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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
272+ 1.04% |
$45.1K - $52.7K
|
26.4K
$7.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
253+ 6.54% |
$42K - $49K
|
4.12K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
250+ 2.08% |
$41.5K - $48.5K
|
12.3K
$3.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
250New |
$41.5K - $48.5K
|
250
$66.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
247+ 2.01% |
$41K - $47.9K
|
12.5K
$3.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
242+ 16.62% |
$40.1K - $46.9K
|
1.7K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
240+ 77.42% |
$39.8K - $46.5K
|
550
$146K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
235+ 3.99% |
$39K - $45.6K
|
6.12K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
234+ 8.61% |
$38.8K - $45.4K
|
2.95K
$785K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
232+ 11.66% |
$38.5K - $45K
|
2.22K
$590K
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
225+ 1.36% |
$37.3K - $43.6K
|
16.7K
$4.45M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
222+ 55.64% |
$36.8K - $43K
|
621
$165K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
220+ 5.04% |
$36.5K - $42.6K
|
4.59K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
218New |
$36.2K - $42.3K
|
218
$57.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
197+ 2.05% |
$32.7K - $38.2K
|
9.8K
$2.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
197+ 7.64% |
$32.7K - $38.2K
|
2.78K
$738K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
196+ 2.1% |
$32.5K - $38K
|
9.51K
$2.53M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
186New |
$30.8K - $36.1K
|
186
$49.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
172+ 6.03% |
$28.5K - $33.3K
|
3.03K
$804K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
166New |
$27.5K - $32.2K
|
166
$44.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
164+ 11.63% |
$27.2K - $31.8K
|
1.57K
$418K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
160+ 9.55% |
$26.5K - $31K
|
1.84K
$488K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
150New |
$24.9K - $29.1K
|
150
$39.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
149+ 1.91% |
$24.7K - $28.9K
|
7.95K
$2.11M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
147+ 0.91% |
$24.4K - $28.5K
|
16.3K
$4.32M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
140+ 16.24% |
$23.2K - $27.1K
|
1K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
139+ 3.57% |
$23.1K - $26.9K
|
4.03K
$1.07M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
135+ 10.6% |
$22.4K - $26.2K
|
1.41K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
128+ 3.19% |
$21.2K - $24.8K
|
4.14K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
121+ 1.04% |
$20.1K - $23.5K
|
11.7K
$3.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
120+ 0.95% |
$19.9K - $23.3K
|
12.8K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$17.7K - $20.7K
|
214
$56.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105New |
$17.4K - $20.4K
|
105
$27.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
105+ 4.21% |
$17.4K - $20.4K
|
2.6K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
100New |
$16.6K - $19.4K
|
100
$26.6K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
93+ 21.33% |
$15.4K - $18K
|
529
$141K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
93New |
$15.4K - $18K
|
93
$24.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
92+ 836.36% |
$15.3K - $17.8K
|
103
$27.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
88+ 6.18% |
$14.6K - $17.1K
|
1.51K
$402K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
85New |
$14.1K - $16.5K
|
85
$22.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
85+ 1.6% |
$14.1K - $16.5K
|
5.41K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
84+ 0.43% |
$13.9K - $16.3K
|
19.5K
$5.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
83+ 94.32% |
$13.8K - $16.1K
|
171
$45.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
83+ 830.0% |
$13.8K - $16.1K
|
93
$24.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
82+ 4.07% |
$13.6K - $15.9K
|
2.1K
$558K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
81+ 0.48% |
$13.4K - $15.7K
|
17.1K
$4.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
72+ 0.73% |
$11.9K - $14K
|
9.87K
$2.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
71+ 4.52% |
$11.8K - $13.8K
|
1.64K
$436K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69+ 5.36% |
$11.4K - $13.4K
|
1.36K
$361K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
64+ 2.14% |
$10.6K - $12.4K
|
3.06K
$812K
|