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 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.71K+ 0.92% |
$372K - $416K
|
187K
$48.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.7K+ 13.62% |
$372K - $415K
|
14.2K
$3.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.69K+ 38.48% |
$368K - $411K
|
6.08K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
1.65KNew |
$361K - $403K
|
1.65K
$432K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 8.38% |
$360K - $401K
|
21.3K
$5.57M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$356K - $397K
|
1.63K
$426K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.63KNew |
$355K - $396K
|
1.63K
$425K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.62K+ 62.39% |
$354K - $395K
|
4.23K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.62K+ 2.62% |
$352K - $393K
|
63.4K
$16.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.54K+ 6.28% |
$335K - $374K
|
26K
$6.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.48KNew |
$322K - $359K
|
1.48K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.46K+ 13.74% |
$318K - $355K
|
12.1K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.44K+ 26.83% |
$315K - $351K
|
6.82K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.41K+ 26.68% |
$308K - $344K
|
6.7K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.41K+ 0.7% |
$307K - $343K
|
204K
$53.2M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$288K - $322K
|
1.32K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.31K+ 1.74% |
$286K - $319K
|
76.8K
$20.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$281K - $314K
|
1.29K
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.29KNew |
$281K - $313K
|
1.29K
$336K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
1.26K+ 98.05% |
$274K - $306K
|
2.54K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.26KNew |
$274K - $306K
|
1.26K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.24K+ 7.69% |
$270K - $301K
|
17.3K
$4.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
1.22K+ 0.91% |
$266K - $297K
|
134K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.22KNew |
$266K - $297K
|
1.22K
$319K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.21K+ 33.43% |
$264K - $294K
|
4.83K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.21K+ 4.3% |
$263K - $294K
|
29.3K
$7.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.19KNew |
$259K - $290K
|
1.19K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.18K+ 27.65% |
$257K - $287K
|
5.44K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.17K+ 20.5% |
$254K - $284K
|
6.86K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.15K+ 71.96% |
$250K - $279K
|
2.74K
$716K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.14KNew |
$248K - $277K
|
1.14K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.13KNew |
$247K - $275K
|
1.13K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.12KNew |
$245K - $274K
|
1.12K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.11K+ 105.12% |
$242K - $270K
|
2.16K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.08K+ 10.31% |
$235K - $263K
|
11.5K
$3.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.03K+ 0.7% |
$225K - $251K
|
148K
$38.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.01K+ 16.82% |
$221K - $247K
|
7.03K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.01KNew |
$220K - $246K
|
1.01K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.01K+ 2.45% |
$220K - $246K
|
42.3K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
981+ 28.29% |
$214K - $239K
|
4.45K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
961+ 4.95% |
$210K - $234K
|
20.4K
$5.33M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
921+ 2.3% |
$201K - $224K
|
41K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
907New |
$198K - $221K
|
907
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
885+ 1.44% |
$193K - $215K
|
62.2K
$16.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
881+ 8.35% |
$192K - $214K
|
11.4K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
879+ 42.46% |
$192K - $214K
|
2.95K
$771K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
878New |
$191K - $214K
|
878
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
860New |
$188K - $209K
|
860
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
857+ 10.19% |
$187K - $209K
|
9.27K
$2.42M
|