Purchases and Sales Made in Q4 2021 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2.78KNew |
$194K - $221K
|
2.78K
$289K
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.78K+ 57.58% |
$194K - $221K
|
7.61K
$791K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2.72KNew |
$189K - $216K
|
2.72K
$282K
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.71K+ 0.7% |
$189K - $215K
|
390K
$40.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68KNew |
$187K - $213K
|
2.68K
$279K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.68K+ 18.32% |
$187K - $213K
|
17.3K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.68KNew |
$187K - $213K
|
2.68K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.56K+ 0.66% |
$178K - $204K
|
393K
$40.9M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.41K+ 45.86% |
$168K - $191K
|
7.65K
$796K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.36K+ 76.62% |
$164K - $188K
|
5.44K
$566K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.22K+ 52.77% |
$155K - $177K
|
6.43K
$668K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.22K+ 52.77% |
$155K - $177K
|
6.43K
$668K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.08KNew |
$145K - $165K
|
2.08K
$216K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$140K - $160K
|
2.02K
$210K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.95KNew |
$136K - $155K
|
1.95K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.85K+ 21.53% |
$129K - $147K
|
10.5K
$1.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82K+ 17.81% |
$127K - $145K
|
12.1K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 14.91% |
$121K - $138K
|
13.4K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.49K+ 31.86% |
$104K - $118K
|
6.16K
$641K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
1.44KNew |
$101K - $115K
|
1.44K
$150K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.41KNew |
$98.4K - $112K
|
1.41K
$147K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.41K+ 0.77% |
$98.2K - $112K
|
184K
$19.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.39K+ 17.86% |
$96.8K - $110K
|
9.16K
$953K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.3K+ 13.4% |
$90.3K - $103K
|
11K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.16KNew |
$80.5K - $92K
|
1.16K
$120K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 10.03% |
$79.4K - $90.7K
|
12.5K
$1.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 9.79% |
$73.9K - $84.3K
|
11.9K
$1.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06KNew |
$73.9K - $84.3K
|
1.06K
$110K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.05K+ 4.26% |
$73.1K - $83.4K
|
25.7K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
979+ 10.73% |
$68.2K - $77.9K
|
10.1K
$1.05M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
945+ 2.9% |
$65.8K - $75.2K
|
33.6K
$3.49M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
867+ 1.34% |
$60.4K - $69K
|
65.6K
$6.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
804+ 11.8% |
$56K - $64K
|
7.62K
$792K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
800New |
$55.7K - $63.6K
|
800
$83.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
791+ 2.01% |
$55.1K - $62.9K
|
40.2K
$4.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
723New |
$50.4K - $57.5K
|
723
$75.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
685+ 4281.25% |
$47.7K - $54.5K
|
701
$72.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
675+ 5.82% |
$47K - $53.7K
|
12.3K
$1.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
668New |
$46.5K - $53.1K
|
668
$69.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
608+ 21.25% |
$42.4K - $48.4K
|
3.47K
$361K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
601New |
$41.9K - $47.8K
|
601
$62.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
565+ 2.82% |
$39.4K - $44.9K
|
20.6K
$2.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
540+ 1.55% |
$37.6K - $43K
|
35.4K
$3.68M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
539+ 6.37% |
$37.6K - $42.9K
|
9K
$936K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
500New |
$34.8K - $39.8K
|
500
$52K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
498New |
$34.7K - $39.6K
|
498
$51.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
452+ 1.07% |
$31.5K - $36K
|
42.8K
$4.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
410New |
$28.6K - $32.6K
|
410
$42.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
404+ 1.27% |
$28.1K - $32.1K
|
32.2K
$3.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
401New |
$27.9K - $31.9K
|
401
$41.7K
|