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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11New |
$2.2K - $2.77K
|
11
$3.13K
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.2K - $2.77K
|
5.1K
$1.45M
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9+ 0.9% |
$1.8K - $2.26K
|
1.01K
$286K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
9+ 0.21% |
$1.8K - $2.26K
|
4.26K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
8+ 0.11% |
$1.6K - $2.01K
|
7.21K
$2.05M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8+ 0.44% |
$1.6K - $2.01K
|
1.83K
$521K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
7+ 0.34% |
$1.4K - $1.76K
|
2.08K
$592K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
5New |
$999 - $1.26K
|
5
$1.42K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.31% |
$799 - $1.01K
|
1.28K
$364K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.04% |
$799 - $1.01K
|
10.7K
$3.04M
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.14% |
$599 - $754
|
2.13K
$605K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.1% |
$400 - $503
|
2.07K
$587K
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2+ 0.11% |
$400 - $503
|
1.77K
$504K
|
|
May 05, 2025
Q1 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.13% |
$400 - $503
|
1.56K
$444K
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.17% |
$400 - $503
|
1.19K
$340K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.06% |
$400 - $503
|
3.13K
$890K
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.06% |
$200 - $251
|
1.6K
$456K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.97% |
$200 - $251
|
104
$29.6K
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.04% |
$200 - $251
|
2.7K
$767K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$200 - $251
|
1.04K
$296K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$200 - $251
|
3.64K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$200 - $251
|
6.04K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.1% |
$200 - $251
|
1.05K
$300K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.1% |
$200 - $251
|
1.03K
$294K
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$200 - $251
|
1.77K
$504K
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1+ 0.1% |
$200 - $251
|
973
$277K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1New |
$200 - $251
|
1
$284
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.09% |
$200 - $251
|
1.14K
$323K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1+ 0.09% |
$200 - $251
|
1.11K
$317K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$200 - $251
|
1.04K
$294K
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.15% |
$200 - $251
|
684
$195K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.23% |
$200 - $251
|
426
$121K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.18% |
$400 - $503
|
1.11K
$316K
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.3% |
$400 - $503
|
658
$187K
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$799 - $1.01K
|
5.16K
$1.47M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6- 10.0% |
$1.2K - $1.51K
|
54
$15.4K
|
|
May 13, 2022
Q1 2022
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-6- 0.04% |
$1.2K - $1.51K
|
15.1K
$4.3M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-6- 0.09% |
$1.2K - $1.51K
|
6.53K
$1.86M
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 12.07% |
$1.4K - $1.76K
|
51
$14.5K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10Closed |
$2K - $2.51K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10- 71.43% |
$2K - $2.51K
|
4
$1.14K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.18% |
$2K - $2.51K
|
5.47K
$1.56M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13- 10.92% |
$2.6K - $3.27K
|
106
$30.2K
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-14- 0.24% |
$2.8K - $3.52K
|
5.72K
$1.63M
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-14- 0.28% |
$2.8K - $3.52K
|
5.05K
$1.44M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15- 15.15% |
$3K - $3.77K
|
84
$23.9K
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-15- 0.59% |
$3K - $3.77K
|
2.53K
$720K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15- 1.4% |
$3K - $3.77K
|
1.06K
$300K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16- 1.39% |
$3.2K - $4.02K
|
1.13K
$322K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-17- 0.18% |
$3.4K - $4.27K
|
9.21K
$2.62M
|