Purchases and Sales Made in Q4 2024 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q4 2024. 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 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-35K- 31.86% |
$3.33M - $3.77M
|
74.8K
$8.14M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-37.5K- 83.68% |
$3.57M - $4.04M
|
7.3K
$794K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.9K- 0.38% |
$3.8M - $4.3M
|
10.4M
$1.13B
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-40.2K- 0.86% |
$3.83M - $4.33M
|
4.62M
$503M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-43.7K- 8.06% |
$4.16M - $4.71M
|
498K
$54.2M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-44.7K- 1.35% |
$4.26M - $4.82M
|
3.27M
$356M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-50.2K- 33.97% |
$4.78M - $5.41M
|
97.6K
$10.6M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-51.5K- 7.67% |
$4.91M - $5.56M
|
620K
$67.4M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-52.5K- 11.97% |
$5M - $5.66M
|
386K
$42M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-55.7K- 14.94% |
$5.3M - $6M
|
317K
$34.5M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-62.7K- 27.58% |
$5.97M - $6.76M
|
165K
$17.9M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-66.9K- 12.95% |
$6.37M - $7.21M
|
450K
$48.9M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67.8K- 19.2% |
$6.46M - $7.31M
|
285K
$31M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.3K- 13.29% |
$6.6M - $7.47M
|
452K
$49.2M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-78.5K- 35.1% |
$7.48M - $8.46M
|
145K
$15.8M
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-92.3K- 24.42% |
$8.79M - $9.95M
|
286K
$31.1M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-189K- 56.22% |
$18M - $20.4M
|
147K
$16M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-323K- 8.47% |
$30.8M - $34.8M
|
3.49M
$380M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415K- 40.67% |
$39.6M - $44.8M
|
606K
$65.9M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-466K- 11.58% |
$44.4M - $50.2M
|
3.56M
$387M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.15M- 3.8% |
$110M - $124M
|
29.1M
$3.17B
|
|
Feb 20, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-1.25M- 99.07% |
$119M - $135M
|
11.8K
$1.28M
|