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 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.18KNew |
$257K - $277K
|
1.18K
$308K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
1.17K+ 0.92% |
$256K - $275K
|
128K
$33.6M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.14K+ 1.5% |
$250K - $269K
|
77.5K
$20.2M
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.14K+ 6.4% |
$249K - $267K
|
18.9K
$4.94M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.13KNew |
$247K - $265K
|
1.13K
$295K
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.13KNew |
$247K - $265K
|
1.13K
$295K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.1K+ 1.81% |
$241K - $258K
|
61.8K
$16.1M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.09K+ 29.27% |
$238K - $256K
|
4.81K
$1.26M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.06K+ 11.58% |
$231K - $249K
|
10.2K
$2.66M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.06KNew |
$231K - $249K
|
1.06K
$276K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.06K+ 14.98% |
$231K - $248K
|
8.11K
$2.12M
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.05KNew |
$229K - $246K
|
1.05K
$273K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.02K+ 12.6% |
$222K - $239K
|
9.09K
$2.37M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1K+ 5.91% |
$219K - $236K
|
18K
$4.7M
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1KNew |
$219K - $235K
|
1K
$262K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
989New |
$216K - $232K
|
989
$258K
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
BUY
|
- |
982New |
$215K - $231K
|
982
$257K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
939+ 30.26% |
$205K - $221K
|
4.04K
$1.06M
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
935+ 2.67% |
$205K - $220K
|
35.9K
$9.38M
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
929+ 0.93% |
$203K - $218K
|
101K
$26.4M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
907New |
$198K - $213K
|
907
$237K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
899+ 64.31% |
$197K - $211K
|
2.3K
$600K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
874New |
$191K - $205K
|
874
$228K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
858+ 4.6% |
$188K - $202K
|
19.5K
$5.1M
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
840+ 9.57% |
$184K - $197K
|
9.61K
$2.51M
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
773+ 27.18% |
$169K - $182K
|
3.62K
$945K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
755+ 10.49% |
$165K - $177K
|
7.95K
$2.08M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
751+ 11.23% |
$164K - $176K
|
7.44K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
737+ 5.41% |
$161K - $173K
|
14.4K
$3.75M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
713+ 1.57% |
$156K - $168K
|
46.2K
$12.1M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
710New |
$155K - $167K
|
710
$186K
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
707+ 3.73% |
$155K - $166K
|
19.7K
$5.14M
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
699+ 8.05% |
$153K - $164K
|
9.38K
$2.45M
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
694+ 4.3% |
$152K - $163K
|
16.9K
$4.4M
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
682+ 31.21% |
$149K - $160K
|
2.87K
$749K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
679+ 30.6% |
$149K - $160K
|
2.9K
$757K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
673+ 1.71% |
$147K - $158K
|
40.1K
$10.5M
|
|
Aug 20, 2024
Q2 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
664+ 4.19% |
$145K - $156K
|
16.5K
$4.32M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
659+ 35.87% |
$144K - $155K
|
2.5K
$652K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
633+ 1.66% |
$138K - $149K
|
38.7K
$10.1M
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
632+ 3.79% |
$138K - $149K
|
17.3K
$4.52M
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
619+ 1.4% |
$135K - $145K
|
44.9K
$11.7M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
597+ 11.72% |
$131K - $140K
|
5.69K
$1.49M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
571+ 2.54% |
$125K - $134K
|
23K
$6.02M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
571+ 1.08% |
$125K - $134K
|
53.5K
$14M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
559+ 2.81% |
$122K - $131K
|
20.4K
$5.34M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
554+ 2.2% |
$121K - $130K
|
25.8K
$6.73M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
553+ 2.05% |
$121K - $130K
|
27.5K
$7.18M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
550+ 8.45% |
$120K - $129K
|
7.06K
$1.84M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
539+ 5.75% |
$118K - $127K
|
9.92K
$2.59M
|