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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
13+ 0.45% |
$2.76K - $3.07K
|
2.93K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
12New |
$2.55K - $2.83K
|
12
$3.14K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$2.33K - $2.59K
|
5.86K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
11+ 0.03% |
$2.33K - $2.59K
|
34.9K
$9.13M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$2.12K - $2.36K
|
10
$2.61K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.08% |
$1.91K - $2.12K
|
11.5K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 1.44% |
$1.7K - $1.89K
|
564
$147K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.27K - $1.41K
|
4.21K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5+ 0.13% |
$1.06K - $1.18K
|
3.78K
$989K
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.13% |
$1.06K - $1.18K
|
3.97K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5New |
$1.06K - $1.18K
|
5
$1.31K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4+ 0.19% |
$849 - $943
|
2.1K
$549K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3+ 0.12% |
$637 - $707
|
2.61K
$682K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.08% |
$637 - $707
|
3.63K
$948K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.11% |
$637 - $707
|
2.85K
$744K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$637 - $707
|
2.08K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.18% |
$637 - $707
|
1.63K
$426K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$424 - $472
|
1.48K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$424 - $472
|
1.52K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.22% |
$424 - $472
|
916
$239K
|
|
|
Apr 15, 2024
Q1 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
2+ 0.12% |
$424 - $472
|
1.62K
$423K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.21% |
$424 - $472
|
942
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$424 - $472
|
1.16K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$424 - $472
|
1.06K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$212 - $236
|
21.4K
$5.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.08% |
$212 - $236
|
1.27K
$331K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$212 - $236
|
985
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.19% |
$212 - $236
|
538
$141K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.49% |
$212 - $236
|
68
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.01% |
$212 - $236
|
7.19K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.02% |
$212 - $236
|
5.34K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.11% |
$212 - $236
|
917
$240K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$212 - $236
|
2.12K
$553K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2- 0.05% |
$424 - $472
|
3.92K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3- 0.31% |
$637 - $707
|
977
$255K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4- 0.15% |
$849 - $943
|
2.75K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5- 0.13% |
$1.06K - $1.18K
|
3.77K
$984K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 0.96% |
$1.06K - $1.18K
|
515
$135K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-5- 0.87% |
$1.06K - $1.18K
|
568
$148K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-5- 0.19% |
$1.06K - $1.18K
|
2.66K
$696K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-6- 0.12% |
$1.27K - $1.41K
|
5.03K
$1.31M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-6- 0.04% |
$1.27K - $1.41K
|
15K
$3.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6- 0.73% |
$1.27K - $1.41K
|
815
$213K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-7- 0.04% |
$1.49K - $1.65K
|
18.6K
$4.87M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-10- 11.63% |
$2.12K - $2.36K
|
76
$19.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.98% |
$2.12K - $2.36K
|
1.01K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.01% |
$2.33K - $2.59K
|
88.9K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-13- 0.45% |
$2.76K - $3.07K
|
2.87K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-14- 1.21% |
$2.97K - $3.3K
|
1.15K
$300K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-14- 0.85% |
$2.97K - $3.3K
|
1.63K
$427K
|