+ 6.32% |
$475K - $514K
|
118K
$12M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.79K+ 38.04% |
$461K - $498K
|
24.6K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.59KNew |
$447K - $484K
|
6.59K
$668K
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6.42KNew |
$436K - $471K
|
6.42K
$651K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.26K+ 0.53% |
$425K - $460K
|
1.18M
$120M
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
6.26KNew |
$425K - $460K
|
6.26K
$635K
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.99K+ 1.95% |
$406K - $440K
|
314K
$31.8M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.66K+ 65.79% |
$384K - $415K
|
14.3K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.16KNew |
$350K - $379K
|
5.16K
$524K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.12KNew |
$347K - $376K
|
5.12K
$519K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.81K+ 4.6% |
$326K - $353K
|
109K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.72K+ 13.16% |
$320K - $346K
|
40.6K
$4.12M
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
4.51KNew |
$306K - $331K
|
4.51K
$458K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.5K+ 0.41% |
$306K - $330K
|
1.1M
$111M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.5K+ 0.41% |
$306K - $330K
|
1.1M
$111M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.4K+ 4.6% |
$299K - $323K
|
100K
$10.2M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.3K+ 13.86% |
$292K - $315K
|
35.3K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.25K+ 17.34% |
$289K - $312K
|
28.8K
$2.92M
|