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 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
96+ 0.94% |
$20.4K - $22.6K
|
10.3K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
95New |
$20.2K - $22.4K
|
95
$24.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
93+ 465.0% |
$19.7K - $21.9K
|
113
$29.5K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90+ 2.52% |
$19.1K - $21.2K
|
3.66K
$956K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
87+ 8.64% |
$18.5K - $20.5K
|
1.09K
$286K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
84+ 2.77% |
$17.8K - $19.8K
|
3.12K
$814K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
84+ 4.96% |
$17.8K - $19.8K
|
1.78K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
80New |
$17K - $18.9K
|
80
$20.9K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
80+ 1.22% |
$17K - $18.9K
|
6.65K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
80+ 0.61% |
$17K - $18.9K
|
13.2K
$3.44M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
75+ 0.84% |
$15.9K - $17.7K
|
8.98K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
72+ 4.44% |
$15.3K - $17K
|
1.69K
$443K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
66+ 3.08% |
$14K - $15.6K
|
2.21K
$578K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
65+ 2.08% |
$13.8K - $15.3K
|
3.19K
$832K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
62+ 6.62% |
$13.2K - $14.6K
|
998
$261K
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
62+ 2.96% |
$13.2K - $14.6K
|
2.16K
$564K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
59+ 1.73% |
$12.5K - $13.9K
|
3.47K
$907K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
58+ 47.15% |
$12.3K - $13.7K
|
181
$47.3K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
58+ 2.08% |
$12.3K - $13.7K
|
2.84K
$743K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
54New |
$11.5K - $12.7K
|
54
$14.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
54+ 0.04% |
$11.5K - $12.7K
|
133K
$34.8M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
50+ 4.09% |
$10.6K - $11.8K
|
1.27K
$333K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47+ 10.02% |
$9.97K - $11.1K
|
516
$135K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
45+ 4.95% |
$9.55K - $10.6K
|
955
$250K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
44New |
$9.34K - $10.4K
|
44
$11.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
42+ 1.03% |
$8.91K - $9.9K
|
4.14K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
36+ 720.0% |
$7.64K - $8.49K
|
41
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33New |
$7K - $7.78K
|
33
$8.62K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 37.08% |
$7K - $7.78K
|
122
$31.9K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
32New |
$6.79K - $7.55K
|
32
$8.36K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30New |
$6.37K - $7.07K
|
30
$7.84K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28+ 6.51% |
$5.94K - $6.6K
|
458
$120K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.15% |
$5.52K - $6.13K
|
17K
$4.44M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25+ 0.62% |
$5.31K - $5.89K
|
4.06K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.02% |
$5.31K - $5.89K
|
107K
$28.1M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 14.12% |
$5.09K - $5.66K
|
194
$50.7K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$4.88K - $5.42K
|
23
$6.01K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22+ 2.34% |
$4.67K - $5.19K
|
964
$252K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
22+ 46.81% |
$4.67K - $5.19K
|
69
$18K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
21+ 3.04% |
$4.46K - $4.95K
|
712
$186K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
20+ 0.88% |
$4.24K - $4.72K
|
2.28K
$596K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
19New |
$4.03K - $4.48K
|
19
$4.96K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
19New |
$4.03K - $4.48K
|
19
$4.96K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
17+ 0.29% |
$3.61K - $4.01K
|
5.98K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
15+ 0.3% |
$3.18K - $3.54K
|
5.02K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
15+ 3.41% |
$3.18K - $3.54K
|
455
$119K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
14+ 0.48% |
$2.97K - $3.3K
|
2.92K
$763K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13+ 0.63% |
$2.76K - $3.07K
|
2.06K
$538K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.76% |
$2.76K - $3.07K
|
1.72K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13New |
$2.76K - $3.07K
|
13
$3.4K
|