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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.91K+ 163.25% |
$1.29M - $1.39M
|
9.53K
$2.49M
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
5.39KNew |
$1.18M - $1.27M
|
5.39K
$1.41M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.38K+ 147.17% |
$1.18M - $1.26M
|
9.04K
$2.36M
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
5.29KNew |
$1.16M - $1.24M
|
5.29K
$1.38M
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.17K+ 1.17% |
$1.13M - $1.21M
|
448K
$117M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
4.93K+ 275.29% |
$1.08M - $1.16M
|
6.71K
$1.75M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
4.84KNew |
$1.06M - $1.14M
|
4.84K
$1.26M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.53K+ 359.65% |
$991K - $1.06M
|
5.79K
$1.51M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 5.04% |
$958K - $1.03M
|
91.3K
$23.9M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.05K+ 0.99% |
$885K - $951K
|
414K
$108M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.95K+ 28.54% |
$864K - $928K
|
17.8K
$4.65M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.93K+ 402.05% |
$859K - $923K
|
4.91K
$1.28M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.87K+ 2.19% |
$847K - $910K
|
181K
$47.2M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.72K+ 4.95% |
$814K - $874K
|
78.9K
$20.6M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.63K+ 22.62% |
$794K - $853K
|
19.7K
$5.14M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.54K+ 0.31% |
$774K - $832K
|
1.16M
$304M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.33K+ 4.23% |
$728K - $782K
|
81.9K
$21.4M
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.31K+ 58.85% |
$725K - $778K
|
8.94K
$2.34M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.21K+ 19.73% |
$703K - $755K
|
19.5K
$5.1M
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.11K+ 4.32% |
$681K - $731K
|
75.1K
$19.6M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.03K+ 58.17% |
$663K - $713K
|
8.25K
$2.15M
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
2.97K+ 10.08% |
$650K - $698K
|
32.5K
$8.48M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.95K+ 68.09% |
$645K - $692K
|
7.28K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.93K+ 0.16% |
$642K - $689K
|
1.81M
$472M
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.9K+ 2.97% |
$634K - $680K
|
100K
$26.2M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.82KNew |
$617K - $663K
|
2.82K
$737K
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.76K+ 14.83% |
$604K - $649K
|
21.4K
$5.59M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.72KNew |
$595K - $639K
|
2.72K
$710K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.7KNew |
$590K - $633K
|
2.7K
$704K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.52K+ 38.74% |
$551K - $592K
|
9.03K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.46K+ 1.89% |
$537K - $577K
|
133K
$34.6M
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.42K+ 100.0% |
$528K - $567K
|
4.83K
$1.26M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.41K+ 182.04% |
$528K - $567K
|
3.74K
$976K
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.39KNew |
$522K - $561K
|
2.39K
$624K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.33KNew |
$509K - $547K
|
2.33K
$608K
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.31K+ 8.46% |
$504K - $542K
|
29.6K
$7.72M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$498K - $535K
|
2.28K
$595K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.24K+ 96.42% |
$489K - $525K
|
4.55K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.23K+ 23.45% |
$488K - $524K
|
11.7K
$3.07M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.22KNew |
$486K - $522K
|
2.22K
$580K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.2K+ 19.12% |
$482K - $518K
|
13.7K
$3.59M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.2K+ 31.64% |
$482K - $518K
|
9.17K
$2.39M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.12K+ 95.7% |
$463K - $497K
|
4.33K
$1.13M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.11K+ 27.32% |
$462K - $497K
|
9.85K
$2.57M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.1K+ 69.4% |
$460K - $494K
|
5.13K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1K+ 105.0% |
$459K - $493K
|
4.1K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.09K+ 48.66% |
$456K - $490K
|
6.37K
$1.67M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.08K+ 45.06% |
$454K - $488K
|
6.69K
$1.75M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08K+ 45.06% |
$454K - $488K
|
6.69K
$1.75M
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
2.07K+ 5.25% |
$453K - $486K
|
41.5K
$10.8M
|