Purchases and Sales Made in Q4 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.54K+ 45.72% |
$631K - $747K
|
30.4K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.3KNew |
$615K - $728K
|
9.3K
$959K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
9.24K+ 1.83% |
$610K - $723K
|
513K
$52.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.71K+ 2.23% |
$576K - $682K
|
400K
$41.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
8.69KNew |
$574K - $681K
|
8.69K
$896K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.5KNew |
$561K - $665K
|
8.5K
$876K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
8.09KNew |
$535K - $634K
|
8.09K
$835K
|
|
|
Jan 29, 2024
Q4 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
7.48KNew |
$494K - $586K
|
7.48K
$771K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.4K+ 16.99% |
$489K - $580K
|
51K
$5.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.85K+ 1.15% |
$453K - $536K
|
603K
$62.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.3K+ 7.41% |
$417K - $494K
|
91.4K
$9.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.21KNew |
$410K - $486K
|
6.21K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.16K+ 30.93% |
$407K - $483K
|
26.1K
$2.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
6.15K+ 5.93% |
$407K - $482K
|
110K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.01K+ 91.2% |
$397K - $471K
|
12.6K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.98K+ 176.8% |
$395K - $468K
|
9.36K
$965K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.89KNew |
$389K - $461K
|
5.89K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.88K+ 1124.28% |
$389K - $461K
|
6.4K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
5.76K+ 294.17% |
$380K - $451K
|
7.71K
$796K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.68K+ 189.65% |
$375K - $445K
|
8.67K
$894K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.63K+ 16.84% |
$372K - $441K
|
39.1K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.34KNew |
$353K - $419K
|
5.34K
$551K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.3KNew |
$350K - $415K
|
5.3K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.23K+ 25.7% |
$346K - $410K
|
25.6K
$2.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5.2KNew |
$343K - $407K
|
5.2K
$536K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.98K+ 77.54% |
$329K - $390K
|
11.4K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.76KNew |
$315K - $373K
|
4.76K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.49KNew |
$297K - $352K
|
4.49K
$463K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.48KNew |
$296K - $351K
|
4.48K
$462K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
4.43KNew |
$293K - $347K
|
4.43K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.12KNew |
$272K - $323K
|
4.12K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.12K+ 14.02% |
$272K - $322K
|
33.5K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.11KNew |
$272K - $322K
|
4.11K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.07K+ 11.83% |
$269K - $319K
|
38.4K
$3.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05KNew |
$268K - $318K
|
4.05K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.05KNew |
$268K - $317K
|
4.05K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.88K+ 12.34% |
$257K - $304K
|
35.4K
$3.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.79KNew |
$251K - $297K
|
3.79K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3.79K+ 8.2% |
$251K - $297K
|
50K
$5.16M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.77KNew |
$249K - $295K
|
3.77K
$389K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.74KNew |
$247K - $293K
|
3.74K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3.72K+ 1465.75% |
$246K - $292K
|
3.98K
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.65KNew |
$241K - $285K
|
3.65K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.45KNew |
$228K - $271K
|
3.45K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.41KNew |
$225K - $267K
|
3.41K
$351K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.41K+ 79.36% |
$225K - $267K
|
7.7K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.33KNew |
$220K - $260K
|
3.33K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3.31KNew |
$219K - $259K
|
3.31K
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.28KNew |
$217K - $257K
|
3.28K
$338K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
3.21KNew |
$212K - $251K
|
3.21K
$331K
|