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 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
811+ 48.65% |
$172K - $191K
|
2.48K
$647K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
802+ 31.77% |
$170K - $189K
|
3.33K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
794+ 5.76% |
$168K - $187K
|
14.6K
$3.81M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
791+ 5.12% |
$168K - $187K
|
16.2K
$4.25M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
790New |
$168K - $186K
|
790
$206K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
778+ 14.33% |
$165K - $183K
|
6.21K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
772+ 11.08% |
$164K - $182K
|
7.74K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
769+ 6.09% |
$163K - $181K
|
13.4K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
747+ 44.78% |
$159K - $176K
|
2.42K
$631K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
737+ 125.34% |
$156K - $174K
|
1.33K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
728+ 4.72% |
$154K - $172K
|
16.2K
$4.22M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
725+ 805.56% |
$154K - $171K
|
815
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
716+ 3.89% |
$152K - $169K
|
19.1K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
702+ 3.79% |
$149K - $166K
|
19.2K
$5.02M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
699+ 6.96% |
$148K - $165K
|
10.7K
$2.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
655+ 37.77% |
$139K - $154K
|
2.39K
$624K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
654+ 38.93% |
$139K - $154K
|
2.33K
$610K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
650New |
$138K - $153K
|
650
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
640+ 11.18% |
$136K - $151K
|
6.36K
$1.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
634+ 8.04% |
$135K - $149K
|
8.52K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
615New |
$131K - $145K
|
615
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
601New |
$128K - $142K
|
601
$157K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
583+ 5.03% |
$124K - $137K
|
12.2K
$3.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
576+ 7.29% |
$122K - $136K
|
8.48K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
572+ 2.58% |
$121K - $135K
|
22.7K
$5.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
570+ 4.1% |
$121K - $134K
|
14.5K
$3.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
550+ 1.1% |
$117K - $130K
|
50.7K
$13.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
532+ 4.36% |
$113K - $125K
|
12.7K
$3.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
528+ 4.6% |
$112K - $124K
|
12K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
527+ 0.44% |
$112K - $124K
|
120K
$31.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
524+ 3.32% |
$111K - $124K
|
16.3K
$4.26M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
521+ 8.17% |
$111K - $123K
|
6.9K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
518New |
$110K - $122K
|
518
$135K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
512+ 5.58% |
$109K - $121K
|
9.68K
$2.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
507+ 25.35% |
$108K - $120K
|
2.51K
$655K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
487+ 5.4% |
$103K - $115K
|
9.51K
$2.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
454+ 12.58% |
$96.3K - $107K
|
4.06K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
442+ 5.75% |
$93.8K - $104K
|
8.14K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
441+ 127.83% |
$93.6K - $104K
|
786
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
437+ 31.21% |
$92.7K - $103K
|
1.84K
$480K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
434+ 246.59% |
$92.1K - $102K
|
610
$159K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
430+ 0.93% |
$91.3K - $101K
|
46.7K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
429+ 5.14% |
$91K - $101K
|
8.77K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
389+ 5.48% |
$82.5K - $91.7K
|
7.48K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
385+ 3.95% |
$81.7K - $90.8K
|
10.1K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
375+ 75.6% |
$79.6K - $88.4K
|
871
$228K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
372+ 20.31% |
$78.9K - $87.7K
|
2.2K
$576K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
369+ 13.41% |
$78.3K - $87K
|
3.12K
$815K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
358+ 0.66% |
$76K - $84.4K
|
54.9K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
355+ 12.22% |
$75.3K - $83.7K
|
3.26K
$852K
|