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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.04K+ 17.65% |
$1.5M - $1.75M
|
60.3K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.82KNew |
$1.3M - $1.52M
|
7.82K
$2.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.76KNew |
$1.29M - $1.5M
|
7.76K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.73KNew |
$1.28M - $1.5M
|
7.73K
$2.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.33K+ 57.21% |
$1.22M - $1.42M
|
20.2K
$5.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.76K+ 48.85% |
$1.12M - $1.31M
|
20.6K
$5.52M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
6.71KNew |
$1.11M - $1.3M
|
6.71K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.69K+ 8.72% |
$1.11M - $1.3M
|
83.4K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.23KNew |
$1.03M - $1.21M
|
6.23K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.23K+ 7.16% |
$1.03M - $1.21M
|
93.2K
$25M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6.11K+ 3.48% |
$1.01M - $1.18M
|
182K
$48.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.01K+ 8.07% |
$996K - $1.16M
|
80.4K
$21.6M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
5.79KNew |
$960K - $1.12M
|
5.79K
$1.55M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.72K+ 21.85% |
$948K - $1.11M
|
31.9K
$8.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.68KNew |
$943K - $1.1M
|
5.68K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.65K+ 19.34% |
$937K - $1.09M
|
34.8K
$9.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.05K+ 34.15% |
$837K - $978K
|
19.8K
$5.31M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.97KNew |
$824K - $963K
|
4.97K
$1.33M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.84KNew |
$802K - $937K
|
4.84K
$1.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.49K+ 14.07% |
$744K - $870K
|
36.4K
$9.75M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.41K+ 10.74% |
$732K - $855K
|
45.5K
$12.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
4.36K+ 231.6% |
$723K - $845K
|
6.24K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
4.35K+ 13.1% |
$721K - $843K
|
37.5K
$10.1M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.23K+ 90.64% |
$702K - $820K
|
8.9K
$2.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$693K - $810K
|
4.18K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
4.14K+ 1.9% |
$686K - $801K
|
221K
$59.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.12K+ 4.22% |
$684K - $799K
|
102K
$27.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.05K+ 20.76% |
$672K - $785K
|
23.6K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.03K+ 9.55% |
$669K - $782K
|
46.3K
$12.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.98KNew |
$660K - $772K
|
3.98K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.94KNew |
$653K - $763K
|
3.94K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.92KNew |
$650K - $759K
|
3.92K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.82K+ 1303.75% |
$634K - $740K
|
4.11K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.77K+ 7.6% |
$626K - $731K
|
53.4K
$14.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
3.73K+ 3.28% |
$619K - $723K
|
117K
$31.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$580K - $678K
|
3.5K
$937K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.49KNew |
$578K - $676K
|
3.49K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.41KNew |
$566K - $661K
|
3.41K
$914K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$543K - $634K
|
3.27K
$877K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.27K+ 43.28% |
$542K - $634K
|
10.8K
$2.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.18KNew |
$528K - $617K
|
3.18K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 21.72% |
$524K - $613K
|
17.7K
$4.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 3.21% |
$523K - $612K
|
102K
$27.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
3.13KNew |
$519K - $607K
|
3.13K
$839K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.13K+ 3.76% |
$518K - $606K
|
86.3K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.1K+ 47.76% |
$514K - $601K
|
9.59K
$2.57M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.98K+ 30.27% |
$494K - $578K
|
12.8K
$3.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 0.41% |
$489K - $572K
|
729K
$195M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.95K+ 13.73% |
$489K - $571K
|
24.4K
$6.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
2.82K+ 75.45% |
$468K - $547K
|
6.56K
$1.76M
|