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 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
340+ 14.89% |
$72.2K - $80.2K
|
2.62K
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
337+ 36.43% |
$71.5K - $79.5K
|
1.26K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
323+ 8.77% |
$68.5K - $76.2K
|
4.01K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
313+ 0.49% |
$66.4K - $73.8K
|
64.4K
$16.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
308+ 1.24% |
$65.4K - $72.6K
|
25.1K
$6.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
304+ 2.9% |
$64.5K - $71.7K
|
10.8K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
289+ 1.58% |
$61.3K - $68.1K
|
18.6K
$4.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
283+ 4.28% |
$60.1K - $66.7K
|
6.9K
$1.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
270+ 23.46% |
$57.3K - $63.7K
|
1.42K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
270+ 0.59% |
$57.3K - $63.7K
|
46K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
265+ 13.67% |
$56.2K - $62.5K
|
2.2K
$576K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
245+ 8.62% |
$52K - $57.8K
|
3.09K
$807K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
240+ 0.47% |
$50.9K - $56.6K
|
51.5K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
236+ 5.51% |
$50.1K - $55.6K
|
4.52K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
230+ 16.9% |
$48.8K - $54.2K
|
1.59K
$416K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
230New |
$48.8K - $54.2K
|
230
$60.1K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
224+ 3.18% |
$47.5K - $52.8K
|
7.27K
$1.9M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
224+ 5.32% |
$47.5K - $52.8K
|
4.43K
$1.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
222New |
$47.1K - $52.3K
|
222
$58K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
220+ 1.86% |
$46.7K - $51.9K
|
12K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
216+ 1.17% |
$45.8K - $50.9K
|
18.7K
$4.87M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
201New |
$42.7K - $47.4K
|
201
$52.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200+ 377.36% |
$42.4K - $47.2K
|
253
$66.1K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
196+ 0.74% |
$41.6K - $46.2K
|
26.6K
$6.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
186+ 0.31% |
$39.5K - $43.9K
|
60.7K
$15.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
185+ 44.47% |
$39.3K - $43.6K
|
601
$157K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
180+ 3.22% |
$38.2K - $42.4K
|
5.77K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
176+ 18.99% |
$37.3K - $41.5K
|
1.1K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
175+ 17.57% |
$37.1K - $41.3K
|
1.17K
$306K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
174+ 7.24% |
$36.9K - $41K
|
2.58K
$673K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
165+ 6.61% |
$35K - $38.9K
|
2.66K
$695K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
153+ 13.18% |
$32.5K - $36.1K
|
1.31K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150New |
$31.8K - $35.4K
|
150
$39.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
148+ 0.42% |
$31.4K - $34.9K
|
35.1K
$9.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
145+ 7.41% |
$30.8K - $34.2K
|
2.1K
$549K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
143+ 3.23% |
$30.3K - $33.7K
|
4.58K
$1.2M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
140+ 1.52% |
$29.7K - $33K
|
9.38K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
135+ 3.7% |
$28.6K - $31.8K
|
3.78K
$988K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
131+ 4.1% |
$27.8K - $30.9K
|
3.32K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
131+ 5.96% |
$27.8K - $30.9K
|
2.33K
$609K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
131+ 0.93% |
$27.8K - $30.9K
|
14.2K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
130+ 2.35% |
$27.6K - $30.7K
|
5.66K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
129+ 0.4% |
$27.4K - $30.4K
|
32.3K
$8.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
126+ 9.33% |
$26.7K - $29.7K
|
1.48K
$386K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
122New |
$25.9K - $28.8K
|
122
$31.9K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
115+ 1.27% |
$24.4K - $27.1K
|
9.19K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
112+ 9.26% |
$23.8K - $26.4K
|
1.32K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
111+ 3.71% |
$23.6K - $26.2K
|
3.1K
$811K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
105+ 4.07% |
$22.3K - $24.8K
|
2.68K
$701K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
105+ 9.56% |
$22.3K - $24.8K
|
1.2K
$314K
|