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 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14- 0.14% |
$2.97K - $3.3K
|
10.2K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-16- 1.7% |
$3.4K - $3.77K
|
926
$242K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 0.83% |
$3.61K - $4.01K
|
2.03K
$531K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-18- 4.32% |
$3.82K - $4.24K
|
399
$104K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18- 0.49% |
$3.82K - $4.24K
|
3.66K
$955K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 2.42% |
$4.03K - $4.48K
|
767
$200K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-20- 1.24% |
$4.24K - $4.72K
|
1.59K
$416K
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-21- 0.21% |
$4.46K - $4.95K
|
9.75K
$2.55M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.37% |
$4.67K - $5.19K
|
5.94K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-22- 2.22% |
$4.67K - $5.19K
|
967
$253K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24- 1.32% |
$5.09K - $5.66K
|
1.79K
$468K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-24- 0.78% |
$5.09K - $5.66K
|
3.07K
$801K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 1.77% |
$5.31K - $5.89K
|
1.39K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-25- 1.23% |
$5.31K - $5.89K
|
2.01K
$526K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-25- 6.33% |
$5.31K - $5.89K
|
370
$96.7K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-25- 0.95% |
$5.31K - $5.89K
|
2.6K
$678K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-27- 27.55% |
$5.73K - $6.37K
|
71
$18.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-27- 2.58% |
$5.73K - $6.37K
|
1.02K
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-29- 1.25% |
$6.15K - $6.84K
|
2.3K
$600K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-30- 68.18% |
$6.37K - $7.07K
|
14
$3.66K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-31- 1.07% |
$6.58K - $7.31K
|
2.86K
$746K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-37- 2.35% |
$7.85K - $8.72K
|
1.54K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-37- 0.57% |
$7.85K - $8.72K
|
6.51K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-38- 0.68% |
$8.06K - $8.96K
|
5.57K
$1.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-42- 47.19% |
$8.91K - $9.9K
|
47
$12.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.44% |
$8.91K - $9.9K
|
9.59K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 0.55% |
$8.91K - $9.9K
|
7.65K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-43- 0.84% |
$9.13K - $10.1K
|
5.09K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-48- 4.55% |
$10.2K - $11.3K
|
1.01K
$263K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 6.51% |
$10.6K - $11.8K
|
718
$188K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-52- 0.57% |
$11K - $12.3K
|
9.01K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-54- 0.96% |
$11.5K - $12.7K
|
5.57K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-55- 4.82% |
$11.7K - $13K
|
1.09K
$283K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-57- 4.43% |
$12.1K - $13.4K
|
1.23K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-58- 0.42% |
$12.3K - $13.7K
|
13.6K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-58- 0.16% |
$12.3K - $13.7K
|
36.4K
$9.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-59- 1.61% |
$12.5K - $13.9K
|
3.6K
$940K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-59- 2.3% |
$12.5K - $13.9K
|
2.5K
$653K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-60- 0.66% |
$12.7K - $14.1K
|
9.02K
$2.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-61- 0.76% |
$12.9K - $14.4K
|
7.96K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-61- 1.75% |
$12.9K - $14.4K
|
3.42K
$892K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-61- 4.78% |
$12.9K - $14.4K
|
1.22K
$318K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-64- 3.53% |
$13.6K - $15.1K
|
1.75K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-65- 1.27% |
$13.8K - $15.3K
|
5.04K
$1.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-65- 1.43% |
$13.8K - $15.3K
|
4.49K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-66- 0.6% |
$14K - $15.6K
|
11K
$2.86M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-67- 16.92% |
$14.2K - $15.8K
|
329
$86K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-67- 0.75% |
$14.2K - $15.8K
|
8.9K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-68- 0.29% |
$14.4K - $16K
|
23K
$6.02M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-68- 0.71% |
$14.4K - $16K
|
9.45K
$2.47M
|