Purchases and Sales Made in Q1 2024 in Vanguard Russell 2000 Growth E (VTWG)
This table provides information about the institutional ownership of Vanguard Russell 2000 Growth E (VTWG) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
75+ 2.35% |
$13.1K - $14.8K
|
3.27K
$705K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
65+ 1.99% |
$11.3K - $12.8K
|
3.32K
$716K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
64+ 640.0% |
$11.2K - $12.6K
|
74
$15.9K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
43New |
$7.5K - $8.48K
|
43
$9.27K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
41+ 0.28% |
$7.15K - $8.08K
|
14.9K
$3.2M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$6.98K - $7.88K
|
40
$8.62K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
40+ 1.06% |
$6.98K - $7.88K
|
3.82K
$824K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
16+ 39.02% |
$2.79K - $3.15K
|
57
$12.3K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11+ 5.95% |
$1.92K - $2.17K
|
196
$42.2K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
10New |
$1.74K - $1.97K
|
10
$2.16K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$1.74K - $1.97K
|
10
$2.16K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5New |
$872 - $986
|
5
$1.08K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$523 - $591
|
2K
$432K
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3+ 0.08% |
$523 - $591
|
3.84K
$828K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 0.24% |
$349 - $394
|
844
$182K
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2+ 0.12% |
$349 - $394
|
1.68K
$363K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.05% |
$349 - $394
|
4.38K
$944K
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.14% |
$349 - $394
|
1.41K
$305K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.08% |
$174 - $197
|
1.24K
$266K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4- 0.08% |
$698 - $788
|
4.84K
$1.04M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-13- 3.69% |
$2.27K - $2.56K
|
339
$73.1K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29- 1.32% |
$5.06K - $5.72K
|
2.17K
$469K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 15.75% |
$7.5K - $8.48K
|
230
$49.6K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63- 0.16% |
$11K - $12.4K
|
38.3K
$8.25M
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-85- 3.82% |
$14.8K - $16.8K
|
2.14K
$461K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-118- 5.34% |
$20.6K - $23.3K
|
2.09K
$451K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-120- 4.21% |
$20.9K - $23.7K
|
2.73K
$589K
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-123- 8.97% |
$21.4K - $24.2K
|
1.25K
$269K
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-131- 4.59% |
$22.8K - $25.8K
|
2.72K
$586K
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-132- 0.97% |
$23K - $26K
|
13.4K
$2.9M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-149- 1.02% |
$26K - $29.4K
|
14.5K
$3.13M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-157- 3.98% |
$27.4K - $30.9K
|
3.79K
$816K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-164Closed |
$28.6K - $32.3K
|
0
$0
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-190- 2.24% |
$33.1K - $37.4K
|
8.28K
$1.78M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-247- 1.91% |
$43.1K - $48.7K
|
12.7K
$2.74M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-254- 3.86% |
$44.3K - $50.1K
|
6.33K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-259- 14.76% |
$45.2K - $51K
|
1.5K
$322K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-302- 3.43% |
$52.7K - $59.5K
|
8.49K
$1.83M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-310- 11.9% |
$54.1K - $61.1K
|
2.3K
$495K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-316- 1.96% |
$55.1K - $62.3K
|
15.8K
$3.41M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-333- 0.89% |
$58.1K - $65.6K
|
36.9K
$7.96M
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-386- 0.7% |
$67.3K - $76.1K
|
54.5K
$11.8M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-400- 3.15% |
$69.8K - $78.8K
|
12.3K
$2.65M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-462- 2.09% |
$80.6K - $91.1K
|
21.7K
$4.67M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-530- 7.23% |
$92.4K - $104K
|
6.8K
$1.47M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-557- 14.06% |
$97.1K - $110K
|
3.4K
$734K
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-612- 12.18% |
$107K - $121K
|
4.41K
$951K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-708- 1.43% |
$123K - $140K
|
48.8K
$10.5M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-853- 1.55% |
$149K - $168K
|
54.2K
$11.7M
|