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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 4.28% |
$3.45K - $3.85K
|
439
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
18+ 10.23% |
$3.45K - $3.85K
|
194
$52.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
17New |
$3.26K - $3.64K
|
17
$4.57K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$2.87K - $3.21K
|
15
$4.03K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
14+ 0.13% |
$2.68K - $3K
|
10.6K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.02% |
$2.3K - $2.57K
|
48K
$12.9M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12+ 1.0% |
$2.3K - $2.57K
|
1.21K
$326K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 4.49% |
$2.3K - $2.57K
|
279
$75K
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$2.3K - $2.57K
|
106K
$28.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
BUY
|
- |
11+ 0.19% |
$2.11K - $2.35K
|
5.75K
$1.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
10+ 0.38% |
$1.92K - $2.14K
|
2.67K
$718K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
10New |
$1.92K - $2.14K
|
10
$2.69K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.64% |
$1.92K - $2.14K
|
1.58K
$423K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
10+ 0.52% |
$1.92K - $2.14K
|
1.95K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
9+ 0.05% |
$1.72K - $1.93K
|
19.5K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9+ 0.12% |
$1.72K - $1.93K
|
7.54K
$2.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
9+ 0.6% |
$1.72K - $1.93K
|
1.51K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.34K - $1.5K
|
7
$1.88K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.15K - $1.28K
|
4.2K
$1.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6+ 0.24% |
$1.15K - $1.28K
|
2.49K
$668K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6+ 0.08% |
$1.15K - $1.28K
|
7.2K
$1.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6+ 0.47% |
$1.15K - $1.28K
|
1.27K
$342K
|
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.13% |
$958 - $1.07K
|
3.96K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.8% |
$958 - $1.07K
|
628
$169K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$767 - $856
|
16.9K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4+ 0.17% |
$767 - $856
|
2.35K
$630K
|
|
|
Oct 18, 2023
Q3 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
4+ 0.33% |
$767 - $856
|
1.21K
$324K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4+ 0.13% |
$767 - $856
|
3.15K
$847K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
4+ 0.85% |
$767 - $856
|
474
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
4+ 0.08% |
$767 - $856
|
5.18K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4+ 0.14% |
$767 - $856
|
2.8K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.11% |
$575 - $642
|
2.84K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.19% |
$575 - $642
|
1.62K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3+ 0.15% |
$575 - $642
|
2.03K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.14% |
$575 - $642
|
2.09K
$562K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3+ 0.13% |
$575 - $642
|
2.36K
$635K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.89% |
$575 - $642
|
340
$91.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3+ 0.02% |
$575 - $642
|
15.1K
$4.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$575 - $642
|
2.07K
$557K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2+ 0.14% |
$383 - $428
|
1.42K
$381K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.02% |
$383 - $428
|
10.3K
$2.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.02% |
$383 - $428
|
10.3K
$2.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$383 - $428
|
1.05K
$283K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$383 - $428
|
1.52K
$407K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.07% |
$192 - $214
|
1.48K
$397K
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1+ 0.09% |
$192 - $214
|
1.15K
$309K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.07% |
$192 - $214
|
1.35K
$363K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.08% |
$192 - $214
|
1.27K
$340K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.72% |
$192 - $214
|
140
$37.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|