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 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-99- 6.27% |
$21.7K - $23.3K
|
1.48K
$386K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-100- 3.13% |
$21.9K - $23.5K
|
3.09K
$808K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-102- 87.18% |
$22.3K - $24K
|
15
$3.92K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-105- 1.79% |
$23K - $24.7K
|
5.78K
$1.51M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-105- 6.65% |
$23K - $24.7K
|
1.47K
$385K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-106- 1.66% |
$23.2K - $24.9K
|
6.27K
$1.64M
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-108- 0.31% |
$23.6K - $25.4K
|
34.8K
$9.1M
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-110- 1.5% |
$24.1K - $25.8K
|
7.21K
$1.88M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-113- 2.59% |
$24.7K - $26.6K
|
4.25K
$1.11M
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-115- 0.78% |
$25.2K - $27K
|
14.7K
$3.83M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-121- 10.3% |
$26.5K - $28.4K
|
1.05K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-121- 0.53% |
$26.5K - $28.4K
|
22.6K
$5.9M
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-122- 30.27% |
$26.7K - $28.7K
|
281
$73.4K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-122- 0.84% |
$26.7K - $28.7K
|
14.4K
$3.77M
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-126- 12.5% |
$27.6K - $29.6K
|
882
$230K
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-127- 1.89% |
$27.8K - $29.8K
|
6.58K
$1.72M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-128- 2.26% |
$28K - $30.1K
|
5.54K
$1.45M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-128- 2.63% |
$28K - $30.1K
|
4.73K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-130- 0.32% |
$28.4K - $30.5K
|
40.8K
$10.7M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-134- 2.55% |
$29.3K - $31.5K
|
5.13K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-139- 1.37% |
$30.4K - $32.7K
|
10K
$2.62M
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-141- 0.77% |
$30.8K - $33.1K
|
18.2K
$4.76M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-150- 13.45% |
$32.8K - $35.2K
|
965
$252K
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-151- 7.21% |
$33K - $35.5K
|
1.94K
$508K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-163- 12.56% |
$35.7K - $38.3K
|
1.14K
$297K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-168- 1.41% |
$36.8K - $39.5K
|
11.7K
$3.07M
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-169- 0.54% |
$37K - $39.7K
|
31.4K
$8.2M
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-172- 10.55% |
$37.6K - $40.4K
|
1.46K
$381K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-174- 1.38% |
$38.1K - $40.9K
|
12.5K
$3.25M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-177- 5.67% |
$38.7K - $41.6K
|
2.95K
$770K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-179- 1.77% |
$39.2K - $42.1K
|
9.96K
$2.6M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-180- 10.41% |
$39.4K - $42.3K
|
1.55K
$405K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-180- 1.86% |
$39.4K - $42.3K
|
9.49K
$2.48M
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-181- 0.76% |
$39.6K - $42.5K
|
23.7K
$6.19M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-190Closed |
$41.6K - $44.6K
|
0
$0
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-190- 5.48% |
$41.6K - $44.6K
|
3.28K
$857K
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-191- 19.71% |
$41.8K - $44.9K
|
778
$203K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-194- 7.55% |
$42.4K - $45.6K
|
2.38K
$621K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 18.18% |
$43.8K - $47K
|
900
$235K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-204- 2.69% |
$44.6K - $47.9K
|
7.37K
$1.92M
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-210- 6.09% |
$45.9K - $49.3K
|
3.24K
$846K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-216- 3.69% |
$47.3K - $50.8K
|
5.65K
$1.47M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-218- 8.19% |
$47.7K - $51.2K
|
2.44K
$638K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-228- 9.79% |
$49.9K - $53.6K
|
2.1K
$549K
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-228- 2.39% |
$49.9K - $53.6K
|
9.31K
$2.43M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-230- 5.34% |
$50.3K - $54K
|
4.08K
$1.06M
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-235- 5.2% |
$51.4K - $55.2K
|
4.28K
$1.12M
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-236- 8.86% |
$51.6K - $55.5K
|
2.43K
$634K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-238- 8.36% |
$52.1K - $55.9K
|
2.61K
$682K
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-240- 9.88% |
$52.5K - $56.4K
|
2.19K
$572K
|