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
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-205- 6.93% |
$43.5K - $48.3K
|
2.75K
$719K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-208- 4.69% |
$44.1K - $49K
|
4.22K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-212- 10.22% |
$45K - $50K
|
1.86K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-216- 1.13% |
$45.8K - $50.9K
|
18.9K
$4.94M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-221- 4.82% |
$46.9K - $52.1K
|
4.37K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-230- 0.68% |
$48.8K - $54.2K
|
33.7K
$8.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-235- 9.56% |
$49.9K - $55.4K
|
2.22K
$581K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-247- 1.35% |
$52.4K - $58.2K
|
18K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-248- 0.25% |
$52.6K - $58.5K
|
100K
$26.1M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-256- 11.17% |
$54.3K - $60.4K
|
2.04K
$532K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-257- 22.58% |
$54.5K - $60.6K
|
881
$230K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-258- 14.05% |
$54.8K - $60.8K
|
1.58K
$412K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-262- 7.93% |
$55.6K - $61.8K
|
3.04K
$794K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-275- 8.1% |
$58.4K - $64.8K
|
3.12K
$815K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-276- 23.25% |
$58.6K - $65.1K
|
911
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-290- 1.38% |
$61.5K - $68.4K
|
20.8K
$5.43M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-303- 0.27% |
$64.3K - $71.4K
|
113K
$29.6M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-305- 1.19% |
$64.7K - $71.9K
|
25.3K
$6.62M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-307- 5.82% |
$65.1K - $72.4K
|
4.97K
$1.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-311- 13.88% |
$66K - $73.3K
|
1.93K
$504K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-316- 0.6% |
$67.1K - $74.5K
|
52.1K
$13.6M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-319- 9.48% |
$67.7K - $75.2K
|
3.05K
$796K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-324- 1.16% |
$68.8K - $76.4K
|
27.7K
$7.23M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-329- 6.57% |
$69.8K - $77.6K
|
4.68K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-334- 3.05% |
$70.9K - $78.8K
|
10.6K
$2.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-339- 25.3% |
$71.9K - $79.9K
|
1K
$262K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-344- 6.77% |
$73K - $81.1K
|
4.74K
$1.24M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-361- 3.65% |
$76.6K - $85.1K
|
9.54K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-365- 12.9% |
$77.5K - $86.1K
|
2.47K
$644K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-367- 16.25% |
$77.9K - $86.5K
|
1.89K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-397- 15.44% |
$84.2K - $93.6K
|
2.18K
$568K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-401- 1.19% |
$85.1K - $94.6K
|
33.2K
$8.68M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-404- 9.95% |
$85.7K - $95.3K
|
3.66K
$956K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-405- 7.69% |
$85.9K - $95.5K
|
4.86K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-417- 3.81% |
$88.5K - $98.3K
|
10.5K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-438- 2.02% |
$92.9K - $103K
|
21.2K
$5.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-443- 9.85% |
$94K - $104K
|
4.06K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-446- 3.48% |
$94.6K - $105K
|
12.4K
$3.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-457- 1.7% |
$97K - $108K
|
26.5K
$6.92M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-459- 0.6% |
$97.4K - $108K
|
76.3K
$19.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-463Closed |
$98.3K - $109K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-470- 6.04% |
$99.7K - $111K
|
7.32K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-478- 5.89% |
$101K - $113K
|
7.64K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-492- 66.76% |
$104K - $116K
|
245
$64K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-494- 2.52% |
$105K - $116K
|
19.1K
$4.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-516- 3.37% |
$110K - $122K
|
14.8K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-517- 3.16% |
$110K - $122K
|
15.8K
$4.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-519- 10.0% |
$110K - $122K
|
4.67K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-521- 7.68% |
$111K - $123K
|
6.26K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-537- 2.75% |
$114K - $127K
|
19K
$4.96M
|