Latest Institutional Transactions on Vanguard Russell 1000 Growth E (VONG)
This table provides information on the latest institutional transactions involving Vanguard Russell 1000 Growth E (VONG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
7+ 0.09% |
$531 - $611
|
8.11K
$854K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.39K+ 64.59% |
$181K - $208K
|
6.09K
$641K
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.82KNew |
$214K - $246K
|
2.82K
$297K
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.21K- 31.1% |
$92K - $106K
|
2.69K
$283K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.15% |
$455 - $523
|
4.02K
$424K
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.34KNew |
$178K - $204K
|
2.34K
$247K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-119- 40.48% |
$9.02K - $10.4K
|
175
$18.4K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
771+ 13.03% |
$58.5K - $67.2K
|
6.69K
$704K
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.94KNew |
$298K - $343K
|
3.94K
$414K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
848+ 8.88% |
$64.3K - $74K
|
10.4K
$1.1M
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
405New |
$30.7K - $35.3K
|
405
$42.7K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.2KNew |
$243K - $279K
|
3.2K
$337K
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 57.7% |
$323K - $372K
|
3.13K
$329K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
77New |
$5.84K - $6.72K
|
77
$8.11K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-12- 0.04% |
$910 - $1.05K
|
34.2K
$3.6M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
897+ 32.35% |
$68K - $78.2K
|
3.67K
$386K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
900+ 16.98% |
$68.2K - $78.5K
|
6.2K
$653K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 7.58% |
$12K - $13.8K
|
1.93K
$203K
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7.33KNew |
$555K - $639K
|
7.33K
$771K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.22K- 27.39% |
$92.5K - $106K
|
3.23K
$341K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.78K+ 12.43% |
$287K - $330K
|
34.2K
$3.6M
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.15K- 15.54% |
$87.2K - $100K
|
6.25K
$658K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 1.05% |
$75.8 - $87.2
|
96
$10.1K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
409New |
$31K - $35.7K
|
409
$43.1K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
815New |
$61.8K - $71.1K
|
815
$85.8K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
45New |
$3.41K - $3.92K
|
45
$4.74K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
16.9K+ 2.62% |
$1.28M - $1.47M
|
661K
$69.6M
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$75.8 - $87.2
|
2.63K
$277K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.31KNew |
$175K - $202K
|
2.31K
$243K
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
127+ 2.11% |
$9.63K - $11.1K
|
6.15K
$648K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1.03K- 2.5% |
$77.7K - $89.4K
|
40K
$4.21M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
308New |
$23.4K - $26.9K
|
308
$32.4K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-487- 12.87% |
$36.9K - $42.5K
|
3.3K
$347K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
5New |
$379 - $436
|
5
$527
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.14% |
$1.06K - $1.22K
|
9.72K
$1.02M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
487New |
$36.9K - $42.5K
|
487
$51.3K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2.69KNew |
$204K - $235K
|
2.69K
$284K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
120New |
$9.1K - $10.5K
|
120
$12.6K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 1.82% |
$75.8 - $87.2
|
56
$5.9K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.1KNew |
$311K - $358K
|
4.1K
$432K
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.02% |
$227 - $262
|
13.8K
$1.45M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-89- 14.1% |
$6.75K - $7.76K
|
542
$57.1K
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
209+ 1.56% |
$15.8K - $18.2K
|
13.6K
$1.44M
|
|
Q4 2023 | |||||||
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.97KNew |
$196K - $232K
|
2.97K
$312K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12Closed |
$793 - $940
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-337- 98.54% |
$22.3K - $26.4K
|
5
$527
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.53K- 97.42% |
$167K - $198K
|
67
$7.06K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
280New |
$18.5K - $21.9K
|
280
$29.5K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 71.03% |
$3.19M - $3.78M
|
19.7K
$2.07M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.63KNew |
$108K - $128K
|
1.63K
$171K
|