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 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-823- 18.52% |
$153K - $169K
|
3.62K
$962K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-827- 4.33% |
$154K - $170K
|
18.3K
$4.85M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-832- 3.52% |
$155K - $171K
|
22.8K
$6.06M
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-859- 6.17% |
$160K - $177K
|
13.1K
$3.47M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-865- 1.49% |
$161K - $178K
|
57.1K
$15.2M
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-881- 0.99% |
$164K - $181K
|
87.7K
$23.3M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-906- 3.67% |
$169K - $186K
|
23.8K
$6.33M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-941- 24.43% |
$175K - $194K
|
2.91K
$774K
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.1K- 16.67% |
$204K - $226K
|
5.49K
$1.46M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.1K- 4.28% |
$206K - $227K
|
24.7K
$6.57M
|
|
Jul 14, 2023
Q2 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.12K- 4.89% |
$209K - $231K
|
21.8K
$5.8M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.13K- 29.5% |
$209K - $231K
|
2.69K
$715K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.14K- 9.53% |
$212K - $234K
|
10.8K
$2.87M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.19K- 24.42% |
$221K - $244K
|
3.67K
$975K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.21K- 9.44% |
$225K - $248K
|
11.6K
$3.07M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.34K- 9.98% |
$250K - $277K
|
12.1K
$3.22M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.39K- 2.29% |
$259K - $287K
|
59.4K
$15.8M
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.55K- 41.51% |
$288K - $318K
|
2.18K
$579K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.59K- 21.71% |
$296K - $327K
|
5.74K
$1.52M
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.64K- 11.93% |
$305K - $337K
|
12.1K
$3.21M
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.64K- 11.93% |
$305K - $337K
|
12.1K
$3.21M
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.69K- 2.48% |
$315K - $349K
|
66.5K
$17.7M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.72K- 13.55% |
$320K - $354K
|
11K
$2.91M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.73K- 8.7% |
$322K - $356K
|
18.2K
$4.83M
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.05K- 7.02% |
$382K - $422K
|
27.1K
$7.22M
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.32K- 2.14% |
$432K - $477K
|
106K
$28.2M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.35K- 4.69% |
$438K - $484K
|
47.9K
$12.7M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.39K- 32.23% |
$445K - $492K
|
5.03K
$1.34M
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.41K- 8.31% |
$448K - $495K
|
26.6K
$7.07M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.51K- 12.26% |
$467K - $516K
|
17.9K
$4.77M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.58K- 11.54% |
$480K - $531K
|
19.8K
$5.26M
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-2.58K- 84.6% |
$481K - $531K
|
470
$125K
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.77K- 11.32% |
$515K - $569K
|
21.7K
$5.76M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.99K- 44.3% |
$557K - $615K
|
3.76K
$1M
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.17K- 7.61% |
$589K - $651K
|
38.4K
$10.2M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.19K- 17.64% |
$593K - $656K
|
14.9K
$3.96M
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.24K- 5.74% |
$604K - $668K
|
53.3K
$14.2M
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.38K- 68.3% |
$629K - $696K
|
1.57K
$417K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.46K- 4.77% |
$645K - $712K
|
69.1K
$18.4M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-3.58K- 1.5% |
$667K - $737K
|
236K
$62.7M
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.98K- 5.43% |
$740K - $818K
|
69.2K
$18.4M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4K- 3.13% |
$744K - $822K
|
124K
$32.9M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.01K- 20.45% |
$747K - $825K
|
15.6K
$4.15M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.13K- 19.14% |
$769K - $849K
|
17.4K
$4.63M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.22K- 38.47% |
$787K - $869K
|
6.76K
$1.8M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.53K- 36.74% |
$844K - $932K
|
7.8K
$2.07M
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.75K- 79.74% |
$884K - $977K
|
1.21K
$321K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.36K- 34.14% |
$998K - $1.1M
|
10.3K
$2.75M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.76KClosed |
$1.07M - $1.19M
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6.05K- 77.92% |
$1.13M - $1.24M
|
1.71K
$455K
|