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 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-50- 1.95% |
$8.87K - $10.2K
|
2.52K
$659K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-51- 0.4% |
$9.05K - $10.4K
|
12.7K
$3.32M
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-52- 1.78% |
$9.23K - $10.6K
|
2.88K
$753K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-55- 1.42% |
$9.76K - $11.2K
|
3.81K
$999K
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-56- 4.45% |
$9.94K - $11.4K
|
1.2K
$315K
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-62- 0.39% |
$11K - $12.6K
|
15.9K
$4.17M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-63- 0.81% |
$11.2K - $12.8K
|
7.76K
$2.03M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-64- 3.39% |
$11.4K - $13K
|
1.82K
$478K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-64- 17.16% |
$11.4K - $13K
|
309
$80.9K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-65- 2.39% |
$11.5K - $13.2K
|
2.65K
$694K
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-66- 1.03% |
$11.7K - $13.4K
|
6.35K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-66- 1.0% |
$11.7K - $13.4K
|
6.55K
$1.72M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-71- 76.34% |
$12.6K - $14.5K
|
22
$5.76K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71- 11.38% |
$12.6K - $14.5K
|
553
$145K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-72- 12.18% |
$12.8K - $14.7K
|
519
$136K
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-75- 1.64% |
$13.3K - $15.3K
|
4.51K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-78- 2.2% |
$13.8K - $15.9K
|
3.47K
$908K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-80- 5.9% |
$14.2K - $16.3K
|
1.28K
$334K
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-85- 5.79% |
$15.1K - $17.3K
|
1.38K
$362K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-87- 0.79% |
$15.4K - $17.7K
|
10.9K
$2.86M
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-88- 4.67% |
$15.6K - $17.9K
|
1.8K
$470K
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-88- 7.7% |
$15.6K - $17.9K
|
1.06K
$276K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-88- 1.81% |
$15.6K - $17.9K
|
4.78K
$1.25M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-94- 0.16% |
$16.7K - $19.1K
|
60.3K
$15.8M
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-95- 1.08% |
$16.9K - $19.3K
|
8.68K
$2.27M
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-96- 2.41% |
$17K - $19.5K
|
3.89K
$1.02M
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-96- 7.24% |
$17K - $19.5K
|
1.23K
$322K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-97- 74.05% |
$17.2K - $19.8K
|
34
$8.9K
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-98- 1.8% |
$17.4K - $20K
|
5.34K
$1.4M
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-100- 8.58% |
$17.7K - $20.4K
|
1.07K
$279K
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-101- 2.14% |
$17.9K - $20.6K
|
4.62K
$1.21M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-101- 0.23% |
$17.9K - $20.6K
|
44.2K
$11.6M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-101- 2.45% |
$17.9K - $20.6K
|
4.03K
$1.05M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-104- 1.09% |
$18.5K - $21.2K
|
9.4K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-106- 7.09% |
$18.8K - $21.6K
|
1.39K
$364K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-106- 1.52% |
$18.8K - $21.6K
|
6.86K
$1.8M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-106- 0.8% |
$18.8K - $21.6K
|
13.2K
$3.45M
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-109- 5.19% |
$19.3K - $22.2K
|
1.99K
$521K
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-110- 17.19% |
$19.5K - $22.4K
|
530
$139K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-115- 7.61% |
$20.4K - $23.4K
|
1.4K
$366K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-118- 0.23% |
$20.9K - $24K
|
50.5K
$13.2M
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-133- 1.44% |
$23.6K - $27.1K
|
9.1K
$2.38M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-133- 12.83% |
$23.6K - $27.1K
|
904
$237K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-134- 1.65% |
$23.8K - $27.3K
|
8K
$2.09M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-134- 5.01% |
$23.8K - $27.3K
|
2.54K
$665K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-139- 0.68% |
$24.7K - $28.3K
|
20.4K
$5.35M
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-140- 10.12% |
$24.8K - $28.5K
|
1.24K
$326K
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-141- 2.44% |
$25K - $28.7K
|
5.65K
$1.48M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-142- 1.01% |
$25.2K - $28.9K
|
14K
$3.65M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-149- 4.92% |
$26.4K - $30.3K
|
2.88K
$753K
|