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 24, 2023
Q1 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.17% |
$355 - $407
|
1.2K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$355 - $407
|
2
$509
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.17% |
$355 - $407
|
1.19K
$303K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.08% |
$177 - $204
|
1.28K
$326K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.59% |
$177 - $204
|
64
$16.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$177 - $204
|
6.04K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$177 - $204
|
622
$158K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$177 - $204
|
420
$107K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$177 - $204
|
3.76K
$957K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.08% |
$177 - $204
|
1.26K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1+ 0.07% |
$177 - $204
|
1.4K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$177 - $204
|
176
$44.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$177 - $204
|
1
$254
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1- 0.05% |
$177 - $204
|
1.92K
$488K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.6% |
$177 - $204
|
165
$42K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4- 0.02% |
$710 - $814
|
19.8K
$5.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4- 0.11% |
$710 - $814
|
3.49K
$888K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-4- 0.13% |
$710 - $814
|
3.05K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-5- 0.13% |
$887 - $1.02K
|
3.91K
$995K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 2.92% |
$887 - $1.02K
|
166
$42.2K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-6- 0.09% |
$1.06K - $1.22K
|
6.4K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7- 8.14% |
$1.24K - $1.43K
|
79
$20.1K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7- 8.14% |
$1.24K - $1.43K
|
79
$20.1K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-9- 0.28% |
$1.6K - $1.83K
|
3.23K
$821K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-11- 0.31% |
$1.95K - $2.24K
|
3.56K
$906K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-12- 0.05% |
$2.13K - $2.44K
|
24.4K
$6.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-14- 2.18% |
$2.48K - $2.85K
|
627
$159K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17- 0.93% |
$3.02K - $3.46K
|
1.81K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-17- 2.18% |
$3.02K - $3.46K
|
764
$194K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 4.11% |
$3.19K - $3.66K
|
420
$107K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 1.88% |
$3.55K - $4.07K
|
1.05K
$266K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21- 4.18% |
$3.73K - $4.28K
|
481
$122K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21- 4.18% |
$3.73K - $4.28K
|
481
$122K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22- 1.12% |
$3.9K - $4.48K
|
1.94K
$492K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 1.39% |
$4.44K - $5.09K
|
1.78K
$451K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-25- 0.57% |
$4.44K - $5.09K
|
4.37K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-28- 0.46% |
$4.97K - $5.7K
|
6.12K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-29- 1.88% |
$5.15K - $5.9K
|
1.51K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-30- 7.04% |
$5.32K - $6.11K
|
396
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 2.52% |
$5.32K - $6.11K
|
1.16K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33- 0.61% |
$5.86K - $6.72K
|
5.41K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-33- 0.32% |
$5.86K - $6.72K
|
10.3K
$2.63M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40- -0.0% |
$7.1K - $8.14K
|
966K
$246M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-41- 2.39% |
$7.27K - $8.35K
|
1.68K
$426K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-43- 1.74% |
$7.63K - $8.76K
|
2.43K
$618K
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-43- 0.22% |
$7.63K - $8.76K
|
19.5K
$4.96M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-46- 67.65% |
$8.16K - $9.37K
|
22
$5.59K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-46- 2.65% |
$8.16K - $9.37K
|
1.69K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-47- 0.3% |
$8.34K - $9.57K
|
15.8K
$4.02M
|