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 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
3.2KNew |
$212K - $251K
|
3.2K
$330K
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.2KNew |
$211K - $251K
|
3.2K
$330K
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.14KNew |
$207K - $246K
|
3.14K
$324K
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.06KNew |
$202K - $240K
|
3.06K
$315K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.05K+ 14.41% |
$201K - $239K
|
24.2K
$2.49M
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.03K+ 74.88% |
$200K - $237K
|
7.08K
$730K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.02KNew |
$200K - $237K
|
3.02K
$311K
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.98K+ 7.48% |
$197K - $233K
|
42.7K
$4.41M
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.97KNew |
$196K - $232K
|
2.97K
$306K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.97KNew |
$196K - $232K
|
2.97K
$306K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.93KNew |
$194K - $229K
|
2.93K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.92KNew |
$193K - $229K
|
2.92K
$301K
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.9KNew |
$192K - $227K
|
2.9K
$299K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 0.61% |
$184K - $218K
|
461K
$47.6M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.77KNew |
$183K - $217K
|
2.77K
$286K
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
2.74KNew |
$181K - $215K
|
2.74K
$283K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.74KNew |
$181K - $214K
|
2.74K
$282K
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
2.73KNew |
$180K - $213K
|
2.73K
$281K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.66KNew |
$176K - $208K
|
2.66K
$275K
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.66KNew |
$176K - $208K
|
2.66K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.65K+ 47.46% |
$175K - $207K
|
8.23K
$849K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.62K+ 26200.0% |
$173K - $205K
|
2.63K
$271K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.6KNew |
$172K - $203K
|
2.6K
$268K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.48K+ 0.12% |
$164K - $194K
|
1.99M
$205M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.48K+ 7.94% |
$164K - $194K
|
33.7K
$3.47M
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.45K+ 1.01% |
$162K - $192K
|
246K
$25.4M
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.42K+ 9.11% |
$160K - $190K
|
29K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.41K+ 9.79% |
$159K - $189K
|
27.1K
$2.79M
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.35K+ 38.18% |
$156K - $184K
|
8.52K
$879K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.35K+ 3.04% |
$155K - $184K
|
79.5K
$8.2M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.35K+ 66.67% |
$155K - $184K
|
5.87K
$605K
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.31K+ 3.94% |
$153K - $181K
|
61K
$6.29M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.23K+ 43.24% |
$148K - $175K
|
7.39K
$763K
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.21K+ 9.65% |
$146K - $173K
|
25.1K
$2.59M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.2K+ 3.72% |
$146K - $173K
|
61.5K
$6.34M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
2.18K+ 10.87% |
$144K - $171K
|
22.3K
$2.3M
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.1K+ 46.43% |
$139K - $164K
|
6.61K
$682K
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
2.04K+ 2.2% |
$135K - $160K
|
94.7K
$9.76M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.02K+ 40.03% |
$133K - $158K
|
7.06K
$728K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.02K+ 40.03% |
$133K - $158K
|
7.06K
$728K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.68K+ 5.7% |
$111K - $132K
|
31.2K
$3.21M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.68K+ 7.09% |
$111K - $132K
|
25.4K
$2.62M
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.66K+ 5.83% |
$109K - $130K
|
30.1K
$3.1M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.64K+ 24.54% |
$108K - $128K
|
8.32K
$858K
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.64K+ 24.54% |
$108K - $128K
|
8.32K
$858K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.64K+ 5.03% |
$108K - $128K
|
34.2K
$3.53M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.63KNew |
$108K - $128K
|
1.63K
$168K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 5.5% |
$104K - $124K
|
30.3K
$3.12M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51KNew |
$99.9K - $118K
|
1.51K
$156K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.42KNew |
$94.1K - $112K
|
1.42K
$147K
|