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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 254.42% |
$532K - $591K
|
3.49K
$894K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.46K+ 3.54% |
$523K - $581K
|
72K
$18.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.34K+ 20.88% |
$497K - $552K
|
13.6K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.23KNew |
$474K - $527K
|
2.23K
$572K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.22KNew |
$472K - $524K
|
2.22K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.2K+ 3.35% |
$467K - $519K
|
67.9K
$17.4M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.14KNew |
$455K - $506K
|
2.14K
$549K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.04K+ 61.19% |
$432K - $480K
|
5.37K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2KNew |
$424K - $472K
|
2K
$512K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.97K+ 12.78% |
$419K - $465K
|
17.4K
$4.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.97KNew |
$418K - $464K
|
1.97K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.93K+ 8.08% |
$409K - $454K
|
25.7K
$6.59M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.92K+ 68.48% |
$407K - $452K
|
4.71K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.87K+ 9.15% |
$396K - $440K
|
22.3K
$5.7M
|
|
|
May 08, 2024
Q1 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.84K+ 4.91% |
$391K - $435K
|
39.4K
$10.1M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.8K+ 4.26% |
$383K - $425K
|
44.1K
$11.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.8K+ 39.56% |
$382K - $425K
|
6.35K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.79K+ 4.88% |
$380K - $423K
|
38.5K
$9.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.76K+ 6780.77% |
$374K - $416K
|
1.79K
$458K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.75K+ 137.2% |
$372K - $413K
|
3.03K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.72K+ 77.69% |
$364K - $405K
|
3.93K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.71K+ 122.83% |
$363K - $403K
|
3.1K
$795K
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.7K+ 1.75% |
$361K - $401K
|
98.9K
$25.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.66K+ 1.87% |
$351K - $390K
|
90.1K
$23.1M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 123.98% |
$350K - $389K
|
2.98K
$763K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.64K+ 17.23% |
$348K - $387K
|
11.2K
$2.86M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.64K+ 9.61% |
$347K - $386K
|
18.7K
$4.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.62K+ 32.02% |
$344K - $382K
|
6.69K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.6K+ 6.29% |
$338K - $376K
|
26.9K
$6.9M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.56K+ 0.76% |
$330K - $367K
|
205K
$52.6M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.56K+ 96.52% |
$330K - $367K
|
3.17K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.55K+ 32.11% |
$329K - $365K
|
6.37K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 166.7% |
$327K - $364K
|
2.47K
$632K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.54K+ 1212.6% |
$327K - $363K
|
1.67K
$427K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.53KNew |
$325K - $361K
|
1.53K
$392K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51KNew |
$320K - $356K
|
1.51K
$387K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.47K+ 26.28% |
$312K - $346K
|
7.06K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 1.71% |
$310K - $345K
|
86.9K
$22.3M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.44K+ 53.56% |
$306K - $340K
|
4.14K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.43K+ 49.09% |
$302K - $336K
|
4.33K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.42K+ 4.45% |
$302K - $335K
|
33.4K
$8.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.38K+ 3.85% |
$292K - $324K
|
37.1K
$9.51M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.31KNew |
$278K - $309K
|
1.31K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
1.31KNew |
$278K - $308K
|
1.31K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.28K+ 78.27% |
$271K - $301K
|
2.9K
$744K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
1.27K+ 5.1% |
$270K - $300K
|
26.2K
$6.72M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.26KNew |
$267K - $297K
|
1.26K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.25K+ 23.7% |
$265K - $294K
|
6.51K
$1.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 2.98% |
$264K - $294K
|
43.1K
$11M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.21K+ 15.3% |
$257K - $286K
|
9.14K
$2.34M
|