Purchases and Sales Made in Q2 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.98M+ 71.65% |
$122M - $140M
|
4.75M
$498M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
498K+ 227.6% |
$30.7M - $35.3M
|
717K
$75.3M
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
214K+ 192.24% |
$13.1M - $15.1M
|
325K
$34.1M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
202K+ 5.94% |
$12.5M - $14.3M
|
3.61M
$379M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
199K+ 16.06% |
$12.3M - $14.1M
|
1.44M
$151M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
169K+ 5.76% |
$10.4M - $12M
|
3.11M
$326M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
158KNew |
$9.71M - $11.2M
|
158K
$16.6M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
158KNew |
$9.71M - $11.2M
|
158K
$16.6M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
147K+ 74.2% |
$9.06M - $10.4M
|
346K
$36.3M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 5.11% |
$9.04M - $10.4M
|
3.02M
$317M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
139K+ 25.08% |
$8.57M - $9.85M
|
694K
$72.8M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
125K+ 48.91% |
$7.67M - $8.82M
|
380K
$39.8M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
124K+ 7.66% |
$7.63M - $8.77M
|
1.74M
$183M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
112K+ 63.08% |
$6.88M - $7.91M
|
289K
$30.3M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
107K+ 589.74% |
$6.6M - $7.58M
|
125K
$13.1M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 2.21% |
$6.3M - $7.25M
|
4.73M
$496M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.5K+ 23.49% |
$6.06M - $6.97M
|
518K
$54.3M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96K+ 151.39% |
$5.91M - $6.79M
|
159K
$16.7M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
82.2K+ 50.39% |
$5.06M - $5.81M
|
245K
$25.7M
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
72.4K+ 187.76% |
$4.45M - $5.12M
|
111K
$11.6M
|
|
Jul 13, 2023
Q2 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
71.4K+ 48.34% |
$4.4M - $5.05M
|
219K
$23M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
66.9K+ 531.16% |
$4.12M - $4.74M
|
79.5K
$8.34M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
65.6K+ 6.38% |
$4.04M - $4.64M
|
1.09M
$115M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
65.6K+ 6.38% |
$4.04M - $4.64M
|
1.09M
$115M
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
60.3KNew |
$3.71M - $4.27M
|
60.3K
$6.33M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
59.4K+ 54.75% |
$3.66M - $4.21M
|
168K
$17.6M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
56.2K+ 4.34% |
$3.46M - $3.98M
|
1.35M
$142M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
54.6K+ 4.87% |
$3.36M - $3.86M
|
1.18M
$123M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
52.1K+ 13.39% |
$3.21M - $3.69M
|
441K
$46.3M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51.8K+ 146.57% |
$3.19M - $3.66M
|
87.1K
$9.13M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.4K+ 1.97% |
$2.92M - $3.36M
|
2.46M
$258M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.8K+ 16.31% |
$2.82M - $3.24M
|
327K
$34.3M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.8K+ 16.31% |
$2.82M - $3.24M
|
327K
$34.3M
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
41.7K+ 15.68% |
$2.57M - $2.95M
|
308K
$32.3M
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
41.1K+ 7.25% |
$2.53M - $2.91M
|
608K
$63.8M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.5K+ 2.06% |
$2.49M - $2.87M
|
2.01M
$211M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.1K+ 77.19% |
$2.41M - $2.77M
|
89.8K
$9.42M
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
38.6KNew |
$2.37M - $2.73M
|
38.6K
$4.04M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37.3KNew |
$2.29M - $2.64M
|
37.3K
$3.91M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
34.7KNew |
$2.13M - $2.45M
|
34.7K
$3.64M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
34.4K+ 4.58% |
$2.12M - $2.44M
|
785K
$82.4M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
34.1K+ 19851.74% |
$2.1M - $2.42M
|
34.3K
$3.6M
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
33.8KNew |
$2.08M - $2.39M
|
33.8K
$3.54M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
32.8KNew |
$2.02M - $2.32M
|
32.8K
$3.44M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
30.6KNew |
$1.89M - $2.17M
|
30.6K
$3.21M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.4K+ 40.98% |
$1.87M - $2.15M
|
105K
$11M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28.4K+ 35.77% |
$1.75M - $2.01M
|
108K
$11.3M
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
27.7K+ 74.0% |
$1.7M - $1.96M
|
65.1K
$6.82M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.9K+ 10.98% |
$1.65M - $1.9M
|
271K
$28.5M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26.2K+ 0.53% |
$1.61M - $1.85M
|
4.97M
$522M
|