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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.19K+ 7.61% |
$252K - $280K
|
16.8K
$4.39M
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.18KNew |
$249K - $277K
|
1.18K
$307K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.17KNew |
$248K - $276K
|
1.17K
$305K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.16KNew |
$245K - $273K
|
1.16K
$302K
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.16K+ 10.9% |
$245K - $272K
|
11.8K
$3.07M
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1.15K+ 8.0% |
$244K - $272K
|
15.6K
$4.06M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.14K+ 16.37% |
$241K - $268K
|
8.09K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.14K+ 11.38% |
$241K - $268K
|
11.1K
$2.9M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.13KNew |
$240K - $266K
|
1.13K
$295K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.13K+ 26.88% |
$239K - $265K
|
5.31K
$1.39M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$239K - $265K
|
1.12K
$294K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.09K+ 2.42% |
$231K - $257K
|
46.1K
$12.1M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.08K+ 26.9% |
$229K - $255K
|
5.1K
$1.33M
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.04K+ 27.74% |
$220K - $245K
|
4.79K
$1.25M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.04K+ 34.92% |
$220K - $244K
|
4K
$1.04M
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1KNew |
$212K - $236K
|
1K
$262K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
987New |
$209K - $233K
|
987
$258K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
984+ 4.67% |
$209K - $232K
|
22K
$5.76M
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
973+ 80.28% |
$206K - $229K
|
2.19K
$571K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
973+ 11.19% |
$206K - $229K
|
9.67K
$2.53M
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
969+ 3.19% |
$206K - $228K
|
31.4K
$8.2M
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
969+ 68.97% |
$206K - $228K
|
2.37K
$620K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
953+ 12.32% |
$202K - $225K
|
8.69K
$2.27M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
950New |
$202K - $224K
|
950
$248K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
950New |
$202K - $224K
|
950
$248K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
947New |
$201K - $223K
|
947
$247K
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
943+ 15.14% |
$200K - $222K
|
7.17K
$1.87M
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
938New |
$199K - $221K
|
938
$245K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
920New |
$195K - $217K
|
920
$240K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
916+ 954.17% |
$194K - $216K
|
1.01K
$264K
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
900New |
$191K - $212K
|
900
$235K
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
900New |
$191K - $212K
|
900
$235K
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
900New |
$191K - $212K
|
900
$235K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
894New |
$190K - $211K
|
894
$234K
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
BUY
|
- |
893+ 21.48% |
$190K - $211K
|
5.05K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
893New |
$190K - $211K
|
893
$233K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
892New |
$189K - $210K
|
892
$233K
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
890New |
$189K - $210K
|
890
$233K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
890New |
$189K - $210K
|
890
$233K
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
887New |
$188K - $209K
|
887
$232K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
885New |
$188K - $209K
|
885
$231K
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
877New |
$186K - $207K
|
877
$229K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
874New |
$185K - $206K
|
874
$228K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
869+ 5.5% |
$184K - $205K
|
16.7K
$4.36M
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
860New |
$183K - $203K
|
860
$225K
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
856New |
$182K - $202K
|
856
$224K
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
854New |
$181K - $201K
|
854
$223K
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
852New |
$181K - $201K
|
852
$223K
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
852+ 6.36% |
$181K - $201K
|
14.2K
$3.72M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
827New |
$175K - $195K
|
827
$216K
|