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
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.78% |
$931 - $1.03K
|
185
$45.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.51% |
$931 - $1.03K
|
337
$82.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4New |
$745 - $823
|
4
$976
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 1.29% |
$745 - $823
|
313
$76.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.17% |
$745 - $823
|
2.34K
$571K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.15% |
$559 - $617
|
2.03K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3+ 0.1% |
$559 - $617
|
3.15K
$768K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$559 - $617
|
2.07K
$505K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.15% |
$559 - $617
|
2.05K
$500K
|
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3+ 0.09% |
$559 - $617
|
3.5K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.12% |
$372 - $412
|
1.62K
$396K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$372 - $412
|
1.15K
$280K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.3% |
$372 - $412
|
664
$162K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.06% |
$372 - $412
|
3.57K
$870K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$372 - $412
|
1.51K
$369K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2+ 0.02% |
$372 - $412
|
11.5K
$2.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.17% |
$372 - $412
|
1.19K
$290K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2+ 0.39% |
$372 - $412
|
510
$124K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$186 - $206
|
5.08K
$1.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$186 - $206
|
2.2K
$538K
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.07% |
$186 - $206
|
1.49K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$186 - $206
|
13.6K
$3.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1+ 4.0% |
$186 - $206
|
26
$6.35K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$186 - $206
|
1.45K
$354K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.18% |
$186 - $206
|
571
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$186 - $206
|
1.03K
$252K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$186 - $206
|
421
$103K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$186 - $206
|
6.05K
$1.48M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$186 - $206
|
9.1K
$2.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$186 - $206
|
421
$103K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.02% |
$186 - $206
|
4.03K
$983K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.6% |
$186 - $206
|
166
$40.5K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 1.12% |
$186 - $206
|
88
$21.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.05% |
$372 - $412
|
3.78K
$922K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2- 0.05% |
$372 - $412
|
3.78K
$922K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2- 0.05% |
$372 - $412
|
4.02K
$981K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3- 0.06% |
$559 - $617
|
5.39K
$1.32M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 13.64% |
$559 - $617
|
19
$4.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 13.64% |
$559 - $617
|
19
$4.64K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 26.67% |
$745 - $823
|
11
$2.69K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4- 0.52% |
$745 - $823
|
761
$186K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5- 0.09% |
$931 - $1.03K
|
5.47K
$1.34M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 3.79% |
$931 - $1.03K
|
127
$31K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-6- 0.33% |
$1.12K - $1.23K
|
1.81K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 0.36% |
$1.3K - $1.44K
|
1.94K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-8- 0.64% |
$1.49K - $1.65K
|
1.24K
$301K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8- 0.08% |
$1.49K - $1.65K
|
10.3K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-9- 1.18% |
$1.68K - $1.85K
|
755
$184K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.66% |
$1.68K - $1.85K
|
1.35K
$329K
|