Purchases and Sales Made in Q2 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.3M+ 24328.69% |
$242M - $267M
|
1.3M
$349M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
337K+ 241.44% |
$62.7M - $69.3M
|
476K
$128M
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
296KNew |
$55.1M - $60.9M
|
296K
$79.4M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
235K+ 13.15% |
$43.7M - $48.3M
|
2.02M
$541M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
150K+ 15.48% |
$27.9M - $30.8M
|
1.12M
$299M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 6.36% |
$24.3M - $26.8M
|
2.18M
$585M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 19.58% |
$18.9M - $20.9M
|
619K
$166M
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
80.1K+ 249.63% |
$14.9M - $16.5M
|
112K
$30.1M
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
74.3KNew |
$13.8M - $15.3M
|
74.3K
$19.9M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.3K+ 17.15% |
$13.5M - $14.9M
|
494K
$132M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.7K+ 15.85% |
$13M - $14.3M
|
509K
$136M
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
68.4KNew |
$12.7M - $14.1M
|
68.4K
$18.3M
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
66.8KNew |
$12.4M - $13.7M
|
66.8K
$17.9M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.7KNew |
$12.2M - $13.5M
|
65.7K
$17.6M
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
61K+ 13.58% |
$11.4M - $12.6M
|
510K
$137M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.9K+ 18.17% |
$9.29M - $10.3M
|
324K
$86.9M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
47.6K+ 2.62% |
$8.86M - $9.79M
|
1.86M
$499M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.3K+ 15.63% |
$7.33M - $8.1M
|
291K
$78M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
37.6K+ 4.18% |
$7M - $7.74M
|
938K
$251M
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
37K+ 105.79% |
$6.9M - $7.62M
|
72K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.1KNew |
$6.73M - $7.43M
|
36.1K
$9.68M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30.2K+ 13.16% |
$5.62M - $6.21M
|
260K
$69.6M
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
30KNew |
$5.59M - $6.17M
|
30K
$8.04M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 2.14% |
$5.01M - $5.53M
|
1.28M
$344M
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19.2K+ 195.99% |
$3.58M - $3.95M
|
29K
$7.77M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.8K+ 5.34% |
$3.32M - $3.67M
|
352K
$94.4M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.7K+ 2409.1% |
$3.3M - $3.65M
|
18.5K
$4.95M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 11.53% |
$2.94M - $3.25M
|
153K
$40.9M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
15.4K+ 13.84% |
$2.87M - $3.17M
|
127K
$33.9M
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
14.3K+ 4.96% |
$2.66M - $2.94M
|
302K
$80.8M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.9K+ 1203.65% |
$2.03M - $2.24M
|
11.8K
$3.16M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 4.53% |
$1.88M - $2.07M
|
232K
$62.3M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10K+ 15.64% |
$1.87M - $2.07M
|
74.2K
$19.9M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
9.51KNew |
$1.77M - $1.96M
|
9.51K
$2.55M
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
9.21KNew |
$1.72M - $1.9M
|
9.21K
$2.47M
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
9.06K+ 7.53% |
$1.69M - $1.86M
|
129K
$34.7M
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
8.94K+ 10.05% |
$1.66M - $1.84M
|
97.9K
$26.2M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.77K+ 58.37% |
$1.63M - $1.81M
|
23.8K
$6.38M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.83K+ 64.4% |
$1.46M - $1.61M
|
20K
$5.35M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.73K+ 7.1% |
$1.44M - $1.59M
|
117K
$31.3M
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.21K+ 100.68% |
$1.34M - $1.48M
|
14.4K
$3.85M
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.8K+ 569.37% |
$1.27M - $1.4M
|
8K
$2.14M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.64K+ 7.76% |
$1.24M - $1.37M
|
92.2K
$24.7M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.56K+ 3.63% |
$1.22M - $1.35M
|
187K
$50.2M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.13KNew |
$1.14M - $1.26M
|
6.13K
$1.64M
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
6.12K+ 85.86% |
$1.14M - $1.26M
|
13.3K
$3.55M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.85K+ 86.45% |
$1.09M - $1.2M
|
12.6K
$3.38M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.72K+ 200.46% |
$1.06M - $1.18M
|
8.57K
$2.3M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.12K+ 3.24% |
$953K - $1.05M
|
163K
$43.7M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.1K+ 41.07% |
$950K - $1.05M
|
17.5K
$4.7M
|