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 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-102- 0.71% |
$19K - $21K
|
14.2K
$3.77M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-102- 1.21% |
$19K - $21K
|
8.32K
$2.21M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-103- 3.1% |
$19.2K - $21.2K
|
3.22K
$855K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-110- 0.44% |
$20.5K - $22.6K
|
24.7K
$6.58M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-121- 1.22% |
$22.5K - $24.9K
|
9.77K
$2.6M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-125- 7.04% |
$23.3K - $25.7K
|
1.65K
$439K
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-128- 9.06% |
$23.8K - $26.3K
|
1.29K
$342K
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-136- 14.17% |
$25.3K - $28K
|
824
$219K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-136- 2.51% |
$25.3K - $28K
|
5.28K
$1.4M
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-138- 1.59% |
$25.7K - $28.4K
|
8.54K
$2.27M
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-139- 4.81% |
$25.9K - $28.6K
|
2.75K
$730K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-143- 0.69% |
$26.6K - $29.4K
|
20.6K
$5.47M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-144- 2.71% |
$26.8K - $29.6K
|
5.17K
$1.37M
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-147- 39.1% |
$27.4K - $30.2K
|
229
$60.9K
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-150- 2.56% |
$27.9K - $30.9K
|
5.71K
$1.52M
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-152- 8.46% |
$28.3K - $31.3K
|
1.64K
$437K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-153- 2.41% |
$28.5K - $31.5K
|
6.2K
$1.65M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-155- 5.48% |
$28.9K - $31.9K
|
2.68K
$711K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-161- 3.36% |
$30K - $33.1K
|
4.62K
$1.23M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-164- 3.64% |
$30.5K - $33.7K
|
4.35K
$1.16M
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-166- 4.38% |
$30.9K - $34.2K
|
3.62K
$963K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-175- 9.07% |
$32.6K - $36K
|
1.75K
$466K
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-175- 2.38% |
$32.6K - $36K
|
7.19K
$1.91M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-192- 9.99% |
$35.8K - $39.5K
|
1.73K
$460K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-200- 40.0% |
$37.2K - $41.2K
|
300
$79.7K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-200- 2.89% |
$37.2K - $41.2K
|
6.72K
$1.79M
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-206- 28.37% |
$38.4K - $42.4K
|
520
$138K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-213- 6.99% |
$39.7K - $43.8K
|
2.84K
$754K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-217- 0.57% |
$40.4K - $44.7K
|
38K
$10.1M
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-217- 1.36% |
$40.4K - $44.7K
|
15.7K
$4.17M
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-218- 1.04% |
$40.6K - $44.9K
|
20.7K
$5.51M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-224- 10.73% |
$41.7K - $46.1K
|
1.86K
$495K
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-224- 14.15% |
$41.7K - $46.1K
|
1.36K
$361K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-230- 1.74% |
$42.8K - $47.3K
|
13K
$3.46M
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-233- 6.37% |
$43.4K - $47.9K
|
3.42K
$910K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-233- 6.0% |
$43.4K - $47.9K
|
3.65K
$971K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-236- 9.43% |
$43.9K - $48.6K
|
2.27K
$603K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-238- 4.37% |
$44.3K - $49K
|
5.21K
$1.38M
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-245- 2.85% |
$45.6K - $50.4K
|
8.37K
$2.22M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-245- 1.6% |
$45.6K - $50.4K
|
15.1K
$4.01M
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-259- 1.36% |
$48.2K - $53.3K
|
18.8K
$5M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-260- 3.91% |
$48.4K - $53.5K
|
6.38K
$1.7M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-263- 3.23% |
$49K - $54.1K
|
7.89K
$2.1M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-267- 2.86% |
$49.7K - $54.9K
|
9.06K
$2.41M
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-274- 14.83% |
$51K - $56.4K
|
1.57K
$418K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-281- 7.18% |
$52.3K - $57.8K
|
3.63K
$965K
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-281- 9.78% |
$52.3K - $57.8K
|
2.59K
$689K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-282- 11.42% |
$52.5K - $58K
|
2.19K
$582K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-283- 1.43% |
$52.7K - $58.2K
|
19.5K
$5.19M
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-284- 1.55% |
$52.9K - $58.4K
|
18K
$4.78M
|