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 |
---|---|---|---|---|---|---|---|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
88+ 0.24% |
$5.97K - $6.46K
|
36.1K
$3.87M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
87New |
$5.9K - $6.39K
|
87
$9.32K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
87+ 1.48% |
$5.9K - $6.39K
|
5.95K
$638K
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
83+ 0.21% |
$5.63K - $6.09K
|
39.5K
$4.23M
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
78+ 0.53% |
$5.29K - $5.73K
|
14.8K
$1.58M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
75+ 1.46% |
$5.09K - $5.51K
|
5.21K
$558K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
73New |
$4.95K - $5.36K
|
73
$7.82K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
70New |
$4.75K - $5.14K
|
70
$7.5K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
67+ 2.64% |
$4.55K - $4.92K
|
2.6K
$279K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
58+ 8.0% |
$3.94K - $4.26K
|
783
$83.9K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
53+ 1.15% |
$3.6K - $3.89K
|
4.66K
$499K
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
46+ 0.68% |
$3.12K - $3.38K
|
6.83K
$732K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
43New |
$2.92K - $3.16K
|
43
$4.61K
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
34+ 3.3% |
$2.31K - $2.5K
|
1.07K
$114K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
28+ 0.7% |
$1.9K - $2.06K
|
4.06K
$434K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
27+ 0.15% |
$1.83K - $1.98K
|
18K
$1.93M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$1.36K - $1.47K
|
20
$2.14K
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
18+ 0.13% |
$1.22K - $1.32K
|
14K
$1.5M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16+ 2.87% |
$1.09K - $1.17K
|
573
$61.4K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
15+ 0.16% |
$1.02K - $1.1K
|
9.69K
$1.04M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.19% |
$950 - $1.03K
|
7.45K
$798K
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
10+ 0.13% |
$679 - $734
|
7.67K
$822K
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
10+ 0.02% |
$679 - $734
|
45.8K
$4.91M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8New |
$543 - $587
|
8
$857
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7+ 0.18% |
$475 - $514
|
3.89K
$417K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6+ 0.16% |
$407 - $440
|
3.77K
$404K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6+ 0.09% |
$407 - $440
|
6.92K
$742K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 0.22% |
$407 - $440
|
2.67K
$286K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 0.94% |
$271 - $294
|
428
$45.9K
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.04% |
$271 - $294
|
9.14K
$980K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$271 - $294
|
14.2K
$1.52M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4+ 0.12% |
$271 - $294
|
3.23K
$347K
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.03% |
$204 - $220
|
10.7K
$1.14M
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
2+ 0.01% |
$136 - $147
|
14.7K
$1.58M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.06% |
$136 - $147
|
3.11K
$333K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.09% |
$67.9 - $73.4
|
1.07K
$115K
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$67.9 - $73.4
|
7.21K
$772K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.28% |
$67.9 - $73.4
|
353
$37.8K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$67.9 - $73.4
|
1.03K
$110K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.82% |
$67.9 - $73.4
|
56
$6K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 1.11% |
$339 - $367
|
446
$47.8K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-10- 0.04% |
$679 - $734
|
28.4K
$3.04M
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10- 3.06% |
$679 - $734
|
317
$34K
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-14- 0.47% |
$950 - $1.03K
|
2.97K
$318K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-26Closed |
$1.76K - $1.91K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-28- 14.89% |
$1.9K - $2.06K
|
160
$17.1K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-29- 0.14% |
$1.97K - $2.13K
|
21K
$2.25M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 2.87% |
$4.21K - $4.55K
|
2.1K
$225K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-72- 93.51% |
$4.89K - $5.28K
|
5
$536
|