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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.6K+ 11.88% |
$298K - $329K
|
15.1K
$4M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.6K+ 63.46% |
$298K - $329K
|
4.12K
$1.09M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.55KNew |
$288K - $318K
|
1.55K
$411K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.52KNew |
$283K - $313K
|
1.52K
$404K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.49K+ 7.65% |
$277K - $306K
|
20.9K
$5.56M
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.47K+ 5.44% |
$274K - $303K
|
28.5K
$7.58M
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 1.25% |
$267K - $295K
|
116K
$30.9M
|
|
Aug 03, 2023
Q2 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.42KNew |
$265K - $292K
|
1.42K
$378K
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.42K+ 1.38% |
$264K - $291K
|
104K
$27.6M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.41K+ 8.91% |
$262K - $290K
|
17.2K
$4.57M
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.35K+ 2.87% |
$252K - $279K
|
48.6K
$12.9M
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.26K+ 3.88% |
$235K - $260K
|
33.8K
$8.99M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.26KNew |
$235K - $259K
|
1.26K
$335K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.22K+ 11.22% |
$228K - $251K
|
12.1K
$3.22M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.2K+ 27.09% |
$224K - $247K
|
5.63K
$1.5M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.17K+ 3.69% |
$217K - $240K
|
32.8K
$8.72M
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.16KNew |
$215K - $238K
|
1.16K
$307K
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.15K+ 2.66% |
$215K - $237K
|
44.5K
$11.8M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.1K+ 12.65% |
$204K - $226K
|
9.76K
$2.6M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.09K+ 5.95% |
$204K - $225K
|
19.5K
$5.18M
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.08KNew |
$200K - $221K
|
1.08K
$286K
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.07K+ 3.02% |
$199K - $220K
|
36.6K
$9.72M
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
1.06K+ 22.51% |
$196K - $217K
|
5.74K
$1.53M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$196K - $216K
|
1.05K
$279K
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.03K+ 2.66% |
$193K - $213K
|
39.9K
$10.6M
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.02K+ 37.51% |
$190K - $210K
|
3.74K
$994K
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.02KNew |
$189K - $209K
|
1.02K
$270K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.01KNew |
$189K - $209K
|
1.01K
$270K
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
1.01K+ 2.04% |
$188K - $208K
|
50.5K
$13.4M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.01KNew |
$187K - $207K
|
1.01K
$267K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1KNew |
$187K - $206K
|
1K
$267K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
997New |
$186K - $205K
|
997
$265K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
991New |
$185K - $204K
|
991
$263K
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
986New |
$184K - $203K
|
986
$262K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
986New |
$184K - $203K
|
986
$262K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
978New |
$182K - $201K
|
978
$260K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
977New |
$182K - $201K
|
977
$260K
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
975New |
$182K - $201K
|
975
$259K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
972+ 14.82% |
$181K - $200K
|
7.53K
$2M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
912+ 7.65% |
$170K - $188K
|
12.8K
$3.41M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
912+ 7.65% |
$170K - $188K
|
12.8K
$3.41M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
907+ 585.16% |
$169K - $187K
|
1.06K
$282K
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
825+ 48.96% |
$154K - $170K
|
2.51K
$667K
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
803+ 53.57% |
$150K - $165K
|
2.3K
$612K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
801+ 11.66% |
$149K - $165K
|
7.67K
$2.04M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
801+ 27.17% |
$149K - $165K
|
3.75K
$997K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
788New |
$147K - $162K
|
788
$209K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
785+ 5.9% |
$146K - $162K
|
14.1K
$3.75M
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
777+ 4.7% |
$145K - $160K
|
17.3K
$4.6M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
765New |
$142K - $157K
|
765
$203K
|