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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
37.2K+ 41.56% |
$2.46M - $2.91M
|
127K
$13.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
36.1KNew |
$2.39M - $2.83M
|
36.1K
$3.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
35.1K+ 22.81% |
$2.32M - $2.75M
|
189K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
33.3KNew |
$2.2M - $2.61M
|
33.3K
$3.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
33.2K+ 201.33% |
$2.19M - $2.6M
|
49.7K
$5.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
32.5KNew |
$2.15M - $2.55M
|
32.5K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.2K+ 12.52% |
$2M - $2.37M
|
271K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.4K+ 260.55% |
$1.88M - $2.22M
|
39.3K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
27.1KNew |
$1.79M - $2.12M
|
27.1K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
26.7KNew |
$1.76M - $2.09M
|
26.7K
$2.78M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
25.7KNew |
$1.7M - $2.01M
|
25.7K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.9K+ 2.37% |
$1.65M - $1.95M
|
1.08M
$112M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
23.5KNew |
$1.55M - $1.84M
|
23.5K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.8K+ 13.12% |
$1.51M - $1.78M
|
196K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.4K+ 13.69% |
$1.48M - $1.75M
|
186K
$19.3M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
22.3K+ 24.41% |
$1.48M - $1.75M
|
114K
$11.8M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21.6K+ 41.63% |
$1.42M - $1.69M
|
73.4K
$7.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 3.95% |
$1.42M - $1.69M
|
567K
$59M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 589.5% |
$1.4M - $1.66M
|
24.8K
$2.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
20.7K+ 3.27% |
$1.37M - $1.62M
|
655K
$68.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
19.9KNew |
$1.31M - $1.56M
|
19.9K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 8.31% |
$1.3M - $1.54M
|
257K
$26.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.1K+ 907.04% |
$1.26M - $1.49M
|
21.2K
$2.2M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
18.8KNew |
$1.24M - $1.47M
|
18.8K
$1.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 1.27% |
$1.21M - $1.44M
|
1.47M
$153M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18K+ 5.09% |
$1.19M - $1.41M
|
371K
$38.6M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
17.1KNew |
$1.13M - $1.34M
|
17.1K
$1.78M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16.7KNew |
$1.11M - $1.31M
|
16.7K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
16.4K+ 7.59% |
$1.08M - $1.28M
|
232K
$24.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
16K+ 36.3% |
$1.06M - $1.25M
|
60.1K
$6.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
15.9K+ 8.31% |
$1.05M - $1.25M
|
208K
$21.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15.4K+ 7.62% |
$1.02M - $1.21M
|
218K
$22.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.4K+ 326.13% |
$1.01M - $1.2M
|
20.1K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2KNew |
$1M - $1.19M
|
15.2K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
14.8KNew |
$976K - $1.16M
|
14.8K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13.7K+ 207.64% |
$907K - $1.07M
|
20.3K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
12.7K+ 2.84% |
$838K - $993K
|
459K
$47.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
12.4K+ 36.13% |
$820K - $971K
|
46.7K
$4.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 69.84% |
$809K - $958K
|
29.8K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8K+ 29.11% |
$781K - $925K
|
52.4K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
11.8K+ 7.4% |
$777K - $921K
|
171K
$17.8M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.6K+ 40.42% |
$769K - $911K
|
40.4K
$4.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
11.4K+ 1.04% |
$754K - $894K
|
1.11M
$115M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
11.4K+ 1.04% |
$754K - $894K
|
1.11M
$115M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
11K+ 3.85% |
$729K - $864K
|
298K
$30.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
10.9KNew |
$722K - $856K
|
10.9K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.8K+ 25.67% |
$715K - $847K
|
53K
$5.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 85.2% |
$698K - $827K
|
22.9K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.2KNew |
$674K - $799K
|
10.2K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$666K - $789K
|
10.1K
$1.05M
|