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 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.39K+ 14.96% |
$91.8K - $109K
|
10.7K
$1.11M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.36K+ 1.36% |
$90.1K - $107K
|
101K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.36K+ 1.36% |
$90.1K - $107K
|
101K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.3K+ 2.37% |
$85.7K - $102K
|
55.9K
$5.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.27KNew |
$83.6K - $99.1K
|
1.27K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.24K+ 1.4% |
$81.8K - $97K
|
89.4K
$9.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.18K+ 8.71% |
$77.9K - $92.3K
|
14.7K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.12K+ 3.24% |
$73.9K - $87.6K
|
35.6K
$3.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.11KNew |
$73K - $86.5K
|
1.11K
$115K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1K+ 3.28% |
$66.1K - $78.3K
|
31.5K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
994+ 4.47% |
$65.7K - $77.9K
|
23.2K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
993+ 2.19% |
$65.6K - $77.8K
|
46.3K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
974+ 11.35% |
$64.4K - $76.3K
|
9.55K
$993K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
966New |
$63.8K - $75.7K
|
966
$100K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
939+ 11.67% |
$62.1K - $73.5K
|
8.99K
$935K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
904+ 55.26% |
$59.7K - $70.8K
|
2.54K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
850+ 10.9% |
$56.2K - $66.6K
|
8.65K
$900K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
845+ 11.72% |
$55.8K - $66.2K
|
8.05K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
816+ 6.8% |
$53.9K - $63.9K
|
12.8K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
790+ 249.21% |
$52.2K - $61.9K
|
1.11K
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
712+ 12.82% |
$47.1K - $55.8K
|
6.27K
$652K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
677+ 2.1% |
$44.7K - $53K
|
32.9K
$3.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
675+ 0.25% |
$44.6K - $52.9K
|
266K
$27.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
673+ 10.75% |
$44.5K - $52.7K
|
6.93K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
669New |
$44.2K - $52.4K
|
669
$69.6K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
631New |
$41.7K - $49.4K
|
631
$65.6K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
600New |
$39.7K - $47K
|
600
$62.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
569New |
$37.6K - $44.6K
|
569
$59.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
537+ 6.64% |
$35.5K - $42.1K
|
8.63K
$897K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
504+ 2.34% |
$33.3K - $39.5K
|
22K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
494+ 9.11% |
$32.6K - $38.7K
|
5.92K
$615K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
490+ 4.77% |
$32.4K - $38.4K
|
10.8K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
462+ 0.1% |
$30.5K - $36.2K
|
469K
$48.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
444+ 103.74% |
$29.3K - $34.8K
|
872
$90.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
398+ 1990.0% |
$26.3K - $31.2K
|
418
$43.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
334+ 2.93% |
$22.1K - $26.2K
|
11.7K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
325+ 203.13% |
$21.5K - $25.5K
|
485
$50.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
320+ 4.62% |
$21.1K - $25.1K
|
7.24K
$753K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
310+ 0.69% |
$20.5K - $24.3K
|
45.2K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
301+ 8.28% |
$19.9K - $23.6K
|
3.94K
$409K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
294New |
$19.4K - $23K
|
294
$30.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
280New |
$18.5K - $21.9K
|
280
$29.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
268+ 0.39% |
$17.7K - $21K
|
68.3K
$7.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
259+ 1.77% |
$17.1K - $20.3K
|
14.9K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
226+ 3.38% |
$14.9K - $17.7K
|
6.91K
$718K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
172+ 0.75% |
$11.4K - $13.5K
|
23K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
165+ 137.5% |
$10.9K - $12.9K
|
285
$29.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
162+ 0.94% |
$10.7K - $12.7K
|
17.4K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
156+ 4.64% |
$10.3K - $12.2K
|
3.52K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
149+ 4.97% |
$9.85K - $11.7K
|
3.15K
$327K
|