Purchases and Sales Made in Q3 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 2024. 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 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-871- 90.07% |
$190K - $212K
|
96
$25.1K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-894- 39.61% |
$195K - $218K
|
1.36K
$356K
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-895- 2.39% |
$195K - $218K
|
36.6K
$9.56M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-963- 1.75% |
$210K - $234K
|
54.1K
$14.1M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-985- 24.73% |
$215K - $240K
|
3K
$783K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 1.8% |
$229K - $256K
|
57.3K
$15M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.06K- 11.66% |
$232K - $259K
|
8.05K
$2.1M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.09K- 4.75% |
$237K - $265K
|
21.9K
$5.71M
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.11K- 26.78% |
$242K - $271K
|
3.04K
$795K
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.21K- 1.37% |
$263K - $294K
|
86.8K
$22.7M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.23% |
$270K - $301K
|
99.1K
$25.9M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.25K- 4.93% |
$273K - $305K
|
24.1K
$6.3M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.32K- 42.53% |
$287K - $321K
|
1.78K
$465K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.34K- 10.1% |
$292K - $326K
|
11.9K
$3.11M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.42K- 15.65% |
$309K - $345K
|
7.63K
$1.99M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.47K- 14.74% |
$320K - $357K
|
8.48K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.47K- 22.32% |
$320K - $358K
|
5.11K
$1.34M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.48K- 7.28% |
$322K - $359K
|
18.8K
$4.91M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 0.86% |
$327K - $365K
|
172K
$45M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.57K- 3.48% |
$343K - $382K
|
43.6K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.59K- 4.97% |
$347K - $388K
|
30.5K
$7.96M
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.66K- 3.29% |
$362K - $405K
|
48.8K
$12.8M
|
|
Oct 21, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.68K- 14.73% |
$367K - $410K
|
9.75K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.69K- 51.24% |
$369K - $412K
|
1.61K
$421K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.9K- 4.05% |
$414K - $462K
|
45K
$11.8M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.97K- 29.4% |
$429K - $479K
|
4.72K
$1.23M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.01K- 32.14% |
$439K - $490K
|
4.25K
$1.11M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.19K- 28.85% |
$478K - $533K
|
5.4K
$1.41M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.21K- 10.91% |
$483K - $539K
|
18.1K
$4.72M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.42K- 17.88% |
$527K - $588K
|
11.1K
$2.9M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-2.53K- 31.13% |
$551K - $615K
|
5.59K
$1.46M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.65K- 23.08% |
$577K - $645K
|
8.83K
$2.31M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.86K- 5.82% |
$623K - $696K
|
46.2K
$12.1M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.92K- 8.23% |
$636K - $711K
|
32.5K
$8.5M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.95K- 57.56% |
$644K - $719K
|
2.18K
$569K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.04K- 47.04% |
$662K - $739K
|
3.42K
$893K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.31K- 35.24% |
$723K - $807K
|
6.09K
$1.59M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.94K- 31.65% |
$859K - $959K
|
8.51K
$2.22M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.97K- 0.34% |
$866K - $967K
|
1.16M
$303M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.27K- 0.49% |
$930K - $1.04M
|
864K
$226M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.41K- 35.97% |
$962K - $1.07M
|
7.86K
$2.05M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.93K- 2.68% |
$1.08M - $1.2M
|
179K
$46.8M
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.94K- 5.85% |
$1.08M - $1.2M
|
79.4K
$20.8M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.57K- 82.42% |
$1.22M - $1.36M
|
1.19K
$311K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.43K- 2.48% |
$1.4M - $1.56M
|
253K
$66.1M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.46K- 3.83% |
$1.41M - $1.57M
|
162K
$42.3M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.87K- 30.85% |
$1.5M - $1.67M
|
15.4K
$4.03M
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-7.23K- 58.24% |
$1.58M - $1.76M
|
5.18K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.46K- 22.84% |
$1.63M - $1.82M
|
25.2K
$6.59M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.91K- 1.9% |
$1.72M - $1.93M
|
408K
$107M
|