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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-746- 2.59% |
$163K - $175K
|
28.1K
$7.33M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-804- 14.44% |
$176K - $189K
|
4.76K
$1.24M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-832- 18.22% |
$182K - $195K
|
3.73K
$976K
|
|
Jul 31, 2024
Q2 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-881- 7.71% |
$193K - $207K
|
10.5K
$2.76M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-884- 35.67% |
$193K - $208K
|
1.59K
$416K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-884- 2.35% |
$193K - $208K
|
36.7K
$9.58M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-909- 30.51% |
$199K - $214K
|
2.07K
$541K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-913- 1.03% |
$200K - $215K
|
88K
$23M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-939- 4.42% |
$205K - $221K
|
20.3K
$5.3M
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-980- 0.32% |
$214K - $230K
|
306K
$80M
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-992- 1.15% |
$217K - $233K
|
85.4K
$22.3M
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-995- 11.58% |
$218K - $234K
|
7.59K
$1.98M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1K- 49.83% |
$219K - $235K
|
1.01K
$263K
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.03K- 5.39% |
$225K - $242K
|
18.1K
$4.72M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.07K- 2.07% |
$233K - $251K
|
50.5K
$13.2M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.08K- 1.73% |
$237K - $254K
|
61.3K
$16M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 0.28% |
$238K - $256K
|
386K
$101M
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.11K- 5.68% |
$243K - $262K
|
18.5K
$4.83M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.16K- 1.28% |
$253K - $272K
|
89.2K
$23.3M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.16K- 21.62% |
$254K - $273K
|
4.21K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.18K- 2.44% |
$258K - $277K
|
47.3K
$12.4M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.29K- 6.12% |
$282K - $302K
|
19.8K
$5.16M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.33K- 1.18% |
$291K - $313K
|
112K
$29.3M
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.35K- 2.66% |
$296K - $318K
|
49.4K
$12.9M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.45K- 5.39% |
$317K - $340K
|
25.4K
$6.64M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.52K- 4.44% |
$332K - $356K
|
32.7K
$8.54M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.58K- 3.12% |
$346K - $371K
|
49.1K
$12.8M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.6K- 12.97% |
$350K - $376K
|
10.8K
$2.81M
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.73K- 36.99% |
$378K - $406K
|
2.94K
$769K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.76K- 57.83% |
$385K - $413K
|
1.28K
$335K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.95K- 2.12% |
$426K - $458K
|
89.8K
$23.5M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2K- 11.5% |
$438K - $470K
|
15.4K
$4.02M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.14K- 19.17% |
$469K - $503K
|
9.03K
$2.36M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.35K- 23.88% |
$514K - $552K
|
7.49K
$1.96M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.36K- 2.99% |
$517K - $555K
|
76.6K
$20M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.37K- 52.21% |
$517K - $556K
|
2.17K
$566K
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.42K- 50.0% |
$528K - $567K
|
2.42K
$631K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.47K- 6.13% |
$540K - $580K
|
37.8K
$9.87M
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.59K- 40.75% |
$567K - $609K
|
3.77K
$985K
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.61K- 5.02% |
$572K - $614K
|
49.4K
$12.9M
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.75K- 18.2% |
$602K - $647K
|
12.4K
$3.23M
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.88K- 48.18% |
$630K - $677K
|
3.1K
$809K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.91K- 80.88% |
$637K - $684K
|
688
$180K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.97K- 1.44% |
$649K - $697K
|
202K
$52.9M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.98K- 3.41% |
$652K - $700K
|
84.4K
$22M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.3K- 43.64% |
$722K - $776K
|
4.26K
$1.11M
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.45K- 10.37% |
$754K - $810K
|
29.8K
$7.78M
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 6.33% |
$760K - $816K
|
51.4K
$13.4M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.55K- 2.0% |
$776K - $834K
|
174K
$45.4M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.56K- 61.68% |
$779K - $837K
|
2.21K
$578K
|