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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
17+ 340.0% |
$904 - $1.02K
|
22
$1.93K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
16+ 0.39% |
$851 - $958
|
4.15K
$365K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 0.57% |
$798 - $898
|
2.66K
$234K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 0.14% |
$691 - $778
|
9.13K
$802K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$585 - $659
|
11
$967
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$532 - $599
|
16.2K
$1.42M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.14% |
$372 - $419
|
4.92K
$432K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.45% |
$319 - $359
|
1.34K
$118K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$319 - $359
|
6
$527
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 0.57% |
$319 - $359
|
1.07K
$93.6K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.58% |
$319 - $359
|
1.04K
$91.7K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.46% |
$160 - $180
|
657
$57.8K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.02% |
$106 - $120
|
8.42K
$740K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.81% |
$53.2 - $59.9
|
125
$11K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.05% |
$53.2 - $59.9
|
2.02K
$177K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 2.5% |
$53.2 - $59.9
|
41
$3.6K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.85% |
$53.2 - $59.9
|
55
$4.83K
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.67% |
$53.2 - $59.9
|
150
$13.2K
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$53.2 - $59.9
|
6.7K
$589K
|
|
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
$93.6K
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-30- 0.18% |
$1.6K - $1.8K
|
16.9K
$1.49M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-40- 0.39% |
$2.13K - $2.4K
|
10.3K
$907K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40- 0.02% |
$2.13K - $2.4K
|
219K
$19.3M
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-46- 0.48% |
$2.45K - $2.75K
|
9.53K
$838K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-47- 0.86% |
$2.5K - $2.81K
|
5.42K
$476K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 55.63% |
$4.2K - $4.73K
|
63
$5.54K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-95- 2.0% |
$5.05K - $5.69K
|
4.65K
$408K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-128- 0.52% |
$6.81K - $7.66K
|
24.3K
$2.14M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-137- 1.21% |
$7.28K - $8.2K
|
11.2K
$981K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-175- 62.95% |
$9.3K - $10.5K
|
103
$9.05K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-177- 1.27% |
$9.41K - $10.6K
|
13.7K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-183- 0.79% |
$9.73K - $11K
|
23K
$2.02M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-191- 1.2% |
$10.2K - $11.4K
|
15.7K
$1.38M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-212- 3.53% |
$11.3K - $12.7K
|
5.79K
$509K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-217- 18.41% |
$11.5K - $13K
|
962
$84.6K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-224- 29.75% |
$11.9K - $13.4K
|
529
$46.5K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-228- 14.16% |
$12.1K - $13.7K
|
1.38K
$121K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-275- 15.14% |
$14.6K - $16.5K
|
1.54K
$135K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-300- 60.0% |
$16K - $18K
|
200
$17.6K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-370- 4.59% |
$19.7K - $22.2K
|
7.68K
$675K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-462- 1.55% |
$24.6K - $27.7K
|
29.4K
$2.58M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-582- 19.34% |
$30.9K - $34.9K
|
2.43K
$213K
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-587- 3.61% |
$31.2K - $35.1K
|
15.7K
$1.38M
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-689- 9.8% |
$36.6K - $41.3K
|
6.34K
$557K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-714- 10.1% |
$38K - $42.8K
|
6.35K
$558K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-778- 22.31% |
$41.4K - $46.6K
|
2.71K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-1K- 12.2% |
$53.2K - $59.9K
|
7.2K
$633K
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.04K- 6.96% |
$55.3K - $62.3K
|
13.9K
$1.22M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 5.61% |
$56.6K - $63.7K
|
17.9K
$1.57M
|