Purchases and Sales Made in Q3 2023 in Vanguard Russell 2000 Growth E (VTWG)
This table provides information about the institutional ownership of Vanguard Russell 2000 Growth E (VTWG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
583K+ 29256.76% |
$93.7M - $108M
|
584K
$133M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
89.1K+ 62.03% |
$14.3M - $16.5M
|
233K
$53.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
55.9KNew |
$9M - $10.3M
|
55.9K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43K+ 78.5% |
$6.92M - $7.96M
|
97.8K
$22.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
13.4KNew |
$2.15M - $2.47M
|
13.4K
$3.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.7KNew |
$2.05M - $2.35M
|
12.7K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.4K+ 18.54% |
$1.84M - $2.11M
|
73K
$16.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
5.12KNew |
$823K - $946K
|
5.12K
$1.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.64K+ 4.32% |
$746K - $857K
|
112K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.94KNew |
$474K - $545K
|
2.94K
$671K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.42K+ 4.72% |
$389K - $448K
|
53.7K
$12.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.09KNew |
$336K - $386K
|
2.09K
$476K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.71K+ 12.86% |
$274K - $316K
|
15K
$3.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.64KNew |
$264K - $304K
|
1.64K
$374K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.63KNew |
$261K - $301K
|
1.63K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.52K+ 3.23% |
$245K - $282K
|
48.6K
$11.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.44KNew |
$232K - $267K
|
1.44K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43KNew |
$231K - $265K
|
1.43K
$327K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.37K+ 3.86% |
$220K - $253K
|
36.9K
$8.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.33K+ 10.06% |
$215K - $247K
|
14.6K
$3.33M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.3KNew |
$209K - $240K
|
1.3K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.3K+ 17.35% |
$209K - $240K
|
8.79K
$2M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.21KNew |
$194K - $223K
|
1.21K
$275K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 46.25% |
$170K - $195K
|
3.34K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
930New |
$150K - $172K
|
930
$212K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
923+ 41.1% |
$148K - $171K
|
3.17K
$723K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
831New |
$134K - $154K
|
831
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
825+ 295.7% |
$133K - $153K
|
1.1K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
730+ 6.05% |
$117K - $135K
|
12.8K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
706+ 37.77% |
$114K - $131K
|
2.58K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
625+ 1.75% |
$101K - $116K
|
36.3K
$8.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
580+ 6.63% |
$93.3K - $107K
|
9.32K
$2.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
479+ 8.26% |
$77.1K - $88.6K
|
6.28K
$1.43M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
373+ 3.28% |
$60K - $69K
|
11.7K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
364+ 6.66% |
$58.6K - $67.3K
|
5.83K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
295+ 7.15% |
$47.5K - $54.6K
|
4.42K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
271+ 1.95% |
$43.6K - $50.1K
|
14.2K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
230+ 2.84% |
$37K - $42.5K
|
8.34K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
192+ 0.84% |
$30.9K - $35.5K
|
23K
$5.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
147New |
$23.6K - $27.2K
|
147
$33.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
140+ 3.63% |
$22.5K - $25.9K
|
3.99K
$910K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126+ 8.07% |
$20.3K - $23.3K
|
1.69K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
108+ 0.73% |
$17.4K - $20K
|
14.9K
$3.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
105New |
$16.9K - $19.4K
|
105
$23.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
93New |
$15K - $17.2K
|
93
$21.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89+ 32.25% |
$14.3K - $16.5K
|
365
$83.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
87+ 5.27% |
$14K - $16.1K
|
1.74K
$396K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$13.5K - $15.5K
|
84
$19.2K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
60+ 7.06% |
$9.65K - $11.1K
|
910
$207K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
58+ 341.18% |
$9.33K - $10.7K
|
75
$17.1K
|