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
|
Prospera Financial Services Inc
|
BUY
|
- |
536+ 13.35% |
$117K - $126K
|
4.55K
$1.19M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
530+ 4.4% |
$116K - $125K
|
12.6K
$3.29M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
530+ 3.74% |
$116K - $125K
|
14.7K
$3.84M
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
519+ 11.71% |
$114K - $122K
|
4.95K
$1.29M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
499+ 15.76% |
$109K - $117K
|
3.67K
$958K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
491+ 44.8% |
$107K - $115K
|
1.59K
$415K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
480+ 28.34% |
$105K - $113K
|
2.17K
$568K
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
477+ 4.93% |
$104K - $112K
|
10.2K
$2.65M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
475New |
$104K - $112K
|
475
$124K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
469New |
$103K - $110K
|
469
$123K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
449+ 2.02% |
$98.2K - $106K
|
22.7K
$5.93M
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
448+ 4.86% |
$98K - $105K
|
9.67K
$2.53M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
445+ 9.02% |
$97.3K - $105K
|
5.38K
$1.41M
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
437+ 2.81% |
$95.6K - $103K
|
16K
$4.18M
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
434+ 5.0% |
$94.9K - $102K
|
9.12K
$2.38M
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
428+ 48.25% |
$93.6K - $101K
|
1.32K
$344K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
408+ 1.47% |
$89.3K - $95.9K
|
28.1K
$7.34M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
386New |
$84.4K - $90.7K
|
386
$101K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
374+ 1.19% |
$81.8K - $87.9K
|
31.7K
$8.29M
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
370+ 28.29% |
$80.9K - $86.9K
|
1.68K
$438K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
367+ 70.71% |
$80.3K - $86.2K
|
886
$231K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
367+ 31.39% |
$80.3K - $86.2K
|
1.54K
$401K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
365+ 4.07% |
$79.8K - $85.8K
|
9.34K
$2.44M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
350+ 34.58% |
$76.6K - $82.2K
|
1.36K
$356K
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
350+ 12.33% |
$76.6K - $82.2K
|
3.19K
$833K
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
343+ 10.98% |
$75K - $80.6K
|
3.47K
$906K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
330+ 130.43% |
$72.2K - $77.5K
|
583
$152K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
322+ 7.93% |
$70.4K - $75.7K
|
4.39K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
320+ 2.96% |
$70K - $75.2K
|
11.1K
$2.91M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
319+ 3.94% |
$69.8K - $75K
|
8.41K
$2.2M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
312New |
$68.3K - $73.3K
|
312
$81.5K
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
312+ 10.02% |
$68.3K - $73.3K
|
3.43K
$895K
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
310+ 3.81% |
$67.8K - $72.8K
|
8.45K
$2.21M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
310+ 0.88% |
$67.8K - $72.8K
|
35.4K
$9.26M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
303+ 6.1% |
$66.3K - $71.2K
|
5.27K
$1.38M
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
301+ 1.57% |
$65.8K - $70.7K
|
19.4K
$5.08M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
296+ 0.06% |
$64.8K - $69.6K
|
506K
$132M
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
295+ 5.84% |
$64.5K - $69.3K
|
5.35K
$1.4M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
294+ 7.34% |
$64.3K - $69.1K
|
4.3K
$1.12M
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
292+ 2.41% |
$63.9K - $68.6K
|
12.4K
$3.24M
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
285+ 31.67% |
$62.3K - $67K
|
1.19K
$310K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
284+ 4.12% |
$62.1K - $66.7K
|
7.18K
$1.88M
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
281+ 1.44% |
$61.5K - $66K
|
19.8K
$5.17M
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
275+ 2.53% |
$60.2K - $64.6K
|
11.1K
$2.91M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
262+ 1.56% |
$57.3K - $61.6K
|
17.1K
$4.46M
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
261+ 3.06% |
$57.1K - $61.3K
|
8.78K
$2.29M
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
260+ 3.28% |
$56.9K - $61.1K
|
8.18K
$2.14M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
257+ 22.76% |
$56.2K - $60.4K
|
1.39K
$362K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
255+ 4.8% |
$55.8K - $59.9K
|
5.57K
$1.45M
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
250+ 25.85% |
$54.7K - $58.7K
|
1.22K
$318K
|