Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
SELL
|
- |
-804- 17.02% |
$133K - $156K
|
3.92K
$1.05M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-804- 1.28% |
$133K - $156K
|
62.2K
$16.7M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-806- 33.89% |
$134K - $156K
|
1.57K
$421K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-816- 1.81% |
$135K - $158K
|
44.3K
$11.9M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-820- 48.52% |
$136K - $159K
|
870
$233K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-829- 0.16% |
$137K - $161K
|
514K
$138M
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-847- 5.41% |
$140K - $164K
|
14.8K
$3.97M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-889- 7.99% |
$147K - $172K
|
10.2K
$2.75M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-913- 1.33% |
$151K - $177K
|
67.7K
$18.1M
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-936- 13.57% |
$155K - $181K
|
5.96K
$1.6M
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-941- 4.51% |
$156K - $182K
|
19.9K
$5.34M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-984- 8.66% |
$163K - $191K
|
10.4K
$2.78M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-986- 17.45% |
$164K - $191K
|
4.67K
$1.25M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.04K- 51.81% |
$173K - $202K
|
971
$260K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.06K- 37.07% |
$175K - $204K
|
1.79K
$480K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 9.12% |
$193K - $226K
|
11.6K
$3.12M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.18K- 27.22% |
$196K - $229K
|
3.15K
$845K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.19K- 5.31% |
$198K - $231K
|
21.3K
$5.7M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.21K- 5.88% |
$201K - $235K
|
19.4K
$5.21M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.23K- 66.36% |
$204K - $239K
|
624
$167K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.26K- 20.96% |
$209K - $244K
|
4.75K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.31K- 6.84% |
$218K - $254K
|
17.9K
$4.79M
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.36K- 11.43% |
$225K - $263K
|
10.5K
$2.82M
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.36K- 22.15% |
$226K - $264K
|
4.8K
$1.29M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.44K- 3.89% |
$238K - $278K
|
35.5K
$9.51M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 7.8% |
$249K - $291K
|
17.8K
$4.76M
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-1.51K- 21.74% |
$250K - $293K
|
5.44K
$1.46M
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-1.57K- 10.3% |
$261K - $305K
|
13.7K
$3.67M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.61K- 2.59% |
$266K - $311K
|
60.4K
$16.2M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.62K- 8.66% |
$269K - $314K
|
17.1K
$4.59M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.66K- 70.33% |
$275K - $322K
|
700
$188K
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.67K- 6.43% |
$277K - $323K
|
24.3K
$6.5M
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 3.48% |
$286K - $335K
|
47.9K
$12.8M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.8K- 50.99% |
$299K - $349K
|
1.73K
$464K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.82K- 3.95% |
$302K - $353K
|
44.3K
$11.9M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.02K- 23.92% |
$334K - $391K
|
6.41K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-2.13K- 13.47% |
$354K - $413K
|
13.7K
$3.67M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.14K- 52.53% |
$355K - $414K
|
1.93K
$518K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.19K- 23.9% |
$363K - $424K
|
6.96K
$1.87M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.24K- 12.66% |
$371K - $434K
|
15.5K
$4.14M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.31K- 4.31% |
$383K - $448K
|
51.3K
$13.7M
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.4K- 17.55% |
$398K - $465K
|
11.3K
$3.02M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.42K- 10.53% |
$401K - $468K
|
20.5K
$5.5M
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.44K- 38.16% |
$404K - $473K
|
3.95K
$1.06M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.44K- 38.16% |
$404K - $473K
|
3.95K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.73K- 29.88% |
$452K - $529K
|
6.4K
$1.71M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.86K- 3.31% |
$474K - $554K
|
83.6K
$22.4M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.12K- 6.57% |
$518K - $606K
|
44.4K
$11.9M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.48K- 0.27% |
$576K - $674K
|
1.29M
$344M
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.54K- 3.94% |
$587K - $686K
|
86.3K
$23.1M
|