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
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
21+ 1.11% |
$4.58K - $5.11K
|
1.91K
$499K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
20+ 0.33% |
$4.36K - $4.87K
|
6.02K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19+ 0.95% |
$4.14K - $4.63K
|
2.02K
$528K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
18+ 0.32% |
$3.92K - $4.38K
|
5.66K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.76% |
$3.49K - $3.9K
|
2.12K
$553K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
16+ 0.16% |
$3.49K - $3.9K
|
10.2K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 2.91% |
$3.27K - $3.65K
|
530
$138K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.33% |
$3.05K - $3.41K
|
4.29K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
14+ 0.28% |
$3.05K - $3.41K
|
5.05K
$1.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
13+ 0.31% |
$2.83K - $3.17K
|
4.22K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
13+ 0.27% |
$2.83K - $3.17K
|
4.87K
$1.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13+ 5.31% |
$2.83K - $3.17K
|
258
$67.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
13+ 0.5% |
$2.83K - $3.17K
|
2.6K
$679K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13+ 0.14% |
$2.83K - $3.17K
|
9.5K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.78% |
$2.4K - $2.68K
|
1.43K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10+ 0.09% |
$2.18K - $2.43K
|
11.2K
$2.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.63% |
$2.18K - $2.43K
|
1.59K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10+ 0.25% |
$2.18K - $2.43K
|
3.98K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
10+ 0.96% |
$2.18K - $2.43K
|
1.06K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10New |
$2.18K - $2.43K
|
10
$2.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 13.24% |
$1.96K - $2.19K
|
77
$20.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.91K
$759K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 0.55% |
$1.96K - $2.19K
|
1.63K
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.35K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9+ 0.31% |
$1.96K - $2.19K
|
2.88K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
8+ 0.41% |
$1.74K - $1.95K
|
1.95K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.23% |
$1.53K - $1.7K
|
3.09K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$1.53K - $1.7K
|
2.09K
$546K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.31% |
$1.31K - $1.46K
|
1.95K
$508K
|
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
6+ 0.37% |
$1.31K - $1.46K
|
1.63K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.33% |
$1.31K - $1.46K
|
1.84K
$480K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6+ 0.43% |
$1.31K - $1.46K
|
1.41K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 0.29% |
$1.31K - $1.46K
|
2.1K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6+ 0.43% |
$1.31K - $1.46K
|
1.42K
$370K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.33% |
$1.09K - $1.22K
|
1.5K
$392K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5+ 0.19% |
$1.09K - $1.22K
|
2.61K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.18% |
$1.09K - $1.22K
|
2.85K
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5+ 0.02% |
$1.09K - $1.22K
|
23K
$6.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.27% |
$872 - $974
|
1.5K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4+ 0.43% |
$872 - $974
|
928
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
4+ 0.3% |
$872 - $974
|
1.33K
$346K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.14% |
$654 - $730
|
2.1K
$550K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 5.56% |
$654 - $730
|
57
$14.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
3+ 0.12% |
$654 - $730
|
2.5K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.32% |
$654 - $730
|
945
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.09% |
$654 - $730
|
278
$72.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.37% |
$654 - $730
|
818
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$436 - $487
|
1.53K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$436 - $487
|
1.17K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$436 - $487
|
1.16K
$302K
|