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 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
160+ 1.41% |
$28.9K - $35.4K
|
11.5K
$3.1M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
157New |
$28.4K - $34.7K
|
157
$42.5K
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
145+ 1.12% |
$26.2K - $32.1K
|
13.1K
$3.54M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
144+ 1.23% |
$26K - $31.9K
|
11.8K
$3.2M
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
140+ 5.64% |
$25.3K - $31K
|
2.62K
$709K
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
136+ 1.49% |
$24.6K - $30.1K
|
9.24K
$2.5M
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
130+ 0.66% |
$23.5K - $28.8K
|
19.9K
$5.37M
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
121+ 1.56% |
$21.9K - $26.8K
|
7.88K
$2.13M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
117New |
$21.2K - $25.9K
|
117
$31.6K
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
115+ 1.21% |
$20.8K - $25.4K
|
9.64K
$2.61M
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
113+ 4.53% |
$20.4K - $25K
|
2.61K
$705K
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
110+ 1.38% |
$19.9K - $24.3K
|
8.1K
$2.19M
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
108+ 2.21% |
$19.5K - $23.9K
|
5K
$1.35M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
103+ 7.25% |
$18.6K - $22.8K
|
1.52K
$412K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
102+ 12.39% |
$18.5K - $22.6K
|
925
$250K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
101+ 14.03% |
$18.3K - $22.3K
|
821
$222K
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
101+ 25.57% |
$18.3K - $22.3K
|
496
$134K
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
101+ 6.12% |
$18.3K - $22.3K
|
1.75K
$473K
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
99+ 6.31% |
$17.9K - $21.9K
|
1.67K
$451K
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
99+ 3.74% |
$17.9K - $21.9K
|
2.75K
$743K
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
96+ 1.58% |
$17.4K - $21.2K
|
6.19K
$1.67M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96New |
$17.4K - $21.2K
|
96
$26K
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
93+ 0.51% |
$16.8K - $20.6K
|
18.3K
$4.96M
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
91+ 3.9% |
$16.5K - $20.1K
|
2.43K
$656K
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
86+ 0.58% |
$15.6K - $19K
|
15K
$4.06M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
85+ 0.03% |
$15.4K - $18.8K
|
255K
$68.8M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
84+ 6.58% |
$15.2K - $18.6K
|
1.36K
$368K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
83+ 7.15% |
$15K - $18.4K
|
1.24K
$336K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
81+ 476.47% |
$14.7K - $17.9K
|
98
$26.5K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
79+ 5.23% |
$14.3K - $17.5K
|
1.59K
$430K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
72+ 423.53% |
$13K - $15.9K
|
89
$24.1K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
71+ 2.0% |
$12.8K - $15.7K
|
3.62K
$980K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
70New |
$12.7K - $15.5K
|
70
$18.9K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
66+ 6.12% |
$11.9K - $14.6K
|
1.15K
$310K
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
66+ 2.02% |
$11.9K - $14.6K
|
3.33K
$900K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$11.8K - $14.4K
|
65
$17.6K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62New |
$11.2K - $13.7K
|
62
$16.8K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
57+ 4.63% |
$10.3K - $12.6K
|
1.29K
$348K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
57New |
$10.3K - $12.6K
|
57
$15.4K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
56+ 0.12% |
$10.1K - $12.4K
|
48.1K
$13M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
54+ 4.88% |
$9.77K - $11.9K
|
1.16K
$314K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
53New |
$9.59K - $11.7K
|
53
$14.3K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
53New |
$9.59K - $11.7K
|
53
$14.3K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
50+ 7.97% |
$9.05K - $11.1K
|
677
$183K
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 0.56% |
$9.05K - $11.1K
|
8.96K
$2.42M
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49New |
$8.86K - $10.8K
|
49
$13.2K
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
47+ 0.6% |
$8.5K - $10.4K
|
7.85K
$2.12M
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
47New |
$8.5K - $10.4K
|
47
$12.7K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 1.6% |
$7.96K - $9.73K
|
2.79K
$754K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
44New |
$7.96K - $9.73K
|
44
$11.9K
|