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 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.83K- 5.32% |
$389K - $432K
|
32.6K
$8.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.99K- 19.29% |
$422K - $469K
|
8.33K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 22.1% |
$426K - $474K
|
7.08K
$1.85M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.04K- 48.41% |
$433K - $481K
|
2.18K
$568K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.07K- 57.6% |
$438K - $487K
|
1.52K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.3K- 24.86% |
$489K - $543K
|
6.96K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 6.87% |
$494K - $549K
|
31.5K
$8.24M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.37K- 34.13% |
$502K - $558K
|
4.57K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.38K- 55.18% |
$504K - $560K
|
1.93K
$505K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.42K- 6.62% |
$514K - $571K
|
34.2K
$8.93M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.49K- 5.17% |
$528K - $587K
|
45.6K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.59K- 22.03% |
$549K - $610K
|
9.16K
$2.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.68K- 4.12% |
$569K - $632K
|
62.4K
$16.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.8K- 33.05% |
$593K - $659K
|
5.66K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.9K- 37.47% |
$616K - $685K
|
4.85K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.97K- 21.31% |
$631K - $701K
|
11K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.03K- 3.35% |
$643K - $715K
|
87.3K
$22.8M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.06K- 4.68% |
$650K - $722K
|
62.4K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.12K- 17.1% |
$662K - $735K
|
15.1K
$3.95M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.17K- 3.34% |
$673K - $748K
|
91.7K
$24M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.19K- 1.64% |
$678K - $753K
|
191K
$49.9M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.27K- 49.89% |
$693K - $770K
|
3.28K
$857K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-3.38K- 7.09% |
$717K - $796K
|
44.3K
$11.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.44K- 19.77% |
$731K - $812K
|
14K
$3.65M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.5K- 43.18% |
$743K - $826K
|
4.61K
$1.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.54K- 62.83% |
$751K - $834K
|
2.09K
$547K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.59K- 3.82% |
$762K - $847K
|
90.4K
$23.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.66K- 6.72% |
$776K - $863K
|
50.7K
$13.3M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-4.06K- 66.5% |
$861K - $957K
|
2.04K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.1K- 50.2% |
$870K - $967K
|
4.07K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.26K- 36.02% |
$904K - $1M
|
7.57K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-4.46K- 6.65% |
$947K - $1.05M
|
62.7K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.62K- 51.39% |
$980K - $1.09M
|
4.37K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-5.71K- 0.56% |
$1.21M - $1.35M
|
1.02M
$267M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.3K- 63.5% |
$1.34M - $1.48M
|
3.62K
$946K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.03K- 1.5% |
$1.49M - $1.66M
|
461K
$120M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-7.2K- 53.11% |
$1.53M - $1.7M
|
6.36K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.35K- 62.98% |
$1.56M - $1.73M
|
4.32K
$1.13M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-7.71KClosed |
$1.64M - $1.82M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.13K- 4.62% |
$1.72M - $1.92M
|
168K
$43.9M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.17K- 1.25% |
$1.73M - $1.93M
|
647K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.43K- 50.71% |
$1.79M - $1.99M
|
8.19K
$2.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.18K- 18.57% |
$1.95M - $2.16M
|
40.2K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.2K- 38.45% |
$2.37M - $2.63M
|
17.8K
$4.66M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 3.71% |
$2.56M - $2.84M
|
313K
$81.7M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.1K- 1.59% |
$4.26M - $4.74M
|
1.25M
$325M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.2K- 19.31% |
$4.49M - $4.99M
|
88.4K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-21.9K- 31.21% |
$4.64M - $5.15M
|
48.2K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.5K- 31.73% |
$4.78M - $5.31M
|
48.5K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26K- 36.41% |
$5.53M - $6.14M
|
45.5K
$11.9M
|