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
|
Founders Financial Securities LLC
|
BUY
|
- |
450+ 10.7% |
$98.1K - $110K
|
4.66K
$1.22M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
445+ 15.11% |
$97K - $108K
|
3.39K
$886K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
444+ 10.26% |
$96.8K - $108K
|
4.77K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
432+ 4.79% |
$94.2K - $105K
|
9.46K
$2.47M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
425+ 10.08% |
$92.7K - $103K
|
4.64K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
420+ 30.84% |
$91.6K - $102K
|
1.78K
$466K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
408New |
$89K - $99.3K
|
408
$107K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
399+ 4.72% |
$87K - $97.1K
|
8.84K
$2.31M
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
397+ 7.87% |
$86.6K - $96.7K
|
5.44K
$1.42M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
395+ 1.74% |
$86.1K - $96.2K
|
23.1K
$6.04M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
388+ 15.1% |
$84.6K - $94.5K
|
2.96K
$773K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
381+ 3.8% |
$83.1K - $92.8K
|
10.4K
$2.72M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
371+ 1.35% |
$80.9K - $90.3K
|
27.8K
$7.25M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
368+ 2.03% |
$80.2K - $89.6K
|
18.5K
$4.83M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
367+ 12.79% |
$80K - $89.4K
|
3.24K
$846K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
360+ 5.13% |
$78.5K - $87.6K
|
7.37K
$1.93M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
357+ 7.5% |
$77.8K - $86.9K
|
5.12K
$1.34M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
355+ 2.86% |
$77.4K - $86.4K
|
12.8K
$3.33M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
350+ 19.53% |
$76.3K - $85.2K
|
2.14K
$560K
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
338+ 0.4% |
$73.7K - $82.3K
|
85.7K
$22.4M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
336+ 1.3% |
$73.3K - $81.8K
|
26.1K
$6.82M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
336+ 13.75% |
$73.3K - $81.8K
|
2.78K
$726K
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
324+ 1.02% |
$70.6K - $78.9K
|
32.1K
$8.38M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
324+ 13.56% |
$70.6K - $78.9K
|
2.71K
$709K
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
324New |
$70.6K - $78.9K
|
324
$84.7K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
319+ 5.37% |
$69.6K - $77.7K
|
6.26K
$1.64M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
318+ 3.13% |
$69.3K - $77.4K
|
10.5K
$2.74M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
316+ 5.09% |
$68.9K - $76.9K
|
6.52K
$1.7M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
314+ 3.25% |
$68.5K - $76.4K
|
9.98K
$2.61M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
307+ 7.0% |
$66.9K - $74.7K
|
4.69K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
300+ 7.32% |
$65.4K - $73K
|
4.4K
$1.15M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 17.36% |
$65.4K - $73K
|
2.03K
$530K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
293New |
$63.9K - $71.3K
|
293
$76.6K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
292New |
$63.7K - $71.1K
|
292
$76.3K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
288+ 1.41% |
$62.8K - $70.1K
|
20.8K
$5.43M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
277New |
$60.4K - $67.4K
|
277
$72.4K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
265+ 12.24% |
$57.8K - $64.5K
|
2.43K
$635K
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
262+ 4.86% |
$57.1K - $63.8K
|
5.65K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
262+ 5.29% |
$57.1K - $63.8K
|
5.21K
$1.36M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
257+ 5.64% |
$56K - $62.6K
|
4.82K
$1.26M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
256+ 3.25% |
$55.8K - $62.3K
|
8.14K
$2.13M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
256New |
$55.8K - $62.3K
|
256
$66.9K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
255+ 29.18% |
$55.6K - $62.1K
|
1.13K
$295K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
250+ 22.2% |
$54.5K - $60.9K
|
1.38K
$360K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
249New |
$54.3K - $60.6K
|
249
$65.1K
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
244+ 10.98% |
$53.2K - $59.4K
|
2.47K
$645K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
241+ 10.86% |
$52.6K - $58.7K
|
2.46K
$643K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
236+ 6.97% |
$51.5K - $57.5K
|
3.62K
$946K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
230+ 95.83% |
$50.2K - $56K
|
470
$123K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
227+ 0.72% |
$49.5K - $55.3K
|
31.6K
$8.26M
|