Purchases and Sales Made in Q4 2023 in Vanguard Russell 2000 Growth E (VTWG)
This table provides information about the institutional ownership of Vanguard Russell 2000 Growth E (VTWG) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD RUSSELL 2000 GROWTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
312+ 10.77% |
$46.4K - $58.5K
|
3.21K
$694K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
268+ 7.51% |
$39.8K - $50.2K
|
3.84K
$829K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
220+ 55.0% |
$32.7K - $41.2K
|
620
$134K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
215+ 370.69% |
$31.9K - $40.3K
|
273
$59K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
213+ 4.43% |
$31.7K - $39.9K
|
5.02K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
185New |
$27.5K - $34.7K
|
185
$40K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
180New |
$26.7K - $33.7K
|
180
$38.9K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
164New |
$24.4K - $30.7K
|
164
$35.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
154+ 1.2% |
$22.9K - $28.9K
|
13K
$2.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
145+ 98.64% |
$21.5K - $27.2K
|
292
$63.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
143+ 3.04% |
$21.2K - $26.8K
|
4.84K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
138+ 3.05% |
$20.5K - $25.9K
|
4.66K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
130+ 1.56% |
$19.3K - $24.4K
|
8.47K
$1.83M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
101+ 2.17% |
$15K - $18.9K
|
4.76K
$1.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
101New |
$15K - $18.9K
|
101
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 2.84% |
$13.4K - $16.9K
|
3.26K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
89+ 0.16% |
$13.2K - $16.7K
|
56K
$12.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
64New |
$9.51K - $12K
|
64
$13.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
60+ 21.66% |
$8.92K - $11.2K
|
337
$72.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
42New |
$6.24K - $7.87K
|
42
$9.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41+ 1.6% |
$6.09K - $7.68K
|
2.61K
$563K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
33New |
$4.9K - $6.18K
|
33
$7.13K
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
21+ 0.48% |
$3.12K - $3.94K
|
4.44K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 1.39% |
$2.97K - $3.75K
|
1.46K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18New |
$2.67K - $3.37K
|
18
$3.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14New |
$2.08K - $2.62K
|
14
$3.03K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
11+ 1.32% |
$1.63K - $2.06K
|
842
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 39.13% |
$1.34K - $1.69K
|
32
$6.92K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6+ 0.21% |
$892 - $1.12K
|
2.81K
$607K
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5+ 0.23% |
$743 - $937
|
2.23K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.25% |
$743 - $937
|
2K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.32% |
$594 - $750
|
1.24K
$267K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.21% |
$446 - $562
|
1.41K
$305K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.2% |
$149 - $187
|
489
$106K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.06% |
$149 - $187
|
1.74K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5- 0.04% |
$743 - $937
|
13.4K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17- 0.06% |
$2.53K - $3.19K
|
30.3K
$6.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27- 31.4% |
$4.01K - $5.06K
|
59
$12.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-33- 0.26% |
$4.9K - $6.18K
|
12.7K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50- 20.0% |
$7.43K - $9.37K
|
200
$43.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-51- 1.28% |
$7.58K - $9.56K
|
3.94K
$852K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 77.33% |
$8.62K - $10.9K
|
17
$3.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-58- 77.33% |
$8.62K - $10.9K
|
17
$3.67K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-63- 4.39% |
$9.36K - $11.8K
|
1.37K
$296K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-83- 1.66% |
$12.3K - $15.6K
|
4.91K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-83- 1.66% |
$12.3K - $15.6K
|
4.91K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-93- 3.16% |
$13.8K - $17.4K
|
2.85K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-93- 3.16% |
$13.8K - $17.4K
|
2.85K
$616K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-106- 98.15% |
$15.8K - $19.9K
|
2
$432
|