Purchases and Sales Made in Q3 2023 in Vanguard Russell 1000 Growth E (VONG)
This table provides information about the institutional ownership of Vanguard Russell 1000 Growth E (VONG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
932+ 24.68% |
$63.2K - $68.4K
|
4.71K
$495K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
932+ 29.19% |
$63.2K - $68.4K
|
4.13K
$433K
|
|
Oct 10, 2023
Q3 2023
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
910+ 7.2% |
$61.8K - $66.8K
|
13.6K
$1.42M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
905+ 2.33% |
$61.4K - $66.4K
|
39.8K
$4.18M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
896+ 12.98% |
$60.8K - $65.8K
|
7.8K
$819K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
874+ 16.79% |
$59.3K - $64.2K
|
6.08K
$639K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
764+ 51.28% |
$51.8K - $56.1K
|
2.25K
$237K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
707+ 22.17% |
$48K - $51.9K
|
3.9K
$409K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
666+ 0.43% |
$45.2K - $48.9K
|
154K
$16.2M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
612+ 1.06% |
$41.5K - $44.9K
|
58.2K
$6.11M
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
606New |
$41.1K - $44.5K
|
606
$63.7K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
604+ 60.4% |
$41K - $44.3K
|
1.6K
$168K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
604+ 60.4% |
$41K - $44.3K
|
1.6K
$168K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
580New |
$39.4K - $42.6K
|
580
$60.9K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
560+ 3.77% |
$38K - $41.1K
|
15.4K
$1.62M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
523New |
$35.5K - $38.4K
|
523
$54.9K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
519+ 13.76% |
$35.2K - $38.1K
|
4.29K
$451K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
517+ 0.5% |
$35.1K - $37.9K
|
104K
$10.9M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
500+ 12.5% |
$33.9K - $36.7K
|
4.5K
$473K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
500New |
$33.9K - $36.7K
|
500
$52.5K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
468New |
$31.8K - $34.4K
|
468
$49.2K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
448+ 3.16% |
$30.4K - $32.9K
|
14.6K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
447+ 3.42% |
$30.3K - $32.8K
|
13.5K
$1.42M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
390+ 0.81% |
$26.5K - $28.6K
|
48.8K
$5.13M
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
380+ 6.9% |
$25.8K - $27.9K
|
5.89K
$619K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
361+ 7.71% |
$24.5K - $26.5K
|
5.04K
$530K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
345+ 6.28% |
$23.4K - $25.3K
|
5.84K
$613K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
307New |
$20.8K - $22.5K
|
307
$32.2K
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
294+ 1.73% |
$20K - $21.6K
|
17.3K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
280New |
$19K - $20.6K
|
280
$29.4K
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
257+ 0.4% |
$17.4K - $18.9K
|
65.3K
$6.86M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
228+ 6.65% |
$15.5K - $16.7K
|
3.65K
$384K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
226+ 3.46% |
$15.3K - $16.6K
|
6.77K
$711K
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
226+ 4.42% |
$15.3K - $16.6K
|
5.34K
$561K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
222+ 4.27% |
$15.1K - $16.3K
|
5.42K
$570K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
214+ 2.03% |
$14.5K - $15.7K
|
10.7K
$1.13M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
203New |
$13.8K - $14.9K
|
203
$21.3K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
200+ 2.62% |
$13.6K - $14.7K
|
7.85K
$824K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
189New |
$12.8K - $13.9K
|
189
$19.9K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
187+ 4.25% |
$12.7K - $13.7K
|
4.59K
$482K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
180+ 0.9% |
$12.2K - $13.2K
|
20.1K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
176New |
$11.9K - $12.9K
|
176
$18.5K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
172+ 1.1% |
$11.7K - $12.6K
|
15.8K
$1.65M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 1.11% |
$11.5K - $12.4K
|
15.4K
$1.62M
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
150New |
$10.2K - $11K
|
150
$15.8K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120New |
$8.14K - $8.81K
|
120
$12.6K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
103+ 14.29% |
$6.99K - $7.56K
|
824
$86.6K
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
97+ 1.78% |
$6.58K - $7.12K
|
5.56K
$583K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
89+ 3.05% |
$6.04K - $6.53K
|
3.01K
$316K
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
88+ 0.24% |
$5.97K - $6.46K
|
36.1K
$3.8M
|