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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-78K- 42.18% |
$5.3M - $5.73M
|
107K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
189New |
$12.8K - $13.9K
|
189
$19.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.15KNew |
$78.2K - $84.6K
|
1.15K
$121K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$31.8K - $34.4K
|
468
$49.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.12KNew |
$347K - $376K
|
5.12K
$539K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.12KNew |
$212K - $229K
|
3.12K
$328K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
87New |
$5.9K - $6.39K
|
87
$9.16K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-14- 0.47% |
$950 - $1.03K
|
2.97K
$312K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.16KNew |
$215K - $232K
|
3.16K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
500New |
$33.9K - $36.7K
|
500
$52.7K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-24.5K- 50.85% |
$1.51M - $1.73M
|
23.7K
$2.49M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
107New |
$6.58K - $7.57K
|
107
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
91+ 15.24% |
$5.6K - $6.44K
|
688
$72.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.93K- 51.6% |
$242K - $278K
|
3.68K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.8KNew |
$234K - $269K
|
3.8K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
112K+ 63.08% |
$6.88M - $7.91M
|
289K
$30.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
285New |
$17.5K - $20.2K
|
285
$30K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
197New |
$12.1K - $13.9K
|
197
$20.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.13KNew |
$193K - $222K
|
3.13K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$61.5 - $70.8
|
1
$105
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.98KNew |
$183K - $211K
|
2.98K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.52KNew |
$217K - $249K
|
3.52K
$371K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.01KNew |
$185K - $213K
|
3.01K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.32K- 16.6% |
$327K - $376K
|
26.7K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.44K- 23.54% |
$88.3K - $102K
|
4.66K
$491K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$1.78K - $2.05K
|
29
$3.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.2K- 10.4% |
$625K - $719K
|
87.5K
$9.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.45KNew |
$89.5K - $103K
|
1.45K
$153K
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
7.22K+ 4.37% |
$444K - $511K
|
172K
$18.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.93KNew |
$549K - $632K
|
8.93K
$940K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-374- 4.44% |
$23K - $26.5K
|
8.05K
$847K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.14KNew |
$193K - $222K
|
3.14K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-50.5K- 1.17% |
$3.11M - $3.57M
|
4.26M
$449M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.14K- 41.14% |
$193K - $222K
|
4.49K
$473K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
448New |
$27.6K - $31.7K
|
448
$47.2K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.92KNew |
$180K - $207K
|
2.92K
$308K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
3.07KNew |
$189K - $217K
|
3.07K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8+ 0.2% |
$492 - $566
|
4.07K
$428K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
800New |
$49.2K - $56.6K
|
800
$84.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.43K- 91.83% |
$272K - $313K
|
394
$41.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
30.6KNew |
$1.89M - $2.17M
|
30.6K
$3.23M
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
52+ 0.2% |
$2.81K - $3.27K
|
25.6K
$2.69M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-224- 5.34% |
$12.1K - $14.1K
|
3.97K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.29KNew |
$232K - $270K
|
4.29K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 25.0% |
$5.4K - $6.29K
|
500
$52.7K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.78K- 29.28% |
$96.1K - $112K
|
4.3K
$452K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
185New |
$10K - $11.6K
|
185
$19.5K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.82K- 7.23% |
$152K - $177K
|
36.2K
$3.81M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
74New |
$4K - $4.65K
|
74
$7.79K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
200New |
$10.8K - $12.6K
|
200
$21.1K
|
|