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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
451+ 88.95% |
$24K - $27K
|
958
$104K
|
|
Q3 2022 | |||||||
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
14.9KNew |
$809K - $987K
|
14.9K
$1.62M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
106K+ 143.42% |
$5.75M - $7.02M
|
180K
$19.6M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$108 - $132
|
5.35K
$582K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
11.1K+ 76.59% |
$599K - $731K
|
25.5K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
12.3K+ 40913.33% |
$665K - $812K
|
12.3K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
11KNew |
$597K - $729K
|
11K
$1.2M
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
220New |
$11.9K - $14.6K
|
220
$23.9K
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
31New |
$1.68K - $2.05K
|
31
$3.37K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.47K- 7.47% |
$79.6K - $97.2K
|
18.2K
$1.98M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
792New |
$42.9K - $52.4K
|
792
$86.1K
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
255New |
$13.8K - $16.9K
|
255
$27.7K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-360- 51.5% |
$19.5K - $23.8K
|
339
$36.9K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
14.1KNew |
$763K - $932K
|
14.1K
$1.53M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
67.7KNew |
$3.67M - $4.48M
|
67.7K
$7.36M
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.71KNew |
$255K - $312K
|
4.71K
$512K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
292New |
$15.8K - $19.3K
|
292
$31.8K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-177- 2.46% |
$9.6K - $11.7K
|
7.02K
$764K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
8.93KNew |
$484K - $591K
|
8.93K
$971K
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-30- 0.27% |
$1.63K - $1.99K
|
10.9K
$1.19M
|
|
Oct 25, 2022
Q3 2022
|
Shikiar Asset Management Inc
|
BUY
|
- |
23.5KNew |
$1.27M - $1.56M
|
23.5K
$2.56M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.03KNew |
$218K - $267K
|
4.03K
$438K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$43.4K - $52.9K
|
800
$87K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
498New |
$27K - $33K
|
498
$54.2K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-8.9K- 36.12% |
$482K - $589K
|
15.7K
$1.71M
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
3.71KNew |
$201K - $245K
|
3.71K
$403K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.97KClosed |
$215K - $289K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-10.9KClosed |
$590K - $795K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-75Closed |
$4.06K - $5.46K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-367Closed |
$19.9K - $26.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10.1KClosed |
$547K - $736K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.3KNew |
$668K - $899K
|
12.3K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.71KClosed |
$92.6K - $125K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-88Closed |
$4.76K - $6.41K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-2.89KClosed |
$156K - $211K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-169KClosed |
$9.14M - $12.3M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-4.21KClosed |
$228K - $307K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
1.2K+ 14.95% |
$64.7K - $87.1K
|
9.2K
$1M
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
268+ 0.38% |
$14.5K - $19.5K
|
71.2K
$7.75M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-760- 53.52% |
$41.1K - $55.4K
|
660
$71.8K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
50New |
$2.71K - $3.64K
|
50
$5.44K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-5.85K- 61.31% |
$317K - $426K
|
3.69K
$402K
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
11.4KNew |
$614K - $827K
|
11.4K
$1.24M
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
379New |
$20.5K - $27.6K
|
379
$41.2K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
53.8KNew |
$2.91M - $3.92M
|
53.8K
$5.85M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
608+ 4.63% |
$32.9K - $44.3K
|
13.7K
$1.49M
|
|
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
|