Purchases and Sales Made in Q4 2023 in Vanguard Russell 2000 Growth E (VTWG)
This table provides information about the institutional ownership of Vanguard Russell 2000 Growth E (VTWG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
106K+ 45.4% |
$15.7M - $19.8M
|
339K
$70.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
64.1K+ 27.87% |
$9.52M - $12M
|
294K
$61.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.7K+ 130.93% |
$9.46M - $11.9M
|
112K
$23.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.9K+ 52.22% |
$6.37M - $8.03M
|
125K
$26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.9K+ 20.1% |
$3.11M - $3.92M
|
125K
$26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$3.02M - $3.81M
|
20.4K
$4.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
13.6KNew |
$2.02M - $2.54M
|
13.6K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.91K+ 2714.79% |
$1.47M - $1.86M
|
10.3K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.65K+ 21.32% |
$1.43M - $1.81M
|
54.9K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.16K+ 21.73% |
$1.21M - $1.53M
|
45.7K
$9.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.89K+ 146.43% |
$726K - $916K
|
8.22K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.47K+ 8.84% |
$665K - $838K
|
55.1K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.87K+ 3.93% |
$426K - $538K
|
75.9K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.75K+ 169.29% |
$409K - $516K
|
4.38K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.52K+ 43.76% |
$375K - $473K
|
8.29K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
2.5KNew |
$371K - $468K
|
2.5K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.1KNew |
$312K - $394K
|
2.1K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.07KNew |
$307K - $387K
|
2.07K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.04K+ 23.25% |
$304K - $383K
|
10.8K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.89K+ 3.75% |
$281K - $354K
|
52.2K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.76KNew |
$261K - $329K
|
1.76K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.7K+ 27.11% |
$253K - $319K
|
7.98K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.68KNew |
$250K - $315K
|
1.68K
$349K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.54KNew |
$229K - $289K
|
1.54K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37KNew |
$203K - $256K
|
1.37K
$284K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.25K+ 4.91% |
$186K - $235K
|
26.8K
$5.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$183K - $231K
|
1.23K
$256K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22K+ 13.49% |
$181K - $229K
|
10.3K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 10.21% |
$178K - $225K
|
12.9K
$2.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.15K+ 12.25% |
$171K - $216K
|
10.6K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15K+ 2300.0% |
$171K - $216K
|
1.2K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.14KNew |
$169K - $213K
|
1.14K
$237K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.13KNew |
$168K - $212K
|
1.13K
$235K
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.12K+ 7.92% |
$166K - $210K
|
15.3K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12KNew |
$166K - $209K
|
1.12K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$164K - $207K
|
1.1K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.06K+ 1.97% |
$157K - $198K
|
54.8K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 2.8% |
$151K - $190K
|
37.3K
$7.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
998+ 7.22% |
$148K - $187K
|
14.8K
$3.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
990+ 6.78% |
$147K - $186K
|
15.6K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
902+ 14.04% |
$134K - $169K
|
7.33K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
834+ 10.48% |
$124K - $156K
|
8.8K
$1.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
817New |
$121K - $153K
|
817
$170K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
708+ 1.92% |
$105K - $133K
|
37.6K
$7.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
539+ 16.63% |
$80.1K - $101K
|
3.78K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
525+ 15.28% |
$78K - $98.4K
|
3.96K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
516+ 30.59% |
$76.7K - $96.7K
|
2.2K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
492+ 3.18% |
$73.1K - $92.2K
|
16K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
430+ 2.74% |
$63.9K - $80.6K
|
16.1K
$3.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
398+ 427.96% |
$59.1K - $74.6K
|
491
$102K
|