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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.71K+ 5.24% |
$303K - $348K
|
34.3K
$9.23M
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.7KNew |
$302K - $347K
|
1.7K
$457K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.68KNew |
$298K - $342K
|
1.68K
$452K
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.67KNew |
$296K - $339K
|
1.67K
$448K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 765.57% |
$288K - $330K
|
1.84K
$493K
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.6K+ 6.29% |
$284K - $326K
|
27K
$7.27M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.47K+ 1.37% |
$261K - $299K
|
109K
$29.3M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.45KNew |
$257K - $294K
|
1.45K
$389K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.41KNew |
$251K - $287K
|
1.41K
$380K
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.38K+ 18.13% |
$245K - $281K
|
9.01K
$2.42M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$245K - $281K
|
1.38K
$371K
|
|
Apr 21, 2023
Q1 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.36K+ 3.63% |
$242K - $277K
|
38.9K
$10.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.36K+ 1.68% |
$240K - $276K
|
81.8K
$22M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.34K+ 66.98% |
$238K - $273K
|
3.34K
$897K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.33KNew |
$236K - $271K
|
1.33K
$357K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.25KNew |
$221K - $254K
|
1.25K
$335K
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.24K+ 3.94% |
$221K - $253K
|
32.8K
$8.82M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.24K+ 29.26% |
$220K - $252K
|
5.48K
$1.47M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 2.05% |
$219K - $252K
|
61.5K
$16.5M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.23K+ 21.62% |
$219K - $251K
|
6.94K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.21KNew |
$215K - $246K
|
1.21K
$325K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.2KNew |
$212K - $243K
|
1.2K
$321K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$205K - $235K
|
1.16K
$311K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.15K+ 5.7% |
$204K - $234K
|
21.4K
$5.74M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$204K - $234K
|
1.15K
$309K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.14KNew |
$202K - $231K
|
1.14K
$305K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 6.84% |
$197K - $226K
|
17.4K
$4.67M
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$299K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$298K
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.11KNew |
$196K - $225K
|
1.11K
$297K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.1KNew |
$196K - $225K
|
1.1K
$296K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1KNew |
$194K - $223K
|
1.1K
$295K
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$190K - $218K
|
1.07K
$288K
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$185K - $212K
|
1.04K
$280K
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.03KNew |
$183K - $210K
|
1.03K
$278K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 8.22% |
$183K - $210K
|
13.6K
$3.65M
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.03KNew |
$183K - $210K
|
1.03K
$277K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.03K+ 8.12% |
$183K - $210K
|
13.7K
$3.68M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$182K - $209K
|
1.03K
$276K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.03K+ 26.22% |
$182K - $209K
|
4.95K
$1.33M
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.02K+ 6.59% |
$181K - $208K
|
16.5K
$4.45M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 1.51% |
$180K - $207K
|
68.2K
$18.3M
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
977+ 8.99% |
$173K - $199K
|
11.8K
$3.18M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
954New |
$169K - $194K
|
954
$256K
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
893+ 7.93% |
$158K - $182K
|
12.2K
$3.27M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
885+ 750.0% |
$157K - $180K
|
1K
$270K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
868+ 16.18% |
$154K - $177K
|
6.23K
$1.68M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
860+ 3.25% |
$153K - $175K
|
27.3K
$7.34M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
822+ 39.81% |
$146K - $167K
|
2.89K
$776K
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
814+ 6.31% |
$144K - $166K
|
13.7K
$3.68M
|