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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
763+ 114.74% |
$142K - $157K
|
1.43K
$380K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
758+ 8.6% |
$141K - $156K
|
9.57K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
731+ 2.65% |
$136K - $150K
|
28.3K
$7.52M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
729+ 18.18% |
$136K - $150K
|
4.74K
$1.26M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
721New |
$134K - $148K
|
721
$192K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
699+ 14.02% |
$130K - $144K
|
5.69K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
689+ 13.55% |
$128K - $142K
|
5.77K
$1.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
672+ 10.61% |
$125K - $138K
|
7.01K
$1.86M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
669+ 3.31% |
$125K - $138K
|
20.9K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
660+ 21.41% |
$123K - $136K
|
3.74K
$995K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
657+ 21.51% |
$122K - $135K
|
3.71K
$987K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
653+ 18.86% |
$122K - $134K
|
4.12K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
647+ 56.95% |
$120K - $133K
|
1.78K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
645+ 5.4% |
$120K - $133K
|
12.6K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
631+ 23.27% |
$118K - $130K
|
3.34K
$889K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
623New |
$116K - $128K
|
623
$166K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
611+ 4.67% |
$114K - $126K
|
13.7K
$3.64M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
605+ 27.14% |
$113K - $124K
|
2.83K
$753K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
592+ 16.3% |
$110K - $122K
|
4.22K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
562+ 0.69% |
$105K - $116K
|
82.4K
$21.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
559+ 2.62% |
$104K - $115K
|
21.9K
$5.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
555+ 20.94% |
$103K - $114K
|
3.21K
$852K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
551New |
$103K - $113K
|
551
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
549+ 1.67% |
$102K - $113K
|
33.4K
$8.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
536+ 3.97% |
$99.8K - $110K
|
14K
$3.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
523+ 37.9% |
$97.4K - $108K
|
1.9K
$506K
|
|
|
Jul 28, 2023
Q2 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
515+ 1.5% |
$95.9K - $106K
|
34.8K
$9.26M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
514+ 1.04% |
$95.7K - $106K
|
50.1K
$13.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
505+ 2.71% |
$94K - $104K
|
19.1K
$5.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
494+ 8.66% |
$92K - $102K
|
6.2K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
490+ 1.13% |
$91.2K - $101K
|
43.8K
$11.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
469+ 18.96% |
$87.3K - $96.5K
|
2.94K
$782K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
467+ 6.99% |
$87K - $96.1K
|
7.15K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
437+ 3.31% |
$81.4K - $89.9K
|
13.6K
$3.62M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
431+ 6.69% |
$80.3K - $88.7K
|
6.88K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
421+ 2.06% |
$78.4K - $86.6K
|
20.9K
$5.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
417+ 2.76% |
$77.7K - $85.8K
|
15.5K
$4.13M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
412+ 40.79% |
$76.7K - $84.8K
|
1.42K
$378K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
399+ 23.64% |
$74.3K - $82.1K
|
2.09K
$555K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
372+ 26.65% |
$69.3K - $76.5K
|
1.77K
$470K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
372+ 10.38% |
$69.3K - $76.5K
|
3.96K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
371+ 27.92% |
$69.1K - $76.3K
|
1.7K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
364+ 17.34% |
$67.8K - $74.9K
|
2.46K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
351+ 2.92% |
$65.4K - $72.2K
|
12.4K
$3.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
350+ 140.0% |
$65.2K - $72K
|
600
$159K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
349+ 18.71% |
$65K - $71.8K
|
2.21K
$589K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
341+ 45.05% |
$63.5K - $70.2K
|
1.1K
$292K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
340+ 3.11% |
$63.3K - $70K
|
11.3K
$2.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
329+ 3.22% |
$61.3K - $67.7K
|
10.6K
$2.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
325+ 12.28% |
$60.5K - $66.9K
|
2.97K
$790K
|