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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-124- 9.04% |
$18.4K - $23.2K
|
1.25K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-156- 3.05% |
$23.2K - $29.2K
|
4.96K
$1.09M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-196- 1.32% |
$29.1K - $36.7K
|
14.7K
$3.22M
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-222- 9.13% |
$33K - $41.6K
|
2.21K
$486K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-255- 39.41% |
$37.9K - $47.8K
|
392
$86.1K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-300- 14.37% |
$44.6K - $56.2K
|
1.79K
$393K
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-300- 8.58% |
$44.6K - $56.2K
|
3.2K
$703K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-494- 1.27% |
$73.4K - $92.6K
|
38.3K
$8.42M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-519- 10.71% |
$77.1K - $97.3K
|
4.33K
$950K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-524- 5.49% |
$77.9K - $98.2K
|
9.03K
$1.98M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-667- 9.2% |
$99.1K - $125K
|
6.58K
$1.45M
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-850- 93.41% |
$126K - $159K
|
60
$13.2K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-900- 3.91% |
$134K - $169K
|
22.1K
$4.86M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.51K- 17.74% |
$373K - $471K
|
11.7K
$2.56M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.62K- 2.35% |
$390K - $492K
|
109K
$24M
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-3.68KClosed |
$547K - $690K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.37K- 12.77% |
$649K - $819K
|
29.8K
$6.55M
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.25K- 56.3% |
$780K - $984K
|
4.07K
$895K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.17K- 11.08% |
$917K - $1.16M
|
49.5K
$10.9M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.77K- 61.74% |
$1.01M - $1.27M
|
4.19K
$921K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.47K- 63.26% |
$1.41M - $1.77M
|
5.5K
$1.21M
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-12.2K- 6.9% |
$1.82M - $2.29M
|
165K
$36.3M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-41.3K- 42.22% |
$6.14M - $7.74M
|
56.5K
$12.4M
|