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 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.9KNew |
$912K - $1.01M
|
4.9K
$1.3M
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
4.52K+ 6.88% |
$842K - $931K
|
70.3K
$18.7M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.38K+ 21.14% |
$816K - $901K
|
25.1K
$6.67M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.38K+ 8.23% |
$815K - $901K
|
57.5K
$15.3M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.19K+ 5.8% |
$780K - $862K
|
76.4K
$20.3M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.15K+ 7.94% |
$773K - $854K
|
56.4K
$15M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.98K+ 51.63% |
$741K - $819K
|
11.7K
$3.11M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3.96KNew |
$737K - $814K
|
3.96K
$1.05M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.79K+ 142.85% |
$705K - $779K
|
6.44K
$1.71M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.69K+ 3.77% |
$686K - $758K
|
101K
$26.9M
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.66KNew |
$681K - $752K
|
3.66K
$972K
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.48K+ 200.0% |
$648K - $716K
|
5.22K
$1.39M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.44K+ 8.22% |
$641K - $708K
|
45.3K
$12M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.31K+ 6.24% |
$617K - $681K
|
56.4K
$15M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.26K+ 3.53% |
$608K - $672K
|
95.8K
$25.5M
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.22K+ 8.12% |
$600K - $663K
|
42.9K
$11.4M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.09KNew |
$575K - $635K
|
3.09K
$821K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.99K+ 0.78% |
$557K - $616K
|
386K
$103M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.91K+ 14.55% |
$542K - $599K
|
22.9K
$6.09M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.83KNew |
$527K - $583K
|
2.83K
$753K
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.72K+ 26.16% |
$507K - $560K
|
13.1K
$3.49M
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.69K+ 110.51% |
$501K - $554K
|
5.13K
$1.36M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.68K+ 1.45% |
$498K - $550K
|
187K
$49.6M
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.67K+ 2.98% |
$497K - $549K
|
92.4K
$24.6M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.65K+ 33.65% |
$493K - $545K
|
10.5K
$2.8M
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.59K+ 55.47% |
$482K - $533K
|
7.26K
$1.93M
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.57K+ 5.08% |
$478K - $528K
|
53K
$14.1M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.4K+ 3.35% |
$446K - $493K
|
73.8K
$19.6M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.35K+ 27.21% |
$437K - $483K
|
11K
$2.92M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.26K+ 100.44% |
$421K - $465K
|
4.51K
$1.2M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.26KNew |
$421K - $465K
|
2.26K
$600K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 124.12% |
$412K - $455K
|
4K
$1.06M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.2K+ 42.88% |
$409K - $452K
|
7.33K
$1.95M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.14KNew |
$398K - $439K
|
2.14K
$568K
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 6.47% |
$396K - $437K
|
35K
$9.3M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.1K+ 2.37% |
$392K - $433K
|
91K
$24.2M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.99K+ 13.43% |
$370K - $408K
|
16.8K
$4.45M
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.96KNew |
$364K - $402K
|
1.96K
$520K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 33.62% |
$359K - $397K
|
7.66K
$2.04M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 3.12% |
$358K - $395K
|
63.4K
$16.9M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.9K+ 13.87% |
$354K - $391K
|
15.6K
$4.15M
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.81K+ 14.91% |
$337K - $373K
|
14K
$3.71M
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 3.65% |
$329K - $363K
|
50.1K
$13.3M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.76K+ 2.37% |
$328K - $363K
|
76.1K
$20.2M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.76K+ 103.29% |
$327K - $362K
|
3.46K
$919K
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
1.68K+ 14.16% |
$312K - $345K
|
13.5K
$3.59M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.68K+ 9.65% |
$312K - $345K
|
19K
$5.06M
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.67KNew |
$311K - $343K
|
1.67K
$444K
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.61K+ 2.92% |
$299K - $330K
|
56.6K
$15.1M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.6K+ 9.77% |
$299K - $330K
|
18K
$4.79M
|