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 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
146+ 384.21% |
$9.65K - $11.4K
|
184
$19.3K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
145+ 1.29% |
$9.58K - $11.4K
|
11.4K
$1.19M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
142New |
$9.38K - $11.1K
|
142
$14.9K
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
141+ 13.24% |
$9.32K - $11K
|
1.21K
$127K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
120New |
$7.93K - $9.4K
|
120
$12.6K
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
111New |
$7.34K - $8.69K
|
111
$11.7K
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
105+ 0.1% |
$6.94K - $8.22K
|
109K
$11.5M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
95New |
$6.28K - $7.44K
|
95
$9.98K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
83+ 2.27% |
$5.49K - $6.5K
|
3.74K
$393K
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
80+ 0.2% |
$5.29K - $6.27K
|
39.6K
$4.16M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
79New |
$5.22K - $6.19K
|
79
$8.3K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
65New |
$4.3K - $5.09K
|
65
$6.83K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
65+ 3.65% |
$4.3K - $5.09K
|
1.85K
$194K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
49New |
$3.24K - $3.84K
|
49
$5.15K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
36New |
$2.38K - $2.82K
|
36
$3.78K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
36+ 0.23% |
$2.38K - $2.82K
|
15.4K
$1.62M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
34+ 0.65% |
$2.25K - $2.66K
|
5.24K
$551K
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
33+ 0.89% |
$2.18K - $2.58K
|
3.73K
$392K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
30+ 0.14% |
$1.98K - $2.35K
|
21.3K
$2.23M
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
30+ 0.59% |
$1.98K - $2.35K
|
5.12K
$537K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
25+ 4.17% |
$1.65K - $1.96K
|
624
$65.5K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22+ 0.98% |
$1.45K - $1.72K
|
2.28K
$239K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20+ 0.62% |
$1.32K - $1.57K
|
3.27K
$344K
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
17+ 0.36% |
$1.12K - $1.33K
|
4.7K
$493K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
17+ 0.36% |
$1.12K - $1.33K
|
4.68K
$491K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.17% |
$1.06K - $1.25K
|
9.71K
$1.02M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
13+ 0.02% |
$859 - $1.02K
|
66.6K
$7M
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
13+ 0.32% |
$859 - $1.02K
|
4.09K
$430K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
13+ 0.21% |
$859 - $1.02K
|
6.09K
$640K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
12+ 0.16% |
$793 - $940
|
7.69K
$807K
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
10+ 0.09% |
$661 - $783
|
11.3K
$1.19M
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
BUY
|
- |
10+ 0.02% |
$661 - $783
|
45.8K
$4.81M
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
9+ 0.23% |
$595 - $705
|
3.9K
$410K
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.17% |
$463 - $548
|
4.02K
$422K
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.19% |
$463 - $548
|
3.77K
$396K
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.05% |
$330 - $392
|
9.15K
$961K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5+ 0.15% |
$330 - $392
|
3.24K
$340K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.19% |
$330 - $392
|
2.68K
$281K
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.13% |
$264 - $313
|
3.11K
$327K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 0.28% |
$198 - $235
|
1.07K
$113K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$132 - $157
|
1.03K
$108K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.8% |
$66.1 - $78.3
|
126
$13.2K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$66.1 - $78.3
|
50.2K
$5.28M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$66.1 - $78.3
|
11.2K
$1.18M
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.28% |
$66.1 - $78.3
|
354
$37.2K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 1.79% |
$66.1 - $78.3
|
55
$5.78K
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-4- 0.02% |
$264 - $313
|
24.3K
$2.55M
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7- 8.54% |
$463 - $548
|
75
$7.88K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12Closed |
$793 - $940
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-12- 0.05% |
$793 - $940
|
24K
$2.52M
|