Purchases and Sales Made in Q1 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 1000 GROWTH E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.3K+ 6.9% |
$1.1M - $1.28M
|
315K
$31.4M
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
20K+ 3.65% |
$1.08M - $1.26M
|
567K
$56.6M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.4K+ 17.85% |
$1.05M - $1.22M
|
128K
$12.8M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19.3K+ 1.98% |
$1.04M - $1.21M
|
993K
$99.1M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19.2K+ 8.13% |
$1.03M - $1.2M
|
255K
$25.4M
|
|
May 08, 2023
Q1 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
18.8K+ 114.1% |
$1.02M - $1.18M
|
35.3K
$3.52M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
18.2KNew |
$982K - $1.14M
|
18.2K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.8K+ 1.58% |
$963K - $1.12M
|
1.15M
$115M
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
17KNew |
$916K - $1.07M
|
17K
$1.69M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
16.9K+ 159.64% |
$914K - $1.06M
|
27.5K
$2.74M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 110.82% |
$809K - $941K
|
28.5K
$2.84M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
14.4K+ 37.59% |
$777K - $904K
|
52.6K
$5.25M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
14.3KNew |
$773K - $900K
|
14.3K
$1.43M
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13.9K+ 2.13% |
$749K - $872K
|
664K
$66.2M
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
13.8KNew |
$746K - $869K
|
13.8K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13.6K+ 25.07% |
$734K - $854K
|
67.7K
$6.76M
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
13.1KNew |
$710K - $827K
|
13.1K
$1.31M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.7KNew |
$688K - $801K
|
12.7K
$1.27M
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$678K - $789K
|
12.5K
$1.25M
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.8K+ 12.0% |
$635K - $739K
|
110K
$10.9M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.2K+ 778.05% |
$603K - $702K
|
12.6K
$1.26M
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
10.7K+ 3.1% |
$575K - $670K
|
355K
$35.4M
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.3K+ 36.86% |
$556K - $647K
|
38.2K
$3.81M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.1K+ 6.84% |
$548K - $638K
|
158K
$15.8M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
10K+ 1.77% |
$543K - $631K
|
578K
$57.7M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.81K+ 63.92% |
$530K - $617K
|
25.2K
$2.51M
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
9.54K+ 5.68% |
$515K - $600K
|
178K
$17.7M
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
8.83K+ 30.94% |
$477K - $555K
|
37.4K
$3.73M
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.63KNew |
$466K - $543K
|
8.63K
$861K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.5KNew |
$459K - $535K
|
8.5K
$848K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.37K+ 6.52% |
$452K - $527K
|
137K
$13.6M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.06K+ 9.9% |
$435K - $507K
|
89.5K
$8.93M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.03K+ 11.03% |
$434K - $505K
|
80.9K
$8.07M
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
7.8K+ 4.2% |
$422K - $491K
|
194K
$19.3M
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.76K+ 0.7% |
$419K - $488K
|
1.12M
$112M
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
7.65KNew |
$413K - $481K
|
7.65K
$763K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7.61KNew |
$411K - $479K
|
7.61K
$759K
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.48KNew |
$404K - $470K
|
7.48K
$746K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.41KNew |
$401K - $466K
|
7.41K
$740K
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.33K+ 16.54% |
$396K - $461K
|
51.6K
$5.15M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.28K+ 94.36% |
$393K - $458K
|
15K
$1.5M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.05KNew |
$381K - $443K
|
7.05K
$703K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.67K+ 2.97% |
$360K - $419K
|
231K
$23M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.42KNew |
$347K - $404K
|
6.42K
$640K
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
6.28K+ 2.58% |
$339K - $395K
|
250K
$24.9M
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
6.2K+ 3.56% |
$335K - $390K
|
180K
$18M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.14K+ 13.23% |
$332K - $386K
|
52.5K
$5.24M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.99KNew |
$323K - $377K
|
5.99K
$597K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.95KNew |
$321K - $374K
|
5.95K
$594K
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.92K+ 18.92% |
$320K - $372K
|
37.2K
$3.71M
|