Purchases and Sales Made in Q4 2022 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$585 - $659
|
11
$1.18K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$532 - $599
|
16.2K
$1.73M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.14% |
$372 - $419
|
4.92K
$526K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 0.57% |
$319 - $359
|
1.07K
$114K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.58% |
$319 - $359
|
1.04K
$112K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$319 - $359
|
6
$642
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.45% |
$319 - $359
|
1.34K
$143K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.46% |
$160 - $180
|
657
$70.3K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.02% |
$106 - $120
|
8.42K
$901K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.67% |
$53.2 - $59.9
|
150
$16K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.81% |
$53.2 - $59.9
|
125
$13.4K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.85% |
$53.2 - $59.9
|
55
$5.88K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.5% |
$53.2 - $59.9
|
41
$4.39K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.05% |
$53.2 - $59.9
|
2.02K
$216K
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$53.2 - $59.9
|
6.7K
$717K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 0.19% |
$106 - $120
|
1.07K
$114K
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-30- 0.18% |
$1.6K - $1.8K
|
16.9K
$1.81M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-40- 0.39% |
$2.13K - $2.4K
|
10.3K
$1.1M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 0.02% |
$2.13K - $2.4K
|
219K
$23.4M
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-46- 0.48% |
$2.45K - $2.75K
|
9.53K
$1.02M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47- 0.86% |
$2.5K - $2.81K
|
5.42K
$580K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 55.63% |
$4.2K - $4.73K
|
63
$6.74K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-95- 2.0% |
$5.05K - $5.69K
|
4.65K
$497K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-128- 0.52% |
$6.81K - $7.66K
|
24.3K
$2.6M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-137- 1.21% |
$7.28K - $8.2K
|
11.2K
$1.19M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-175- 62.95% |
$9.3K - $10.5K
|
103
$11K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-177- 1.27% |
$9.41K - $10.6K
|
13.7K
$1.47M
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-183- 0.79% |
$9.73K - $11K
|
23K
$2.46M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-191- 1.2% |
$10.2K - $11.4K
|
15.7K
$1.68M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-212- 3.53% |
$11.3K - $12.7K
|
5.79K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-217- 18.41% |
$11.5K - $13K
|
962
$103K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-224- 29.75% |
$11.9K - $13.4K
|
529
$56.6K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-228- 14.16% |
$12.1K - $13.7K
|
1.38K
$148K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-275- 15.14% |
$14.6K - $16.5K
|
1.54K
$165K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-300- 60.0% |
$16K - $18K
|
200
$21.4K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-370- 4.59% |
$19.7K - $22.2K
|
7.68K
$822K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-462- 1.55% |
$24.6K - $27.7K
|
29.4K
$3.14M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-582- 19.34% |
$30.9K - $34.9K
|
2.43K
$260K
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-587- 3.61% |
$31.2K - $35.1K
|
15.7K
$1.67M
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-689- 9.8% |
$36.6K - $41.3K
|
6.34K
$678K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-714- 10.1% |
$38K - $42.8K
|
6.35K
$680K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-778- 22.31% |
$41.4K - $46.6K
|
2.71K
$290K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1K- 12.2% |
$53.2K - $59.9K
|
7.2K
$770K
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.04K- 6.96% |
$55.3K - $62.3K
|
13.9K
$1.49M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 5.61% |
$56.6K - $63.7K
|
17.9K
$1.91M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.08K- 17.86% |
$57.2K - $64.4K
|
4.94K
$529K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.3K- 9.01% |
$69.3K - $78.1K
|
13.2K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.34K- 61.88% |
$71K - $80K
|
823
$88K
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-1.38K- 4.65% |
$73.5K - $82.8K
|
28.4K
$3.03M
|