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
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
324+ 10.07% |
$60.3K - $66.7K
|
3.54K
$942K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
310+ 1.45% |
$57.7K - $63.8K
|
21.6K
$5.75M
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
304+ 1.74% |
$56.6K - $62.6K
|
17.8K
$4.72M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
300+ 315.79% |
$55.9K - $61.7K
|
395
$105K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
289+ 3.01% |
$53.8K - $59.5K
|
9.91K
$2.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
277+ 31.33% |
$51.6K - $57K
|
1.16K
$309K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
275+ 4.05% |
$51.2K - $56.6K
|
7.06K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
269+ 2.99% |
$50.1K - $55.4K
|
9.27K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
267New |
$49.7K - $54.9K
|
267
$71K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
260+ 2.08% |
$48.4K - $53.5K
|
12.8K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
254+ 13.79% |
$47.3K - $52.3K
|
2.1K
$557K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
252+ 9.88% |
$46.9K - $51.9K
|
2.8K
$745K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
248+ 5.67% |
$46.2K - $51K
|
4.62K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
241+ 5.21% |
$44.9K - $49.6K
|
4.87K
$1.29M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
222+ 4.96% |
$41.3K - $45.7K
|
4.7K
$1.25M
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
214+ 4.32% |
$39.9K - $44K
|
5.16K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
207+ 5.25% |
$38.5K - $42.6K
|
4.15K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
207+ 20.64% |
$38.5K - $42.6K
|
1.21K
$322K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
207+ 8.72% |
$38.5K - $42.6K
|
2.58K
$686K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
195+ 1.43% |
$36.3K - $40.1K
|
13.9K
$3.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
187+ 4.97% |
$34.8K - $38.5K
|
3.95K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
180+ 13.89% |
$33.5K - $37K
|
1.48K
$392K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
175New |
$32.6K - $36K
|
175
$46.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
175+ 2.86% |
$32.6K - $36K
|
6.29K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
165New |
$30.7K - $34K
|
165
$43.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
160+ 0.36% |
$29.8K - $32.9K
|
44.4K
$11.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
158+ 0.91% |
$29.4K - $32.5K
|
17.5K
$4.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
158+ 7.52% |
$29.4K - $32.5K
|
2.26K
$600K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
154+ 1.61% |
$28.7K - $31.7K
|
9.73K
$2.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
151+ 6.3% |
$28.1K - $31.1K
|
2.55K
$677K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
137+ 3.14% |
$25.5K - $28.2K
|
4.5K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
131+ 3.96% |
$24.4K - $27K
|
3.44K
$915K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
125+ 1.62% |
$23.3K - $25.7K
|
7.86K
$2.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
123+ 8.63% |
$22.9K - $25.3K
|
1.55K
$412K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
120+ 10.88% |
$22.3K - $24.7K
|
1.22K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
118+ 1.69% |
$22K - $24.3K
|
7.09K
$1.88M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
116+ 2.46% |
$21.6K - $23.9K
|
4.84K
$1.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105New |
$19.6K - $21.6K
|
105
$27.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
105+ 3.83% |
$19.6K - $21.6K
|
2.85K
$758K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
102+ 0.62% |
$19K - $21K
|
16.6K
$4.42M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101+ 1.09% |
$18.8K - $20.8K
|
9.36K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101+ 1.09% |
$18.8K - $20.8K
|
9.36K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
101+ 5.48% |
$18.8K - $20.8K
|
1.95K
$517K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100+ 13.04% |
$18.6K - $20.6K
|
867
$230K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
100+ 1.12% |
$18.6K - $20.6K
|
9.06K
$2.41M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
99New |
$18.4K - $20.4K
|
99
$26.3K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
98+ 6.54% |
$18.2K - $20.2K
|
1.6K
$424K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
98+ 0.3% |
$18.2K - $20.2K
|
32.5K
$8.63M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
98New |
$18.2K - $20.2K
|
98
$26K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
89New |
$16.6K - $18.3K
|
89
$23.7K
|