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 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.63KNew |
$270K - $316K
|
1.63K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.62KNew |
$268K - $313K
|
1.62K
$430K
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.6K+ 5.16% |
$266K - $310K
|
32.6K
$8.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.54KNew |
$255K - $298K
|
1.54K
$408K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1.51K+ 6.77% |
$250K - $292K
|
23.8K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.51K+ 72.8% |
$250K - $292K
|
3.58K
$951K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 8.78% |
$248K - $290K
|
18.6K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.5KNew |
$248K - $290K
|
1.5K
$397K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.49K+ 4.08% |
$247K - $289K
|
38K
$10.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.47K+ 12.85% |
$244K - $286K
|
12.9K
$3.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.45K+ 23.33% |
$240K - $281K
|
7.66K
$2.03M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.43K+ 48.59% |
$237K - $278K
|
4.38K
$1.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.41KNew |
$234K - $273K
|
1.41K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.4K+ 208.96% |
$232K - $271K
|
2.07K
$550K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.4K+ 90.77% |
$232K - $271K
|
2.94K
$780K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.39KNew |
$231K - $269K
|
1.39K
$369K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.38KNew |
$228K - $267K
|
1.38K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.33KNew |
$220K - $257K
|
1.33K
$352K
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.27K+ 46.44% |
$211K - $246K
|
4.01K
$1.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.26KNew |
$209K - $245K
|
1.26K
$336K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1.21KNew |
$201K - $235K
|
1.21K
$322K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.2KNew |
$199K - $233K
|
1.2K
$319K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.19KNew |
$198K - $231K
|
1.19K
$317K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.19KNew |
$197K - $230K
|
1.19K
$316K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.15K+ 24.07% |
$190K - $222K
|
5.91K
$1.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.14KNew |
$190K - $222K
|
1.14K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$189K - $221K
|
1.14K
$304K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.14K+ 41.72% |
$189K - $221K
|
3.87K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$189K - $221K
|
1.14K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.12K+ 858.02% |
$186K - $218K
|
1.26K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$298K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$298K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12KNew |
$185K - $216K
|
1.12K
$296K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.12KNew |
$185K - $216K
|
1.12K
$296K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.08K+ 7.5% |
$179K - $210K
|
15.5K
$4.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.07K+ 19.95% |
$178K - $208K
|
6.45K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$173K - $203K
|
1.05K
$278K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.04K+ 3.15% |
$172K - $202K
|
34.1K
$9.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.03K+ 50.97% |
$170K - $199K
|
3.05K
$809K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
990New |
$164K - $192K
|
990
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
976+ 9.87% |
$162K - $189K
|
10.9K
$2.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
968+ 32.56% |
$161K - $188K
|
3.94K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
955+ 7.69% |
$158K - $185K
|
13.4K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
937+ 162.11% |
$155K - $182K
|
1.52K
$403K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
917+ 20.36% |
$152K - $178K
|
5.42K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
901New |
$149K - $175K
|
901
$239K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
900+ 123.8% |
$149K - $174K
|
1.63K
$432K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
885New |
$147K - $172K
|
885
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
880+ 37.32% |
$146K - $171K
|
3.24K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
878+ 4.16% |
$146K - $170K
|
22K
$5.85M
|