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 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
856+ 16.18% |
$142K - $166K
|
6.15K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
834+ 6.2% |
$138K - $162K
|
14.3K
$3.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
810+ 13.35% |
$134K - $157K
|
6.88K
$1.84M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
800New |
$133K - $155K
|
800
$214K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
788+ 9.04% |
$131K - $153K
|
9.5K
$2.55M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
787New |
$131K - $153K
|
787
$211K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
787New |
$131K - $153K
|
787
$211K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
782+ 7.0% |
$130K - $152K
|
11.9K
$3.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
770+ 39.88% |
$128K - $149K
|
2.7K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
757+ 22.96% |
$126K - $147K
|
4.05K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
749+ 1.79% |
$124K - $145K
|
42.6K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
742+ 2.88% |
$123K - $144K
|
26.5K
$7.11M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
738+ 8.03% |
$122K - $143K
|
9.93K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
716+ 11.11% |
$119K - $139K
|
7.16K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
647+ 24.95% |
$107K - $125K
|
3.24K
$868K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
630+ 10.79% |
$104K - $122K
|
6.47K
$1.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
627+ 55.83% |
$104K - $122K
|
1.75K
$469K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
624+ 0.33% |
$103K - $121K
|
190K
$50.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
624+ 12.53% |
$103K - $121K
|
5.6K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
620+ 1.12% |
$103K - $120K
|
56K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
619+ 4.66% |
$103K - $120K
|
13.9K
$3.73M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
589New |
$97.7K - $114K
|
589
$158K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
569+ 49.52% |
$94.4K - $110K
|
1.72K
$460K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
541+ 2.19% |
$89.7K - $105K
|
25.3K
$6.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
537+ 3.92% |
$89.1K - $104K
|
14.2K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
529+ 9.44% |
$87.7K - $103K
|
6.13K
$1.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
510New |
$84.6K - $98.9K
|
510
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
508+ 18.84% |
$84.2K - $98.5K
|
3.2K
$859K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
500New |
$82.9K - $96.9K
|
500
$134K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
488+ 15.7% |
$80.9K - $94.6K
|
3.6K
$964K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
481+ 5.31% |
$79.8K - $93.2K
|
9.54K
$2.56M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
471New |
$78.1K - $91.3K
|
471
$126K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
468+ 11.01% |
$77.6K - $90.7K
|
4.72K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
448+ 11.43% |
$74.3K - $86.8K
|
4.37K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
428+ 7.83% |
$71K - $83K
|
5.9K
$1.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
424+ 220.83% |
$70.3K - $82.2K
|
616
$165K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
420+ 20.19% |
$69.7K - $81.4K
|
2.5K
$670K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
406+ 2.4% |
$67.3K - $78.7K
|
17.3K
$4.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
396+ 28.47% |
$65.7K - $76.8K
|
1.79K
$479K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
391+ 26.12% |
$64.8K - $75.8K
|
1.89K
$506K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
390+ 116.07% |
$64.7K - $75.6K
|
726
$195K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
386+ 22.31% |
$64K - $74.8K
|
2.12K
$567K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
357+ 3.68% |
$59.2K - $69.2K
|
10.1K
$2.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
350+ 261.19% |
$58K - $67.8K
|
484
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
344+ 7.79% |
$57K - $66.7K
|
4.76K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
315+ 14.95% |
$52.2K - $61.1K
|
2.42K
$649K
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
305+ 1.54% |
$50.6K - $59.1K
|
20.1K
$5.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
303+ 8.36% |
$50.2K - $58.7K
|
3.93K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
299+ 7.29% |
$49.6K - $58K
|
4.4K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
276+ 11.42% |
$45.8K - $53.5K
|
2.69K
$722K
|