Rbo & CO LLC Vanguard Russell 1000 Growth E Transaction History

Rbo & CO LLC

$535 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	N/A	-1,500 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	N/A	-1,500 Reduced 50.0%	1,500 $202,000
Q2 2018 Aug 13, 2018	BUY	N/A	3,000 New	3,000 $441,000

Others Institutions Holding VONG

# of Institutions

784

Shares Held

152M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$2.76 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$986 Million
6.89% of portfolio
Morgan Stanley New York, NY

7M
Shares

$665 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$525 Million
0.24% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$439 Million
1.45% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rbo & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rbo & CO LLC with notifications on news.