Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 2023. 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 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-668- 3.71% |
$128K - $143K
|
17.4K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-669- 3.2% |
$128K - $143K
|
20.2K
$5.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-669- 1.26% |
$128K - $143K
|
52.6K
$14.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-693- 5.65% |
$133K - $148K
|
11.6K
$3.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-716- 3.28% |
$137K - $153K
|
21.1K
$5.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-716- 5.85% |
$137K - $153K
|
11.5K
$3.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-718- 2.99% |
$138K - $154K
|
23.3K
$6.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-721- 4.84% |
$138K - $154K
|
14.2K
$3.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-750- 33.22% |
$144K - $160K
|
1.51K
$405K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-755- 14.49% |
$145K - $162K
|
4.46K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-795- 15.67% |
$152K - $170K
|
4.28K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-800- 2.19% |
$153K - $171K
|
35.8K
$9.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-800- 6.26% |
$153K - $171K
|
12K
$3.22M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-838- 33.36% |
$161K - $179K
|
1.67K
$450K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-861- 21.55% |
$165K - $184K
|
3.14K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-925- 9.97% |
$177K - $198K
|
8.35K
$2.24M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-975Closed |
$187K - $209K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-993- 17.96% |
$190K - $212K
|
4.54K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.01K- 5.47% |
$194K - $216K
|
17.5K
$4.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.03K- 0.89% |
$198K - $221K
|
114K
$30.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 5.81% |
$212K - $237K
|
17.9K
$4.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.15K- 19.02% |
$220K - $246K
|
4.9K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.19K- 21.72% |
$228K - $254K
|
4.28K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.23K- 26.1% |
$235K - $262K
|
3.47K
$934K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 7.09% |
$238K - $266K
|
16.3K
$4.38M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.33K- 18.35% |
$255K - $285K
|
5.93K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.54K- 8.93% |
$294K - $329K
|
15.7K
$4.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.56K- 43.12% |
$299K - $334K
|
2.06K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.56K- 16.32% |
$299K - $334K
|
8.01K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 2.28% |
$302K - $338K
|
67.6K
$18.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.6K- 5.97% |
$306K - $342K
|
25.2K
$6.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.6K- 57.12% |
$307K - $343K
|
1.2K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.64K- 0.64% |
$315K - $351K
|
254K
$68.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.66K- 33.09% |
$319K - $356K
|
3.36K
$904K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.76K- 0.54% |
$337K - $376K
|
322K
$86.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.8K- 4.11% |
$345K - $386K
|
42K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.86K- 23.81% |
$356K - $397K
|
5.94K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.86K- 13.2% |
$356K - $398K
|
12.2K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.06K- 0.71% |
$395K - $440K
|
289K
$77.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.32K- 2.51% |
$444K - $496K
|
90K
$24.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.54K- 23.85% |
$487K - $544K
|
8.12K
$2.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.55K- 6.98% |
$488K - $545K
|
33.9K
$9.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.56K- 4.61% |
$491K - $548K
|
53K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.78K- 12.14% |
$533K - $595K
|
20.1K
$5.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.9K- 20.89% |
$556K - $620K
|
11K
$2.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3.25K- 34.62% |
$622K - $694K
|
6.13K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.37K- 4.87% |
$645K - $720K
|
65.8K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.43K- 7.07% |
$658K - $735K
|
45.1K
$12.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.46K- 4.55% |
$663K - $741K
|
72.6K
$19.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.47K- 41.97% |
$665K - $743K
|
4.8K
$1.29M
|