Purchases and Sales Made in Q2 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q2 2024. 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 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.75M+ 6372.62% |
$601M - $645M
|
2.79M
$729M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.59M+ 48737.09% |
$349M - $374M
|
1.6M
$417M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
959K+ 64.66% |
$210M - $225M
|
2.44M
$638M
|
|
|
Aug 13, 2024
Q2 2024
|
Adventist Health System
Roseville, CA |
BUY
|
- |
131KNew |
$28.7M - $30.8M
|
131K
$34.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
103KNew |
$22.5M - $24.2M
|
103K
$26.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
95.4K+ 4.81% |
$20.9M - $22.4M
|
2.08M
$543M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
69KNew |
$15.1M - $16.2M
|
69K
$18M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
57.7K+ 12.52% |
$12.6M - $13.6M
|
518K
$135M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
40K+ 483.94% |
$8.75M - $9.39M
|
48.2K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
38K+ 14.79% |
$8.3M - $8.92M
|
295K
$77M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
35.4K+ 170.27% |
$7.74M - $8.32M
|
56.2K
$14.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
31.6K+ 7.57% |
$6.91M - $7.42M
|
449K
$117M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.3K+ 19.33% |
$5.97M - $6.41M
|
168K
$44M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.2K+ 2930.95% |
$5.74M - $6.16M
|
27.1K
$7.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 1.12% |
$5.71M - $6.14M
|
2.37M
$618M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 1.12% |
$5.71M - $6.14M
|
2.37M
$618M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23.9K+ 137.09% |
$5.22M - $5.61M
|
41.3K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 1.85% |
$5.03M - $5.4M
|
1.27M
$331M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.8K+ 2.9% |
$4.11M - $4.41M
|
666K
$174M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
18.1K+ 66.55% |
$3.95M - $4.24M
|
45.2K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 3.67% |
$3.67M - $3.94M
|
474K
$124M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.8K+ 238.8% |
$3.45M - $3.71M
|
22.4K
$5.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
15.8K+ 9.38% |
$3.45M - $3.7M
|
184K
$48.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 121.85% |
$3.24M - $3.48M
|
27K
$7.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
13.6K+ 28.31% |
$2.98M - $3.2M
|
61.8K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.9K+ 7.26% |
$2.82M - $3.03M
|
191K
$49.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 3.08% |
$2.68M - $2.88M
|
410K
$107M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 1.96% |
$2.59M - $2.79M
|
617K
$161M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 7.77% |
$2.24M - $2.41M
|
142K
$37.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10K+ 7.27% |
$2.2M - $2.36M
|
148K
$38.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10K+ 54.36% |
$2.19M - $2.35M
|
28.4K
$7.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10K+ 97.6% |
$2.19M - $2.35M
|
20.3K
$5.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.94K+ 89.5% |
$2.17M - $2.34M
|
21K
$5.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.05KNew |
$1.98M - $2.13M
|
9.05K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.63K+ 228.35% |
$1.89M - $2.03M
|
12.4K
$3.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.4K+ 18.74% |
$1.84M - $1.97M
|
53.2K
$13.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.22K+ 4.65% |
$1.8M - $1.93M
|
185K
$48.4M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
8.19K+ 63.65% |
$1.79M - $1.92M
|
21.1K
$5.5M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.05K+ 6.7% |
$1.76M - $1.89M
|
128K
$33.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.89K+ 306.01% |
$1.73M - $1.85M
|
10.5K
$2.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.01KNew |
$1.53M - $1.65M
|
7.01K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.92K+ 213.94% |
$1.51M - $1.63M
|
10.2K
$2.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.78K+ 20.11% |
$1.48M - $1.59M
|
40.5K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6.71K+ 98.88% |
$1.47M - $1.58M
|
13.5K
$3.53M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.55KNew |
$1.43M - $1.54M
|
6.55K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.43KNew |
$1.41M - $1.51M
|
6.43K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.31K+ 146.89% |
$1.38M - $1.48M
|
10.6K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6.3K+ 56.19% |
$1.38M - $1.48M
|
17.5K
$4.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.23K+ 57.92% |
$1.36M - $1.46M
|
17K
$4.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6KNew |
$1.31M - $1.41M
|
6K
$1.57M
|