Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2024. 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 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.15M+ 345.71% |
$244M - $271M
|
1.48M
$388M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
160K+ 895.65% |
$33.9M - $37.7M
|
178K
$46.4M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 4.72% |
$22.4M - $24.9M
|
2.34M
$611M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 4.72% |
$22.4M - $24.9M
|
2.34M
$611M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
99.3K+ 31.91% |
$21.1M - $23.4M
|
410K
$107M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
88.4K+ 99.94% |
$18.8M - $20.8M
|
177K
$46.2M
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
76.8KNew |
$16.3M - $18.1M
|
76.8K
$20.1M
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
64.4K+ 18.25% |
$13.7M - $15.2M
|
417K
$109M
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
52.4K+ 964.0% |
$11.1M - $12.4M
|
57.9K
$15.1M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46.5K+ 1996.82% |
$9.87M - $11M
|
48.9K
$12.8M
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
35.7KNew |
$7.58M - $8.42M
|
35.7K
$9.33M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
28.2K+ 59.67% |
$5.98M - $6.65M
|
75.4K
$19.7M
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
26.7K+ 950.71% |
$5.66M - $6.29M
|
29.5K
$7.7M
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 32.71% |
$5.56M - $6.18M
|
106K
$27.8M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.8K+ 17.1% |
$5.48M - $6.09M
|
177K
$46.2M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
24.3K+ 33.17% |
$5.15M - $5.72M
|
97.4K
$25.5M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
23.6KNew |
$5.02M - $5.57M
|
23.6K
$6.18M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22K+ 272.68% |
$4.68M - $5.2M
|
30.1K
$7.87M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
20.8KNew |
$4.41M - $4.9M
|
20.8K
$5.43M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 3.98% |
$3.46M - $3.84M
|
425K
$111M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.7K+ 4155.97% |
$3.32M - $3.69M
|
16K
$4.19M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
15.4K+ 189.98% |
$3.27M - $3.64M
|
23.5K
$6.15M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 42.52% |
$3.2M - $3.55M
|
50.5K
$13.2M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
14.9K+ 9.72% |
$3.16M - $3.51M
|
168K
$43.9M
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
14KNew |
$2.97M - $3.3M
|
14K
$3.66M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
13.9K+ 0.7% |
$2.94M - $3.27M
|
1.98M
$518M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
13.8K+ 297.54% |
$2.93M - $3.25M
|
18.4K
$4.81M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5K+ 1.55% |
$2.87M - $3.18M
|
885K
$231M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.1K+ 2.21% |
$2.78M - $3.09M
|
605K
$158M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
12.6K+ 86.44% |
$2.67M - $2.97M
|
27.1K
$7.09M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.3K+ 2.48% |
$2.6M - $2.89M
|
506K
$132M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 4.98% |
$2.58M - $2.87M
|
257K
$67.1M
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
12.1KNew |
$2.57M - $2.86M
|
12.1K
$3.17M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11.2K+ 16.53% |
$2.38M - $2.64M
|
78.9K
$20.6M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 128.53% |
$2.29M - $2.54M
|
19.2K
$5.01M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.6K+ 8.69% |
$2.24M - $2.49M
|
132K
$34.5M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$2.21M - $2.45M
|
10.4K
$2.72M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
10.1KNew |
$2.13M - $2.37M
|
10.1K
$2.63M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.43K+ 7.33% |
$2M - $2.22M
|
138K
$36.1M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
9.42K+ 3.7% |
$2M - $2.22M
|
264K
$69M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.09K+ 66.81% |
$1.93M - $2.14M
|
22.7K
$5.93M
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.77KNew |
$1.86M - $2.07M
|
8.77K
$2.29M
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.69KNew |
$1.84M - $2.05M
|
8.69K
$2.27M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.32K+ 4.22% |
$1.76M - $1.96M
|
205K
$53.6M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.26K+ 5.81% |
$1.75M - $1.95M
|
151K
$39.3M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.26KNew |
$1.75M - $1.95M
|
8.26K
$2.16M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.01K+ 8.41% |
$1.7M - $1.89M
|
103K
$27M
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
7.82KNew |
$1.66M - $1.84M
|
7.82K
$2.04M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.44K+ 40.16% |
$1.58M - $1.75M
|
26K
$6.78M
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.74K+ 9.85% |
$1.43M - $1.59M
|
75.1K
$19.6M
|