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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-777- 7.82% |
$138K - $158K
|
9.15K
$2.46M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-787Closed |
$140K - $160K
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-807- 2.17% |
$143K - $164K
|
36.4K
$9.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-831- 7.16% |
$147K - $169K
|
10.8K
$2.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-842- 1.09% |
$149K - $171K
|
76.3K
$20.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-849- 3.57% |
$151K - $173K
|
23K
$6.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-875- 13.04% |
$155K - $178K
|
5.84K
$1.57M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-888- 3.12% |
$158K - $181K
|
27.6K
$7.41M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-903- 0.5% |
$160K - $184K
|
181K
$48.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-928- 6.77% |
$165K - $189K
|
12.8K
$3.43M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-950- 32.2% |
$169K - $193K
|
2K
$538K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1K- 12.54% |
$177K - $204K
|
6.97K
$1.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.08K- 3.59% |
$191K - $219K
|
29K
$7.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 3.23% |
$195K - $224K
|
33K
$8.86M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.12K- 89.56% |
$199K - $229K
|
131
$35.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 25.96% |
$203K - $233K
|
3.27K
$879K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.15K- 23.34% |
$205K - $235K
|
3.79K
$1.02M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.22K- 32.44% |
$216K - $247K
|
2.53K
$680K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.22K- 17.23% |
$216K - $247K
|
5.84K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.22K- 32.63% |
$216K - $247K
|
2.51K
$674K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.24K- 20.77% |
$220K - $252K
|
4.72K
$1.27M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 0.91% |
$227K - $261K
|
139K
$37.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.3K- 27.23% |
$230K - $264K
|
3.46K
$931K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.31K- 4.83% |
$232K - $267K
|
25.8K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.33K- 5.22% |
$237K - $271K
|
24.2K
$6.51M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.36K- 6.52% |
$241K - $277K
|
19.5K
$5.25M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 67.63% |
$248K - $285K
|
670
$180K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.44K- 8.08% |
$256K - $294K
|
16.4K
$4.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.46K- 22.15% |
$259K - $297K
|
5.13K
$1.38M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.47K- 37.25% |
$260K - $299K
|
2.47K
$665K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 57.35% |
$272K - $312K
|
1.14K
$306K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.64K- 6.39% |
$291K - $334K
|
24K
$6.45M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.74K- 12.38% |
$309K - $355K
|
12.3K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.75K- 18.27% |
$311K - $357K
|
7.84K
$2.11M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.86K- 12.54% |
$329K - $378K
|
12.9K
$3.48M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.9K- 4.28% |
$337K - $387K
|
42.5K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.92K- 10.84% |
$341K - $392K
|
15.8K
$4.25M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.94K- 81.77% |
$345K - $395K
|
433
$116K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.02K- 11.64% |
$358K - $411K
|
15.3K
$4.12M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.07K- 3.29% |
$367K - $421K
|
60.8K
$16.3M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.13K- 24.15% |
$378K - $433K
|
6.68K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.19K- 44.62% |
$388K - $445K
|
2.71K
$729K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.19K- 16.04% |
$389K - $447K
|
11.5K
$3.09M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.21K- 54.68% |
$393K - $451K
|
1.83K
$493K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.21K- 27.87% |
$393K - $451K
|
5.73K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.43K- 16.94% |
$432K - $495K
|
11.9K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.71K- 19.88% |
$481K - $552K
|
10.9K
$2.94M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.72K- 78.02% |
$483K - $554K
|
767
$206K
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.74K- 52.93% |
$486K - $558K
|
2.44K
$655K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.75K- 16.94% |
$487K - $559K
|
13.5K
$3.62M
|