Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-312- 3.5% |
$55.4K - $63.5K
|
8.61K
$2.26M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-335- 0.94% |
$59.4K - $68.2K
|
35.4K
$9.26M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-336- 1.6% |
$59.6K - $68.4K
|
20.7K
$5.42M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-344- 5.07% |
$61K - $70K
|
6.45K
$1.69M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-347- 25.57% |
$61.6K - $70.7K
|
1.01K
$264K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-375- 4.02% |
$66.5K - $76.4K
|
8.96K
$2.35M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-398- 11.13% |
$70.6K - $81K
|
3.18K
$833K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-403- 0.47% |
$71.5K - $82.1K
|
85.9K
$22.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-413- 0.56% |
$73.3K - $84.1K
|
73.2K
$19.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-425- 2.09% |
$75.4K - $86.5K
|
19.9K
$5.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-429- 12.99% |
$76.1K - $87.3K
|
2.87K
$752K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-430- 10.53% |
$76.3K - $87.6K
|
3.66K
$957K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-431- 3.23% |
$76.5K - $87.8K
|
12.9K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-440- 19.86% |
$78.1K - $89.6K
|
1.78K
$465K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-442- 10.14% |
$78.4K - $90K
|
3.92K
$1.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-460- 18.2% |
$81.6K - $93.7K
|
2.07K
$541K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-467- 5.51% |
$82.9K - $95.1K
|
8.01K
$2.1M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-469- 18.76% |
$83.2K - $95.5K
|
2.03K
$532K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-486- 2.27% |
$86.2K - $99K
|
20.9K
$5.48M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-487- 5.37% |
$86.4K - $99.2K
|
8.58K
$2.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-489- 0.79% |
$86.8K - $99.6K
|
61.7K
$16.2M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-494- 7.97% |
$87.7K - $101K
|
5.7K
$1.49M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-495- 17.48% |
$87.8K - $101K
|
2.34K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-498- 1.38% |
$88.4K - $101K
|
35.5K
$9.3M
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-508- 2.71% |
$90.1K - $103K
|
18.3K
$4.78M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-514- 5.63% |
$91.2K - $105K
|
8.61K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-538- 2.53% |
$95.5K - $110K
|
20.7K
$5.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-546- 2.16% |
$96.9K - $111K
|
24.7K
$6.47M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-548- 2.72% |
$97.2K - $112K
|
19.6K
$5.13M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-557- 17.38% |
$98.8K - $113K
|
2.65K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-557- 2.43% |
$98.8K - $113K
|
22.4K
$5.85M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-562- 6.72% |
$99.7K - $114K
|
7.8K
$2.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-564- 32.23% |
$100K - $115K
|
1.19K
$311K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-564- 20.32% |
$100K - $115K
|
2.21K
$579K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-567- 7.57% |
$101K - $115K
|
6.92K
$1.81M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-568- 6.38% |
$101K - $116K
|
8.33K
$2.18M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-584- 4.89% |
$104K - $119K
|
11.4K
$2.98M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-628- 6.02% |
$111K - $128K
|
9.8K
$2.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-641- 2.64% |
$114K - $131K
|
23.6K
$6.18M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-643- 4.61% |
$114K - $131K
|
13.3K
$3.49M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-650- 2.75% |
$115K - $132K
|
23K
$6.02M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-650- 20.62% |
$115K - $132K
|
2.5K
$655K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-658- 4.8% |
$117K - $134K
|
13K
$3.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-668- 6.52% |
$119K - $136K
|
9.58K
$2.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-682- 1.33% |
$121K - $139K
|
50.6K
$13.3M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-686- 0.59% |
$122K - $140K
|
116K
$30.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-715- 50.11% |
$127K - $146K
|
712
$186K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-738- 16.89% |
$131K - $150K
|
3.63K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-756- 5.31% |
$134K - $154K
|
13.5K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-763- 1.79% |
$135K - $155K
|
41.9K
$11M
|