Williams & Novak, LLC Vanguard Russell 1000 Growth E Transaction History

Williams & Novak, LLC

$130 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$66.09 - $78.32 $211,488 - $250,623	3,200 New	3,200 $250 Million

Others Institutions Holding VONG

# of Institutions

879

Shares Held

174M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

33.8M
Shares

$4.09 Billion
0.28% of portfolio
Cetera Investment Advisers Schaumburg, IL

10.5M
Shares

$1.28 Billion
1.57% of portfolio
Avantax Advisory Services, Inc.

10.1M
Shares

$1.23 Billion
6.29% of portfolio
Morgan Stanley New York, NY

8.82M
Shares

$1.07 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.68M
Shares

$931 Million
0.29% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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