Latest Institutional Transactions on Vanguard Russell 1000 Growth E (VONG)
This table provides information on the latest institutional transactions involving Vanguard Russell 1000 Growth E (VONG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
112K+ 63.08% |
$6.88M - $7.91M
|
289K
$30.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.93K- 51.6% |
$242K - $278K
|
3.68K
$387K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.8KNew |
$234K - $269K
|
3.8K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
285New |
$17.5K - $20.2K
|
285
$29.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.13KNew |
$193K - $222K
|
3.13K
$329K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.52KNew |
$217K - $249K
|
3.52K
$370K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.98KNew |
$183K - $211K
|
2.98K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$61.5 - $70.8
|
1
$105
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.01KNew |
$185K - $213K
|
3.01K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.32K- 16.6% |
$327K - $376K
|
26.7K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.2K- 10.4% |
$625K - $719K
|
87.5K
$9.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.44K- 23.54% |
$88.3K - $102K
|
4.66K
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29New |
$1.78K - $2.05K
|
29
$3.05K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.45KNew |
$89.5K - $103K
|
1.45K
$153K
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
7.22K+ 4.37% |
$444K - $511K
|
172K
$18.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.93KNew |
$549K - $632K
|
8.93K
$938K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-374- 4.44% |
$23K - $26.5K
|
8.05K
$845K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-50.5K- 1.17% |
$3.11M - $3.57M
|
4.26M
$448M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.14KNew |
$193K - $222K
|
3.14K
$330K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-3.14K- 41.14% |
$193K - $222K
|
4.49K
$472K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
448New |
$27.6K - $31.7K
|
448
$47.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.92KNew |
$180K - $207K
|
2.92K
$307K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
8+ 0.2% |
$492 - $566
|
4.07K
$427K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
800New |
$49.2K - $56.6K
|
800
$84K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.43K- 91.83% |
$272K - $313K
|
394
$41.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
30.6KNew |
$1.89M - $2.17M
|
30.6K
$3.22M
|
|
| Q1 2023 | |||||||
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
52+ 0.2% |
$2.81K - $3.27K
|
25.6K
$2.69M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-224- 5.34% |
$12.1K - $14.1K
|
3.97K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.29KNew |
$232K - $270K
|
4.29K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.78K- 29.28% |
$96.1K - $112K
|
4.3K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 25.0% |
$5.4K - $6.29K
|
500
$52.5K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
185New |
$10K - $11.6K
|
185
$19.4K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.82K- 7.23% |
$152K - $177K
|
36.2K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
200New |
$10.8K - $12.6K
|
200
$21K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
74New |
$4K - $4.65K
|
74
$7.77K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-79- 51.97% |
$4.27K - $4.97K
|
73
$7.67K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-263- 29.13% |
$14.2K - $16.5K
|
640
$67.2K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
587New |
$31.7K - $36.9K
|
587
$61.7K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
28.6K+ 97.39% |
$1.54M - $1.8M
|
58K
$6.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60New |
$3.24K - $3.77K
|
60
$6.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.87KNew |
$101K - $117K
|
1.87K
$196K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
12.5KNew |
$678K - $789K
|
12.5K
$1.32M
|
|
| Q4 2022 | |||||||
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
33New |
$1.75K - $1.98K
|
33
$3.47K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-79- 55.63% |
$4.2K - $4.73K
|
63
$6.62K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.64KNew |
$247K - $278K
|
4.64K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
4.33KNew |
$230K - $259K
|
4.33K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$585 - $659
|
11
$1.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
529KNew |
$28.1M - $31.7M
|
529K
$55.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
5.6KNew |
$298K - $335K
|
5.6K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
63K+ 958.29% |
$3.35M - $3.78M
|
69.6K
$7.31M
|
|