Retirement Capital Strategies Vanguard Russell 1000 Growth E Transaction History

Retirement Capital Strategies

$255 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$66.09 - $78.32 $3.29 Million - $3.9 Million	49,794 New	49,794 $3.88 Million

Others Institutions Holding VONG

# of Institutions

706

Shares Held

144M

Call Options Held

25.7K

Put Options Held

2.1K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.19 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.1 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$655 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$545 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$491 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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