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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
268+ 0.38% |
$14.5K - $19.5K
|
71.2K
$7.62M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-760- 53.52% |
$41.1K - $55.4K
|
660
$70.6K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$2.71K - $3.64K
|
50
$5.35K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.85K- 61.31% |
$317K - $426K
|
3.69K
$395K
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
11.4KNew |
$614K - $827K
|
11.4K
$1.21M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
379New |
$20.5K - $27.6K
|
379
$40.5K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
53.8KNew |
$2.91M - $3.92M
|
53.8K
$5.76M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
608+ 4.63% |
$32.9K - $44.3K
|
13.7K
$1.47M
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.41KClosed |
$185K - $249K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tcw Group Inc
|
SELL
|
- |
-10.5KClosed |
$569K - $766K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-20.3KClosed |
$1.1M - $1.48M
|
0
$0
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-800Closed |
$50.8K - $63.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12Closed |
$761 - $949
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-31.9KClosed |
$2.02M - $2.52M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.64KClosed |
$104K - $129K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-1Closed |
$63.5 - $79.1
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.56KClosed |
$480K - $598K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-722- 50.0% |
$45.8K - $57.1K
|
722
$77.2K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.08KClosed |
$132K - $165K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2KClosed |
$203K - $253K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.14KClosed |
$199K - $249K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.26KClosed |
$207K - $258K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-498Closed |
$31.6K - $39.4K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.95KClosed |
$124K - $154K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-49.4KClosed |
$3.13M - $3.91M
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.27KClosed |
$208K - $259K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
575KNew |
$36.5M - $45.5M
|
575K
$61.5M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
11New |
$698 - $870
|
11
$1.18K
|
|
Q4 2021 | |||||||
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
124KNew |
$8.63M - $9.85M
|
124K
$13.2M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
68New |
$4.74K - $5.41K
|
68
$7.27K
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-4.8KClosed |
$335K - $382K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-84Closed |
$5.85K - $6.68K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-1.54KClosed |
$107K - $122K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.66KClosed |
$115K - $132K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-13.6K- 15.9% |
$951K - $1.09M
|
72.2K
$7.72M
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.16KNew |
$80.5K - $92K
|
1.16K
$124K
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-400Closed |
$27.9K - $31.8K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
410New |
$28.6K - $32.6K
|
410
$43.9K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.06K- 19.29% |
$73.9K - $84.3K
|
4.44K
$475K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.29KClosed |
$89.7K - $102K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.63KClosed |
$601K - $686K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-17.8KClosed |
$1.24M - $1.34M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
28.2KNew |
$1.97M - $2.12M
|
28.2K
$3.02M
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
417New |
$29.2K - $31.4K
|
417
$44.6K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-296Closed |
$20.7K - $22.3K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.62KClosed |
$323K - $348K
|
0
$0
|
|
Q2 2021 | |||||||
Sep 21, 2023
Q2 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
672New |
$42.3K - $47K
|
672
$71.9K
|
|
Aug 19, 2021
Q2 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-12Closed |
$755 - $839
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.94KNew |
$185K - $205K
|
2.94K
$314K
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-959Closed |
$60.4K - $67.1K
|
0
$0
|