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 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 0.14% |
$6.11K - $6.82K
|
19.5K
$4.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.3% |
$5.89K - $6.57K
|
9.07K
$2.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 0.07% |
$5.67K - $6.33K
|
36.7K
$8.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
23+ 0.45% |
$5.02K - $5.6K
|
5.15K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.54% |
$5.02K - $5.6K
|
4.32K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.58% |
$4.8K - $5.36K
|
3.81K
$894K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
21New |
$4.58K - $5.11K
|
21
$4.92K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
21+ 1.11% |
$4.58K - $5.11K
|
1.91K
$447K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.33% |
$4.36K - $4.87K
|
6.02K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19+ 0.95% |
$4.14K - $4.63K
|
2.02K
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
18+ 0.32% |
$3.92K - $4.38K
|
5.66K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.76% |
$3.49K - $3.9K
|
2.12K
$496K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16+ 0.16% |
$3.49K - $3.9K
|
10.2K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 2.91% |
$3.27K - $3.65K
|
530
$124K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.28% |
$3.05K - $3.41K
|
5.05K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$3.05K - $3.41K
|
4.29K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.31% |
$2.83K - $3.17K
|
4.22K
$990K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13+ 0.5% |
$2.83K - $3.17K
|
2.6K
$609K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
13+ 0.27% |
$2.83K - $3.17K
|
4.87K
$1.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.14% |
$2.83K - $3.17K
|
9.5K
$2.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 5.31% |
$2.83K - $3.17K
|
258
$60.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.78% |
$2.4K - $2.68K
|
1.43K
$334K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10+ 0.96% |
$2.18K - $2.43K
|
1.06K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10+ 0.25% |
$2.18K - $2.43K
|
3.98K
$933K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10New |
$2.18K - $2.43K
|
10
$2.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10+ 0.09% |
$2.18K - $2.43K
|
11.2K
$2.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.63% |
$2.18K - $2.43K
|
1.59K
$373K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 0.55% |
$1.96K - $2.19K
|
1.63K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.91K
$681K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.88K
$675K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.24% |
$1.96K - $2.19K
|
77
$18.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
8+ 0.41% |
$1.74K - $1.95K
|
1.95K
$458K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$1.53K - $1.7K
|
2.09K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.23% |
$1.53K - $1.7K
|
3.09K
$726K
|
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
6+ 0.37% |
$1.31K - $1.46K
|
1.63K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.31K - $1.46K
|
1.41K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6+ 0.43% |
$1.31K - $1.46K
|
1.42K
$332K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.46K
|
1.95K
$456K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 0.29% |
$1.31K - $1.46K
|
2.1K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.33% |
$1.31K - $1.46K
|
1.84K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5+ 0.19% |
$1.09K - $1.22K
|
2.61K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.33% |
$1.09K - $1.22K
|
1.5K
$352K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$1.09K - $1.22K
|
2.85K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.02% |
$1.09K - $1.22K
|
23K
$5.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.27% |
$872 - $974
|
1.5K
$352K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
4+ 0.3% |
$872 - $974
|
1.33K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.43% |
$872 - $974
|
928
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 5.56% |
$654 - $730
|
57
$13.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.32% |
$654 - $730
|
945
$222K
|