Purchases and Sales Made in Q3 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
145K+ 9.3% |
$24.6M - $30.2M
|
1.7M
$445M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
120K+ 626.44% |
$20.4M - $25M
|
139K
$36.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
91.8K+ 53.79% |
$15.6M - $19.2M
|
262K
$68.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
70.5K+ 1440.04% |
$12M - $14.7M
|
75.4K
$19.8M
|
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
70.1K+ 59.32% |
$11.9M - $14.6M
|
188K
$49.3M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
49.2K+ 29.17% |
$8.36M - $10.3M
|
218K
$57M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.2K+ 2.28% |
$8.03M - $9.86M
|
2.12M
$555M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.5K+ 3.89% |
$7.92M - $9.71M
|
1.24M
$325M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
38.6KNew |
$6.56M - $8.05M
|
38.6K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
34.1K+ 3.59% |
$5.8M - $7.11M
|
983K
$257M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
29.8K+ 795.43% |
$5.06M - $6.21M
|
33.5K
$8.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.8K+ 8.06% |
$4.9M - $6.01M
|
386K
$101M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
27.6K+ 6.32% |
$4.69M - $5.76M
|
464K
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.4K+ 146.45% |
$4.32M - $5.31M
|
42.8K
$11.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25KNew |
$4.25M - $5.22M
|
25K
$6.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
24.2KNew |
$4.13M - $5.06M
|
24.2K
$6.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.6K+ 16.85% |
$3.67M - $4.51M
|
150K
$39.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21.6K+ 425.88% |
$3.67M - $4.5M
|
26.6K
$6.97M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.2K+ 754.32% |
$3.27M - $4.01M
|
21.8K
$5.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.1KNew |
$3.25M - $3.99M
|
19.1K
$5.01M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.5KNew |
$3.14M - $3.85M
|
18.5K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4K+ 1308.53% |
$3.13M - $3.84M
|
19.8K
$5.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.3K+ 4.83% |
$2.77M - $3.4M
|
354K
$92.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
16.2KNew |
$2.75M - $3.37M
|
16.2K
$4.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 1.68% |
$2.74M - $3.36M
|
973K
$255M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 279.76% |
$2.69M - $3.31M
|
21.5K
$5.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.6K+ 3.46% |
$2.31M - $2.83M
|
406K
$106M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
13.2K+ 17.55% |
$2.24M - $2.75M
|
88.4K
$23.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
12.8K+ 2.89% |
$2.17M - $2.66M
|
454K
$119M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 15.73% |
$2.06M - $2.53M
|
89.3K
$23.4M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 14.41% |
$1.86M - $2.29M
|
87K
$22.8M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.9K+ 88.4% |
$1.85M - $2.27M
|
23.1K
$6.06M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
10.5K+ 693.53% |
$1.79M - $2.19M
|
12K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 2.06% |
$1.77M - $2.17M
|
515K
$135M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.91K+ 23.98% |
$1.69M - $2.07M
|
51.2K
$13.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
9.18K+ 59.53% |
$1.56M - $1.92M
|
24.6K
$6.44M
|
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.71KNew |
$1.48M - $1.82M
|
8.71K
$2.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
8.56K+ 4.1% |
$1.46M - $1.79M
|
217K
$56.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8.53KNew |
$1.45M - $1.78M
|
8.53K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.39K+ 151.08% |
$1.43M - $1.75M
|
14K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.19K+ 55.57% |
$1.39M - $1.71M
|
22.9K
$6M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.6K+ 16.36% |
$1.29M - $1.59M
|
54.1K
$14.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.42K+ 166.14% |
$1.26M - $1.55M
|
11.9K
$3.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.23K+ 39.68% |
$1.23M - $1.51M
|
25.4K
$6.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
6.43K+ 28.23% |
$1.09M - $1.34M
|
29.2K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.32K+ 15.34% |
$1.08M - $1.32M
|
47.5K
$12.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.92K+ 12.57% |
$1.01M - $1.24M
|
53K
$13.9M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.92K+ 12.57% |
$1.01M - $1.24M
|
53K
$13.9M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
5.76K+ 18.69% |
$979K - $1.2M
|
36.5K
$9.57M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.74K+ 2.36% |
$976K - $1.2M
|
248K
$65M
|