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
|
Parallel Advisors, LLC
|
SELL
|
- |
-604- 37.66% |
$39.9K - $47.3K
|
1K
$104K
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-649- 6.82% |
$42.9K - $50.8K
|
8.87K
$922K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-650- 23.77% |
$43K - $50.9K
|
2.08K
$217K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-741- 7.2% |
$49K - $58K
|
9.55K
$993K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-791- 38.68% |
$52.3K - $62K
|
1.25K
$130K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-804- 3.0% |
$53.1K - $63K
|
26K
$2.7M
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-805- 15.44% |
$53.2K - $63K
|
4.41K
$459K
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-810- 7.59% |
$53.5K - $63.4K
|
9.87K
$1.03M
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-825- 5.24% |
$54.5K - $64.6K
|
14.9K
$1.55M
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-871- 1.53% |
$57.6K - $68.2K
|
55.9K
$5.82M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-885- 19.3% |
$58.5K - $69.3K
|
3.7K
$385K
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-889- 2.46% |
$58.8K - $69.6K
|
35.3K
$3.67M
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-929- 3.31% |
$61.4K - $72.8K
|
27.1K
$2.82M
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.07K- 0.59% |
$70.5K - $83.6K
|
179K
$18.6M
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.2K- 2.3% |
$79.4K - $94.1K
|
51.1K
$5.31M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.21K- 24.83% |
$79.9K - $94.7K
|
3.66K
$381K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-1.24K- 4.63% |
$82.1K - $97.4K
|
25.6K
$2.66M
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.26K- 0.18% |
$83.3K - $98.8K
|
698K
$72.5M
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.3K- 25.45% |
$85.9K - $102K
|
3.81K
$396K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.3K- 16.94% |
$85.9K - $102K
|
6.38K
$663K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.3K- 4.5% |
$86.2K - $102K
|
27.6K
$2.87M
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-1.49K- 1.09% |
$98.6K - $117K
|
135K
$14M
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-1.54K- 4.22% |
$102K - $121K
|
35K
$3.64M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.75K- 14.65% |
$116K - $137K
|
10.2K
$1.06M
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.84K- 5.5% |
$122K - $144K
|
31.6K
$3.29M
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.92K- 8.61% |
$127K - $151K
|
20.4K
$2.12M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.24K- 15.81% |
$148K - $175K
|
11.9K
$1.24M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.32K- 6.65% |
$153K - $182K
|
32.6K
$3.39M
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.46K- 2.09% |
$163K - $193K
|
115K
$12M
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.51K- 1.27% |
$166K - $196K
|
195K
$20.2M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.53K- 97.42% |
$167K - $198K
|
67
$6.97K
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.62K- 43.99% |
$173K - $205K
|
3.34K
$347K
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-2.74K- 34.46% |
$181K - $214K
|
5.21K
$541K
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.89K- 1.7% |
$191K - $227K
|
167K
$17.4M
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.11K- 1.58% |
$205K - $243K
|
193K
$20.1M
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-3.26K- 7.36% |
$215K - $255K
|
41K
$4.27M
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.92K- 5.91% |
$259K - $307K
|
62.5K
$6.49M
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.93K- 32.45% |
$260K - $308K
|
8.18K
$851K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.97KClosed |
$262K - $311K
|
0
$0
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-4.01K- 6.14% |
$265K - $314K
|
61.3K
$6.37M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.58K- 2.55% |
$303K - $359K
|
175K
$18.2M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.64K- 43.59% |
$307K - $363K
|
6K
$624K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.28K- 9.76% |
$349K - $413K
|
48.8K
$5.08M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.41K- 3.46% |
$358K - $424K
|
151K
$15.7M
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-5.49K- 2.79% |
$363K - $430K
|
191K
$19.9M
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-5.89K- 8.87% |
$389K - $461K
|
60.5K
$6.29M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-5.97K- 17.94% |
$394K - $467K
|
27.3K
$2.84M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.97K- 4.22% |
$395K - $468K
|
135K
$14.1M
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.05K- 11.68% |
$400K - $474K
|
45.8K
$4.76M
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.29K- 58.54% |
$416K - $493K
|
4.45K
$463K
|