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 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-49- 1.58% |
$9.39K - $10.5K
|
3.05K
$800K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-50- 1.21% |
$9.58K - $10.7K
|
4.07K
$1.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-52- 1.01% |
$9.97K - $11.1K
|
5.09K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-56- 2.89% |
$10.7K - $12K
|
1.88K
$492K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-59- 0.69% |
$11.3K - $12.6K
|
8.55K
$2.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-60- 4.71% |
$11.5K - $12.8K
|
1.22K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-61- 1.64% |
$11.7K - $13K
|
3.65K
$956K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-69- 2.66% |
$13.2K - $14.8K
|
2.52K
$661K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-71- 1.45% |
$13.6K - $15.2K
|
4.83K
$1.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-71- 0.39% |
$13.6K - $15.2K
|
18.1K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72- 11.52% |
$13.8K - $15.4K
|
553
$145K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-74- 1.01% |
$14.2K - $15.8K
|
7.25K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-76- 0.91% |
$14.6K - $16.3K
|
8.24K
$2.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-81- 9.34% |
$15.5K - $17.3K
|
786
$206K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-84- 0.13% |
$16.1K - $18K
|
66.5K
$17.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-89- 6.55% |
$17.1K - $19K
|
1.27K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 19.79% |
$17.8K - $19.9K
|
377
$98.7K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-95- 1.0% |
$18.2K - $20.3K
|
9.42K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 1.49% |
$19.2K - $21.4K
|
6.62K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-101- 6.64% |
$19.4K - $21.6K
|
1.42K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-111- 0.54% |
$21.3K - $23.7K
|
20.6K
$5.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 8.36% |
$21.7K - $24.2K
|
1.24K
$324K
|
|
|
Oct 10, 2023
Q3 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-118- 0.91% |
$22.6K - $25.2K
|
12.9K
$3.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-119- 1.92% |
$22.8K - $25.5K
|
6.08K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-120- 1.87% |
$23K - $25.7K
|
6.3K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-125- 9.49% |
$24K - $26.7K
|
1.19K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-128- 1.64% |
$24.5K - $27.4K
|
7.68K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-129- 6.63% |
$24.7K - $27.6K
|
1.82K
$476K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-135- 6.32% |
$25.9K - $28.9K
|
2K
$524K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-138- 2.56% |
$26.4K - $29.5K
|
5.25K
$1.38M
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-138- 7.06% |
$26.4K - $29.5K
|
1.82K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-140- 1.2% |
$26.8K - $30K
|
11.6K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-140- 1.0% |
$26.8K - $30K
|
13.9K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-142- 6.52% |
$27.2K - $30.4K
|
2.04K
$533K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-144- 2.3% |
$27.6K - $30.8K
|
6.11K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-146- 2.34% |
$28K - $31.2K
|
6.1K
$1.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-146- 2.63% |
$28K - $31.2K
|
5.41K
$1.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-149- 2.66% |
$28.6K - $31.9K
|
5.45K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 1.34% |
$28.7K - $32.1K
|
11K
$2.89M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 1.65% |
$28.7K - $32.1K
|
8.91K
$2.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-151- 1.12% |
$28.9K - $32.3K
|
13.4K
$3.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-153- 1.36% |
$29.3K - $32.7K
|
11.1K
$2.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-156- 14.79% |
$29.9K - $33.4K
|
899
$235K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-158- 90.29% |
$30.3K - $33.8K
|
17
$4.45K
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-159- 10.1% |
$30.5K - $34K
|
1.42K
$371K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-162- 1.83% |
$31K - $34.7K
|
8.68K
$2.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-171- 1.31% |
$32.8K - $36.6K
|
12.9K
$3.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-174- 13.38% |
$33.3K - $37.2K
|
1.13K
$295K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-175- 19.77% |
$33.5K - $37.4K
|
710
$186K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-177- 0.86% |
$33.9K - $37.9K
|
20.4K
$5.34M
|