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 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 0.37% |
$436 - $487
|
540
$141K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$436 - $487
|
2.82K
$738K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$436 - $487
|
2
$523
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2+ 0.21% |
$436 - $487
|
977
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.04% |
$436 - $487
|
5.34K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$436 - $487
|
1.06K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$436 - $487
|
1.5K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
6.44K
$1.68M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
1.94K
$507K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
2.19K
$572K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$218 - $243
|
1.45K
$379K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
5.49K
$1.43M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.85% |
$218 - $243
|
118
$30.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.47% |
$218 - $243
|
213
$55.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.64% |
$218 - $243
|
158
$41.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1+ 0.04% |
$218 - $243
|
2.37K
$619K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1New |
$218 - $243
|
1
$261
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$218 - $243
|
8.98K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1Closed |
$218 - $243
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.71% |
$218 - $243
|
139
$36.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2- 0.01% |
$436 - $487
|
21.3K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$654 - $730
|
2.84K
$742K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5- 0.11% |
$1.09K - $1.22K
|
4.55K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7- 0.01% |
$1.53K - $1.7K
|
47.3K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 5.76% |
$1.74K - $1.95K
|
131
$34.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.91% |
$1.96K - $2.19K
|
985
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 76.92% |
$2.18K - $2.43K
|
3
$784
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-10- 20.0% |
$2.18K - $2.43K
|
40
$10.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-10- 2.7% |
$2.18K - $2.43K
|
360
$94.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-11- 0.16% |
$2.4K - $2.68K
|
6.74K
$1.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 0.32% |
$2.83K - $3.17K
|
4.01K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-13- 0.07% |
$2.83K - $3.17K
|
18.2K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-13- 0.09% |
$2.83K - $3.17K
|
14.3K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15- 0.12% |
$3.27K - $3.65K
|
12.6K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-15- 1.03% |
$3.27K - $3.65K
|
1.44K
$377K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 0.38% |
$3.71K - $4.14K
|
4.42K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 1.33% |
$3.71K - $4.14K
|
1.26K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-18- 2.02% |
$3.92K - $4.38K
|
875
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 0.25% |
$3.92K - $4.38K
|
7.1K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-18- 10.34% |
$3.92K - $4.38K
|
156
$40.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18- 1.7% |
$3.92K - $4.38K
|
1.04K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.29% |
$3.92K - $4.38K
|
6.13K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18- 1.83% |
$3.92K - $4.38K
|
967
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-19- 3.68% |
$4.14K - $4.63K
|
497
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-20- 1.29% |
$4.36K - $4.87K
|
1.53K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-20- 1.6% |
$4.36K - $4.87K
|
1.23K
$321K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-22- 1.12% |
$4.8K - $5.36K
|
1.94K
$507K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-22- 62.86% |
$4.8K - $5.36K
|
13
$3.4K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-22- 1.24% |
$4.8K - $5.36K
|
1.76K
$459K
|