Purchases and Sales Made in Q1 2023 in Vanguard Russell 2000 Growth E (VTWG)
This table provides information about the institutional ownership of Vanguard Russell 2000 Growth E (VTWG) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 GROWTH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.8K+ 80.6% |
$3.98M - $4.59M
|
57.8K
$13.1M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20K+ 32.89% |
$3.09M - $3.57M
|
80.9K
$18.3M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7KNew |
$1.65M - $1.9M
|
10.7K
$2.42M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.87K+ 360.04% |
$1.52M - $1.76M
|
12.6K
$2.85M
|
|
May 15, 2023
Q1 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
4.27KNew |
$659K - $761K
|
4.27K
$967K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.44K+ 118.08% |
$531K - $613K
|
6.36K
$1.44M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.2K+ 3.08% |
$493K - $569K
|
107K
$24.2M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.94KNew |
$453K - $522K
|
2.94K
$664K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 6.66% |
$443K - $511K
|
45.9K
$10.4M
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.36K+ 4.95% |
$365K - $421K
|
50.1K
$11.3M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.24K+ 7.17% |
$346K - $399K
|
33.6K
$7.59M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.12K+ 4.24% |
$327K - $377K
|
52.1K
$11.8M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.01K+ 15.91% |
$310K - $358K
|
14.7K
$3.31M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.9K+ 28.32% |
$293K - $338K
|
8.61K
$1.95M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.8K+ 4.24% |
$277K - $320K
|
44.2K
$9.99M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.65KNew |
$255K - $294K
|
1.65K
$373K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.59K+ 17.3% |
$245K - $282K
|
10.8K
$2.43M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.4K+ 0.61% |
$216K - $250K
|
232K
$52.5M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.18K+ 2.67% |
$183K - $211K
|
45.5K
$10.3M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.16K+ 44.71% |
$179K - $206K
|
3.75K
$847K
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.09K+ 0.59% |
$169K - $195K
|
187K
$42.3M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
727+ 4.23% |
$112K - $129K
|
17.9K
$4.06M
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 62.5% |
$77.2K - $89K
|
1.3K
$294K
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
489+ 1.41% |
$75.5K - $87K
|
35.1K
$7.95M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
481New |
$74.2K - $85.6K
|
481
$109K
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
461+ 4.7% |
$71.1K - $82.1K
|
10.3K
$2.32M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$46.3K - $53.4K
|
300
$67.8K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
255+ 65.05% |
$39.3K - $45.4K
|
647
$146K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
215+ 5.47% |
$33.2K - $38.3K
|
4.15K
$938K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
209+ 5.74% |
$32.2K - $37.2K
|
3.85K
$870K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
169+ 0.56% |
$26.1K - $30.1K
|
30.4K
$6.88M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
161+ 0.45% |
$24.8K - $28.7K
|
36K
$8.15M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
118+ 5.72% |
$18.2K - $21K
|
2.18K
$493K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114+ 6.22% |
$17.6K - $20.3K
|
1.95K
$440K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
114+ 0.77% |
$17.6K - $20.3K
|
14.9K
$3.36M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
108New |
$16.7K - $19.2K
|
108
$24.4K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
106+ 1.32% |
$16.4K - $18.9K
|
8.12K
$1.84M
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
74+ 2.23% |
$11.4K - $13.2K
|
3.39K
$766K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
73+ 2.75% |
$11.3K - $13K
|
2.73K
$616K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55+ 17.52% |
$8.49K - $9.79K
|
369
$83.5K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
55+ 0.66% |
$8.49K - $9.79K
|
8.45K
$1.91M
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40New |
$6.17K - $7.12K
|
40
$9.05K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
30New |
$4.63K - $5.34K
|
30
$6.78K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24+ 0.85% |
$3.7K - $4.27K
|
2.84K
$642K
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
22+ 0.64% |
$3.39K - $3.92K
|
3.48K
$787K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 0.14% |
$1.85K - $2.14K
|
8.72K
$1.97M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10New |
$1.54K - $1.78K
|
10
$2.26K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 27.27% |
$1.39K - $1.6K
|
42
$9.5K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 5.77% |
$1.39K - $1.6K
|
165
$37.3K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5+ 0.2% |
$772 - $890
|
2.46K
$555K
|