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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4.31K+ 20.72% |
$939K - $1.05M
|
25.1K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.3K+ 59.16% |
$938K - $1.05M
|
11.6K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.27K+ 31.09% |
$930K - $1.04M
|
18K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.05K+ 17.12% |
$883K - $986K
|
27.7K
$7.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.04K+ 137.67% |
$880K - $982K
|
6.97K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
3.82K+ 0.85% |
$833K - $930K
|
451K
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.74K+ 1.96% |
$815K - $910K
|
194K
$50.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.73K+ 4.18% |
$812K - $907K
|
92.9K
$24.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.6K+ 5.43% |
$785K - $876K
|
70K
$18.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 3.29% |
$781K - $872K
|
112K
$29.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.56K+ 3.55% |
$776K - $867K
|
104K
$27.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.41K+ 4.33% |
$744K - $831K
|
82.3K
$21.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.41K+ 10.5% |
$743K - $830K
|
35.9K
$9.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.36K+ 58.08% |
$733K - $818K
|
9.15K
$2.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.33K+ 3.71% |
$727K - $812K
|
93.1K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.27K+ 155.99% |
$713K - $796K
|
5.36K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.16K+ 84.54% |
$688K - $768K
|
6.89K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.14K+ 6.12% |
$686K - $765K
|
54.5K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.03K+ 1.85% |
$661K - $738K
|
167K
$43.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3K+ 3.49% |
$655K - $731K
|
89K
$23.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.99KNew |
$651K - $727K
|
2.99K
$780K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.89K+ 19.66% |
$630K - $704K
|
17.6K
$4.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 10.6% |
$624K - $697K
|
29.9K
$7.8M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.77K+ 42.25% |
$603K - $673K
|
9.31K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.76K+ 75.36% |
$602K - $672K
|
6.43K
$1.68M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.7K+ 15.42% |
$589K - $657K
|
20.2K
$5.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.7K+ 7.51% |
$589K - $657K
|
38.6K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.66KNew |
$579K - $647K
|
2.66K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2.62K+ 19.41% |
$572K - $638K
|
16.1K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 1.97% |
$570K - $636K
|
135K
$35.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.51K+ 10.29% |
$546K - $610K
|
26.8K
$7.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.44K+ 6.23% |
$532K - $594K
|
41.6K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
2.43KNew |
$530K - $592K
|
2.43K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.43K+ 26.86% |
$529K - $591K
|
11.5K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.4K+ 8.12% |
$523K - $584K
|
32K
$8.35M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.35K+ 1.84% |
$513K - $573K
|
130K
$34.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.29K+ 2.98% |
$500K - $558K
|
79.1K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.28K+ 112.09% |
$497K - $555K
|
4.32K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.25K+ 101.35% |
$491K - $548K
|
4.47K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 52.61% |
$476K - $532K
|
6.34K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.18K+ 2.16% |
$475K - $530K
|
103K
$27M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
2.16K+ 10.24% |
$470K - $525K
|
23.2K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16K+ 11.13% |
$470K - $525K
|
21.5K
$5.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
2.11K+ 3.95% |
$461K - $514K
|
55.6K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.02KNew |
$441K - $493K
|
2.02K
$529K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.92KNew |
$420K - $468K
|
1.92K
$503K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.9K+ 5.03% |
$415K - $463K
|
39.7K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 2.01% |
$400K - $447K
|
93.1K
$24.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.8K+ 117.91% |
$393K - $439K
|
3.33K
$871K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.74K+ 19.03% |
$380K - $425K
|
10.9K
$2.85M
|