Purchases and Sales Made in Q1 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP GROWTH INDEX .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
372+ 9.96% |
$74.3K - $93.5K
|
4.11K
$1.1M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
366+ 3.33% |
$73.1K - $92K
|
11.4K
$3.05M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
350New |
$69.9K - $88K
|
350
$94.1K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
342+ 4.73% |
$68.3K - $86K
|
7.58K
$2.04M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
321+ 10.42% |
$64.1K - $80.7K
|
3.4K
$915K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
313+ 7.29% |
$62.5K - $78.7K
|
4.61K
$1.24M
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
310+ 1.74% |
$61.9K - $77.9K
|
18.2K
$4.88M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
306+ 566.67% |
$61.1K - $76.9K
|
360
$96.8K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
303+ 5.45% |
$60.5K - $76.2K
|
5.87K
$1.58M
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
302+ 0.32% |
$60.3K - $75.9K
|
93.7K
$25.2M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
289+ 3.25% |
$57.7K - $72.6K
|
9.18K
$2.47M
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
BUY
|
- |
288+ 8.47% |
$57.5K - $72.4K
|
3.69K
$991K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
288+ 244.07% |
$57.5K - $72.4K
|
406
$109K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
287+ 1.46% |
$57.3K - $72.1K
|
19.9K
$5.34M
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
282+ 3.02% |
$56.3K - $70.9K
|
9.61K
$2.58M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
275+ 13.7% |
$54.9K - $69.1K
|
2.28K
$613K
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
273+ 23.29% |
$54.5K - $68.6K
|
1.45K
$388K
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
272+ 4.97% |
$54.3K - $68.4K
|
5.74K
$1.54M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
267+ 2.07% |
$53.3K - $67.1K
|
13.2K
$3.54M
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
267+ 206.98% |
$53.3K - $67.1K
|
396
$106K
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
267+ 9.17% |
$53.3K - $67.1K
|
3.18K
$854K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
248New |
$49.5K - $62.3K
|
248
$66.7K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
243+ 2.72% |
$48.5K - $61.1K
|
9.18K
$2.47M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
241+ 12.47% |
$48.1K - $60.6K
|
2.17K
$584K
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
239New |
$47.7K - $60.1K
|
239
$64.2K
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
209+ 14.41% |
$41.7K - $52.5K
|
1.66K
$446K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
201+ 4.84% |
$40.2K - $50.5K
|
4.35K
$1.17M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
200+ 0.8% |
$40K - $50.3K
|
25.3K
$6.79M
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
194+ 1.01% |
$38.8K - $48.8K
|
19.4K
$5.22M
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
BUY
|
- |
192+ 1.0% |
$38.4K - $48.3K
|
19.4K
$5.22M
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
188+ 2.26% |
$37.6K - $47.3K
|
8.5K
$2.28M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
185New |
$37K - $46.5K
|
185
$49.7K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
176New |
$35.2K - $44.2K
|
176
$47.3K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
175+ 5.54% |
$35K - $44K
|
3.33K
$896K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
174+ 4.73% |
$34.8K - $43.7K
|
3.86K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
170+ 239.44% |
$34K - $42.7K
|
241
$64.8K
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
170+ 0.37% |
$34K - $42.7K
|
46.4K
$12.5M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
142+ 4.05% |
$28.4K - $35.7K
|
3.65K
$981K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
141+ 6.62% |
$28.2K - $35.4K
|
2.27K
$611K
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
135+ 4.44% |
$27K - $33.9K
|
3.17K
$853K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
133+ 1.26% |
$26.6K - $33.4K
|
10.7K
$2.88M
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
132+ 3.39% |
$26.4K - $33.2K
|
4.02K
$1.08M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
127New |
$25.4K - $31.9K
|
127
$34.1K
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
125+ 6.12% |
$25K - $31.4K
|
2.17K
$582K
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
120+ 1.51% |
$24K - $30.2K
|
8.07K
$2.17M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
120+ 2.46% |
$24K - $30.2K
|
4.99K
$1.34M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 8.89% |
$24K - $30.2K
|
1.47K
$395K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
120+ 2.05% |
$24K - $30.2K
|
5.98K
$1.61M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 8.35% |
$23.2K - $29.2K
|
1.51K
$405K
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
115+ 0.37% |
$23K - $28.9K
|
31.6K
$8.49M
|