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
|
360 Financial, Inc.
|
BUY
|
- |
694+ 3.01% |
$133K - $148K
|
23.7K
$6.21M
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
690+ 47.49% |
$132K - $148K
|
2.14K
$561K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
687+ 69.68% |
$132K - $147K
|
1.67K
$438K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
659+ 6.26% |
$126K - $141K
|
11.2K
$2.93M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
631+ 19.63% |
$121K - $135K
|
3.85K
$1.01M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
612+ 1.38% |
$117K - $131K
|
45K
$11.8M
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
602+ 0.69% |
$115K - $129K
|
88.3K
$23.1M
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
588+ 141.35% |
$113K - $126K
|
1K
$263K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
586+ 14.82% |
$112K - $125K
|
4.54K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
573New |
$110K - $123K
|
573
$150K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
551+ 51.45% |
$106K - $118K
|
1.62K
$425K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
550New |
$105K - $118K
|
550
$144K
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
545+ 0.56% |
$104K - $117K
|
98.5K
$25.8M
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
536New |
$103K - $115K
|
536
$140K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
526+ 44.28% |
$101K - $113K
|
1.71K
$449K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
525+ 0.35% |
$101K - $112K
|
148K
$38.9M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
503New |
$96.4K - $108K
|
503
$132K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
502+ 32.41% |
$96.2K - $107K
|
2.05K
$537K
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
496New |
$95.1K - $106K
|
496
$130K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
484+ 1.77% |
$92.8K - $104K
|
27.8K
$7.27M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
447+ 3.91% |
$85.7K - $95.6K
|
11.9K
$3.11M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
446+ 14.45% |
$85.5K - $95.4K
|
3.53K
$925K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
415+ 6.46% |
$79.5K - $88.8K
|
6.84K
$1.79M
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
399+ 40.26% |
$76.5K - $85.4K
|
1.39K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
390+ 17.26% |
$74.7K - $83.4K
|
2.65K
$694K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
385New |
$73.8K - $82.4K
|
385
$101K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
379+ 24.51% |
$72.6K - $81.1K
|
1.93K
$504K
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
373+ 14.86% |
$71.5K - $79.8K
|
2.88K
$755K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
371+ 1.78% |
$71.1K - $79.4K
|
21.3K
$5.57M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
367+ 4.79% |
$70.3K - $78.5K
|
8.03K
$2.1M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
358+ 2.64% |
$68.6K - $76.6K
|
13.9K
$3.65M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
339+ 1.7% |
$65K - $72.5K
|
20.3K
$5.32M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
333+ 9.67% |
$63.8K - $71.2K
|
3.78K
$989K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
329+ 5.19% |
$63.1K - $70.4K
|
6.67K
$1.75M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
325+ 464.29% |
$62.3K - $69.5K
|
395
$103K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
324+ 1.5% |
$62.1K - $69.3K
|
22K
$5.75M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
323+ 3.56% |
$61.9K - $69.1K
|
9.38K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 5.85% |
$59.2K - $66.1K
|
5.59K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
309New |
$59.2K - $66.1K
|
309
$80.9K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
306+ 8.64% |
$58.6K - $65.5K
|
3.85K
$1.01M
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
280+ 11.09% |
$53.7K - $59.9K
|
2.81K
$735K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 5.06% |
$52.9K - $59K
|
5.73K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
272+ 1.51% |
$52.1K - $58.2K
|
18.3K
$4.78M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
265+ 5.73% |
$50.8K - $56.7K
|
4.89K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
261+ 11.56% |
$50K - $55.8K
|
2.52K
$660K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 7.97% |
$48.7K - $54.3K
|
3.44K
$901K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
253New |
$48.5K - $54.1K
|
253
$66.3K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
250+ 4.4% |
$47.9K - $53.5K
|
5.94K
$1.55M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
248+ 0.91% |
$47.5K - $53.1K
|
27.4K
$7.17M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
239+ 11.4% |
$45.8K - $51.1K
|
2.34K
$611K
|