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 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.51% |
$5.5K - $6.31K
|
6.11K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
31+ 0.89% |
$5.5K - $6.31K
|
3.52K
$922K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
30New |
$5.32K - $6.11K
|
30
$7.86K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29New |
$5.15K - $5.9K
|
29
$7.59K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28+ 0.29% |
$4.97K - $5.7K
|
9.57K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
27+ 90.0% |
$4.79K - $5.5K
|
57
$14.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
26New |
$4.61K - $5.29K
|
26
$6.81K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
26+ 1.43% |
$4.61K - $5.29K
|
1.84K
$482K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26+ 0.48% |
$4.61K - $5.29K
|
5.45K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 2.5% |
$4.44K - $5.09K
|
1.03K
$269K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
25+ 1.31% |
$4.44K - $5.09K
|
1.94K
$507K
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
25+ 0.01% |
$4.44K - $5.09K
|
449K
$118M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
24+ 0.35% |
$4.26K - $4.89K
|
6.87K
$1.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23+ 0.11% |
$4.08K - $4.68K
|
21.6K
$5.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21+ 0.27% |
$3.73K - $4.28K
|
7.75K
$2.03M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 10.45% |
$3.73K - $4.28K
|
222
$58.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
20+ 400.0% |
$3.55K - $4.07K
|
25
$6.55K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
19+ 0.73% |
$3.37K - $3.87K
|
2.62K
$686K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 1.28% |
$3.19K - $3.66K
|
1.43K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17+ 0.09% |
$3.02K - $3.46K
|
19.1K
$5M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
15+ 1.09% |
$2.66K - $3.05K
|
1.39K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15New |
$2.66K - $3.05K
|
15
$3.93K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13+ 0.32% |
$2.31K - $2.65K
|
4.02K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
12+ 0.19% |
$2.13K - $2.44K
|
6.25K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$1.95K - $2.24K
|
16.9K
$4.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
11+ 7.64% |
$1.95K - $2.24K
|
155
$40.6K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 6.51% |
$1.95K - $2.24K
|
180
$47.1K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10New |
$1.77K - $2.04K
|
10
$2.62K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9+ 0.22% |
$1.6K - $1.83K
|
4.04K
$1.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
8+ 0.19% |
$1.42K - $1.63K
|
4.19K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 3.17% |
$1.42K - $1.63K
|
260
$68.1K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8+ 0.2% |
$1.42K - $1.63K
|
3.95K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
6+ 0.06% |
$1.06K - $1.22K
|
9.88K
$2.59M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6New |
$1.06K - $1.22K
|
6
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 0.16% |
$1.06K - $1.22K
|
3.72K
$975K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$887 - $1.02K
|
5
$1.31K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.15% |
$887 - $1.02K
|
3.31K
$867K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
5+ 0.09% |
$887 - $1.02K
|
5.32K
$1.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4+ 0.19% |
$710 - $814
|
2.1K
$550K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.13% |
$710 - $814
|
3.15K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.13% |
$710 - $814
|
3.05K
$798K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 1.22% |
$710 - $814
|
332
$86.9K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.2% |
$710 - $814
|
2.03K
$531K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.26% |
$532 - $611
|
1.15K
$300K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.18% |
$532 - $611
|
1.7K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.19% |
$532 - $611
|
1.62K
$424K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.17% |
$355 - $407
|
1.19K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.15% |
$355 - $407
|
1.36K
$355K
|
|
|
Apr 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.17% |
$355 - $407
|
1.2K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$355 - $407
|
2
$524
|