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 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
33+ 0.59% |
$7.2K - $8.03K
|
5.67K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
32+ 0.27% |
$6.98K - $7.79K
|
11.8K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
31+ 3.39% |
$6.76K - $7.55K
|
946
$279K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
31+ 1.14% |
$6.76K - $7.55K
|
2.75K
$812K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
28+ 0.14% |
$6.11K - $6.82K
|
19.5K
$5.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.3% |
$5.89K - $6.57K
|
9.07K
$2.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 0.07% |
$5.67K - $6.33K
|
36.7K
$10.8M
|
|
|
Sep 24, 2025
Q3 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
24+ 2.32% |
$5.23K - $5.84K
|
1.06K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.54% |
$5.02K - $5.6K
|
4.32K
$1.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
23+ 0.45% |
$5.02K - $5.6K
|
5.15K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
22+ 0.58% |
$4.8K - $5.36K
|
3.81K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
21New |
$4.58K - $5.11K
|
21
$6.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
21+ 1.11% |
$4.58K - $5.11K
|
1.91K
$563K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.33% |
$4.36K - $4.87K
|
6.02K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19+ 0.95% |
$4.14K - $4.63K
|
2.02K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
18+ 0.32% |
$3.92K - $4.38K
|
5.66K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16+ 0.16% |
$3.49K - $3.9K
|
10.2K
$3.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.76% |
$3.49K - $3.9K
|
2.12K
$625K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 2.91% |
$3.27K - $3.65K
|
530
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$3.05K - $3.41K
|
4.29K
$1.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.28% |
$3.05K - $3.41K
|
5.05K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.14% |
$2.83K - $3.17K
|
9.5K
$2.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.31% |
$2.83K - $3.17K
|
4.22K
$1.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 5.31% |
$2.83K - $3.17K
|
258
$76.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13+ 0.5% |
$2.83K - $3.17K
|
2.6K
$767K
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
13+ 0.27% |
$2.83K - $3.17K
|
4.87K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.78% |
$2.4K - $2.68K
|
1.43K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10+ 0.96% |
$2.18K - $2.43K
|
1.06K
$311K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10New |
$2.18K - $2.43K
|
10
$2.95K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.63% |
$2.18K - $2.43K
|
1.59K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10+ 0.09% |
$2.18K - $2.43K
|
11.2K
$3.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10+ 0.25% |
$2.18K - $2.43K
|
3.98K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.24% |
$1.96K - $2.19K
|
77
$22.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 0.55% |
$1.96K - $2.19K
|
1.63K
$481K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.66K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.91K
$858K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.88K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
8+ 0.41% |
$1.74K - $1.95K
|
1.95K
$576K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$1.53K - $1.7K
|
2.09K
$617K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.23% |
$1.53K - $1.7K
|
3.09K
$913K
|
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
6+ 0.37% |
$1.31K - $1.46K
|
1.63K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6+ 0.43% |
$1.31K - $1.46K
|
1.42K
$418K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.33% |
$1.31K - $1.46K
|
1.84K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 0.29% |
$1.31K - $1.46K
|
2.1K
$620K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.46K
|
1.95K
$574K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.31K - $1.46K
|
1.41K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5+ 0.19% |
$1.09K - $1.22K
|
2.61K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$1.09K - $1.22K
|
2.85K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.02% |
$1.09K - $1.22K
|
23K
$6.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.33% |
$1.09K - $1.22K
|
1.5K
$443K
|