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 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-15- 0.06% |
$991 - $1.17K
|
25.3K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-23- 0.16% |
$1.52K - $1.8K
|
14.7K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-35- 0.74% |
$2.31K - $2.74K
|
4.71K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-40- 0.17% |
$2.64K - $3.13K
|
22.8K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-47- 0.69% |
$3.11K - $3.68K
|
6.79K
$706K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49- 1.0% |
$3.24K - $3.84K
|
4.87K
$507K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-58- 7.41% |
$3.83K - $4.54K
|
725
$75.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60- 2.31% |
$3.97K - $4.7K
|
2.54K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-61- 0.01% |
$4.03K - $4.78K
|
593K
$61.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-64- 1.7% |
$4.23K - $5.01K
|
3.7K
$385K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-71- 0.39% |
$4.69K - $5.56K
|
17.9K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-92- 1.24% |
$6.08K - $7.21K
|
7.35K
$765K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 17.63% |
$6.68K - $7.91K
|
472
$49.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-103- 12.5% |
$6.81K - $8.07K
|
721
$75K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-103- 12.5% |
$6.81K - $8.07K
|
721
$75K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-111- 0.82% |
$7.34K - $8.69K
|
13.4K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-130- 0.34% |
$8.59K - $10.2K
|
38K
$3.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-132- 4.39% |
$8.72K - $10.3K
|
2.88K
$299K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-148- 1.09% |
$9.78K - $11.6K
|
13.5K
$1.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-155- 3.98% |
$10.2K - $12.1K
|
3.74K
$389K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-155- 1.45% |
$10.2K - $12.1K
|
10.5K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-160- 1.46% |
$10.6K - $12.5K
|
10.8K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-163- 92.61% |
$10.8K - $12.8K
|
13
$1.35K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-163- 2.97% |
$10.8K - $12.8K
|
5.32K
$553K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-167- 0.91% |
$11K - $13.1K
|
18.3K
$1.9M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-172- 74.14% |
$11.4K - $13.5K
|
60
$6.24K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-177- 1.43% |
$11.7K - $13.9K
|
12.2K
$1.27M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-181- 1.3% |
$12K - $14.2K
|
13.8K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200- 16.33% |
$13.2K - $15.7K
|
1.03K
$107K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-200- 98.52% |
$13.2K - $15.7K
|
3
$312
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-211- 4.09% |
$13.9K - $16.5K
|
4.95K
$514K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-243- 15.45% |
$16.1K - $19K
|
1.33K
$138K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-265- 2.1% |
$17.5K - $20.8K
|
12.3K
$1.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-267- 1.23% |
$17.6K - $20.9K
|
21.5K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-300- 1.24% |
$19.8K - $23.5K
|
23.8K
$2.48M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-337- 98.54% |
$22.3K - $26.4K
|
5
$520
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-342- 2.22% |
$22.6K - $26.8K
|
15K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-342- 5.86% |
$22.6K - $26.8K
|
5.5K
$571K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-343- 4.06% |
$22.7K - $26.9K
|
8.11K
$843K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-360- 8.17% |
$23.8K - $28.2K
|
4.05K
$421K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-377- 0.35% |
$24.9K - $29.5K
|
108K
$11.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-384- 2.69% |
$25.4K - $30.1K
|
13.9K
$1.44M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-398- 0.68% |
$26.3K - $31.2K
|
57.8K
$6.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-412- 0.33% |
$27.2K - $32.3K
|
126K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-421- 9.44% |
$27.8K - $33K
|
4.04K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-429- 5.63% |
$28.4K - $33.6K
|
7.19K
$747K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-461- 4.75% |
$30.5K - $36.1K
|
9.24K
$961K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-466- 10.66% |
$30.8K - $36.5K
|
3.9K
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-501- 1.48% |
$33.1K - $39.2K
|
33.3K
$3.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-523- 15.96% |
$34.6K - $41K
|
2.75K
$286K
|