Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2023. 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 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-55- 0.57% |
$9.95K - $12.2K
|
9.52K
$2.56M
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-56- 1.4% |
$10.1K - $12.4K
|
3.96K
$1.06M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-59- 1.82% |
$10.7K - $13.1K
|
3.19K
$858K
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-60- 2.38% |
$10.9K - $13.3K
|
2.46K
$662K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-60- 0.77% |
$10.9K - $13.3K
|
7.69K
$2.07M
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-62- 0.68% |
$11.2K - $13.7K
|
9.06K
$2.44M
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-64- 4.25% |
$11.6K - $14.2K
|
1.44K
$388K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-69- 3.67% |
$12.5K - $15.3K
|
1.81K
$486K
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-72- 0.71% |
$13K - $15.9K
|
10.1K
$2.7M
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-74- 1.43% |
$13.4K - $16.4K
|
5.1K
$1.37M
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 6.17% |
$13.6K - $16.6K
|
1.14K
$306K
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-75- 5.3% |
$13.6K - $16.6K
|
1.34K
$360K
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-77- 7.18% |
$13.9K - $17K
|
996
$268K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-78- 6.93% |
$14.1K - $17.3K
|
1.05K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-79- 5.24% |
$14.3K - $17.5K
|
1.43K
$384K
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-85- 0.37% |
$15.4K - $18.8K
|
23.1K
$6.21M
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-85- 0.93% |
$15.4K - $18.8K
|
9.07K
$2.44M
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-87- 2.38% |
$15.7K - $19.2K
|
3.57K
$960K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-88- 5.35% |
$15.9K - $19.5K
|
1.56K
$418K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-90- 0.81% |
$16.3K - $19.9K
|
11K
$2.96M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-91- 1.95% |
$16.5K - $20.1K
|
4.59K
$1.23M
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-92- 0.75% |
$16.6K - $20.4K
|
12.1K
$3.25M
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-92- 0.71% |
$16.6K - $20.4K
|
12.8K
$3.44M
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-92- 0.75% |
$16.6K - $20.4K
|
12.1K
$3.25M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-94- 2.26% |
$17K - $20.8K
|
4.07K
$1.09M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-98- 2.85% |
$17.7K - $21.7K
|
3.34K
$898K
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-100- 4.91% |
$18.1K - $22.1K
|
1.94K
$521K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-100- 1.5% |
$18.1K - $22.1K
|
6.57K
$1.77M
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-105- 63.64% |
$19K - $23.2K
|
60
$16.1K
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-112- 2.66% |
$20.3K - $24.8K
|
4.1K
$1.1M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-113- 2.99% |
$20.4K - $25K
|
3.66K
$985K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-115- 13.91% |
$20.8K - $25.4K
|
712
$191K
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-120- 3.49% |
$21.7K - $26.5K
|
3.31K
$891K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-122- 1.52% |
$22.1K - $27K
|
7.9K
$2.12M
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-126- 1.57% |
$22.8K - $27.9K
|
7.88K
$2.12M
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-127- 3.34% |
$23K - $28.1K
|
3.67K
$987K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-131- 9.43% |
$23.7K - $29K
|
1.26K
$338K
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-135- 6.85% |
$24.4K - $29.9K
|
1.84K
$493K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-136- 2.23% |
$24.6K - $30.1K
|
5.96K
$1.6M
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-138- 35.84% |
$25K - $30.5K
|
247
$66.4K
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-138- 5.88% |
$25K - $30.5K
|
2.21K
$593K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-140- 2.47% |
$25.3K - $31K
|
5.53K
$1.48M
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-148- 2.73% |
$26.8K - $32.7K
|
5.26K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-149- 3.99% |
$27K - $33K
|
3.59K
$964K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-150- 29.82% |
$27.1K - $33.2K
|
353
$94.9K
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-150- 17.86% |
$27.1K - $33.2K
|
690
$185K
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-154- 1.6% |
$27.9K - $34.1K
|
9.5K
$2.55M
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-158- 5.59% |
$28.6K - $34.9K
|
2.67K
$717K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-163- 8.31% |
$29.5K - $36.1K
|
1.8K
$483K
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-167- 4.37% |
$30.2K - $36.9K
|
3.66K
$983K
|