Purchases and Sales Made in Q4 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.92M+ 265.83% |
$523M - $620M
|
10.9M
$1.14B
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
394K+ 20.58% |
$26.1M - $30.9M
|
2.31M
$242M
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
333K+ 8072.19% |
$22M - $26.1M
|
337K
$35.3M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
326K+ 6.83% |
$21.6M - $25.6M
|
5.1M
$534M
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
257KNew |
$17M - $20.1M
|
257K
$26.9M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
216K+ 7.01% |
$14.3M - $16.9M
|
3.29M
$345M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
207K+ 35.88% |
$13.7M - $16.2M
|
784K
$82.2M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
205K+ 4.17% |
$13.6M - $16.1M
|
5.13M
$537M
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
190KNew |
$12.6M - $14.9M
|
190K
$19.9M
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
169KNew |
$11.2M - $13.2M
|
169K
$17.7M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 5.1% |
$11M - $13M
|
3.42M
$359M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
159K+ 31.79% |
$10.5M - $12.5M
|
661K
$69.3M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
159KNew |
$10.5M - $12.5M
|
159K
$16.7M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
159KNew |
$10.5M - $12.4M
|
159K
$16.7M
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
138KNew |
$9.13M - $10.8M
|
138K
$14.5M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
137K+ 654.1% |
$9.07M - $10.8M
|
158K
$16.6M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
99K+ 3.12% |
$6.54M - $7.76M
|
3.27M
$343M
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
89.5KNew |
$5.92M - $7.01M
|
89.5K
$9.38M
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
86.9KNew |
$5.75M - $6.81M
|
86.9K
$9.11M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
82.9K+ 41.47% |
$5.48M - $6.49M
|
283K
$29.6M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77.4K+ 5.84% |
$5.12M - $6.07M
|
1.4M
$147M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
76.8K+ 20.85% |
$5.08M - $6.02M
|
445K
$46.7M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
72.9K+ 31.43% |
$4.82M - $5.71M
|
305K
$32M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
71.9KNew |
$4.75M - $5.63M
|
71.9K
$7.54M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.5K+ 12.37% |
$4.66M - $5.52M
|
641K
$67.1M
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
70.1KNew |
$4.63M - $5.49M
|
70.1K
$7.34M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66.5K+ 3450.47% |
$4.4M - $5.21M
|
68.5K
$7.17M
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
63.7KNew |
$4.21M - $4.99M
|
63.7K
$6.67M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62.4K+ 30.72% |
$4.12M - $4.89M
|
265K
$27.8M
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
62.3KNew |
$4.12M - $4.88M
|
62.3K
$6.53M
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
60.5K+ 17.05% |
$4M - $4.74M
|
415K
$43.5M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
58.6K+ 1947.94% |
$3.87M - $4.59M
|
61.6K
$6.46M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57.9K+ 15.83% |
$3.83M - $4.54M
|
424K
$44.4M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57.7KNew |
$3.82M - $4.52M
|
57.7K
$6.05M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
57.4K+ 1.36% |
$3.79M - $4.49M
|
4.27M
$448M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
57K+ 1.85% |
$3.76M - $4.46M
|
3.14M
$329M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
55.9KNew |
$3.69M - $4.38M
|
55.9K
$5.86M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.1K+ 13.35% |
$3.64M - $4.32M
|
468K
$49M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
53.8K+ 23.57% |
$3.55M - $4.21M
|
282K
$29.5M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
50.4K+ 21.4% |
$3.33M - $3.95M
|
286K
$30M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
49.9K+ 22.17% |
$3.3M - $3.91M
|
275K
$28.8M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
49.9K+ 313.45% |
$3.3M - $3.91M
|
65.8K
$6.89M
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
49.8KNew |
$3.29M - $3.9M
|
49.8K
$5.22M
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
44.2K+ 8.68% |
$2.92M - $3.46M
|
554K
$58M
|
|
Mar 14, 2024
Q4 2023
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
44.1KNew |
$2.92M - $3.46M
|
44.1K
$4.62M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44K+ 0.41% |
$2.91M - $3.44M
|
10.7M
$1.12B
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
40.6KNew |
$2.68M - $3.18M
|
40.6K
$4.25M
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
38K+ 3.22% |
$2.51M - $2.98M
|
1.22M
$128M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
38K+ 43.69% |
$2.51M - $2.97M
|
125K
$13.1M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
37.4KNew |
$2.47M - $2.93M
|
37.4K
$3.92M
|