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 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 1.6% |
$7.96K - $9.73K
|
2.79K
$681K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
44New |
$7.96K - $9.73K
|
44
$10.7K
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
41+ 1.4% |
$7.42K - $9.07K
|
2.98K
$727K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 0.22% |
$6.87K - $8.41K
|
17K
$4.14M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 6.92% |
$6.51K - $7.96K
|
556
$136K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.59% |
$5.97K - $7.3K
|
5.62K
$1.37M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
32+ 3200.0% |
$5.79K - $7.08K
|
33
$8.06K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32+ 0.47% |
$5.79K - $7.08K
|
6.84K
$1.67M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
31New |
$5.61K - $6.86K
|
31
$7.57K
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
29+ 1.31% |
$5.25K - $6.41K
|
2.24K
$547K
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
28+ 0.26% |
$5.07K - $6.19K
|
10.6K
$2.59M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
28+ 0.0% |
$5.07K - $6.19K
|
656K
$160M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
26New |
$4.7K - $5.75K
|
26
$6.35K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.16K - $5.09K
|
23
$5.61K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
23+ 0.35% |
$4.16K - $5.09K
|
6.54K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 31.51% |
$4.16K - $5.09K
|
96
$23.4K
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21New |
$3.8K - $4.65K
|
21
$5.13K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21+ 0.01% |
$3.8K - $4.65K
|
176K
$43M
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20New |
$3.62K - $4.42K
|
20
$4.88K
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
20+ 2.65% |
$3.62K - $4.42K
|
775
$189K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.59% |
$3.08K - $3.76K
|
2.91K
$710K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
16+ 0.55% |
$2.89K - $3.54K
|
2.91K
$710K
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
15+ 0.19% |
$2.71K - $3.32K
|
7.85K
$1.92M
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$1.99K - $2.43K
|
2.5K
$609K
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9+ 0.39% |
$1.63K - $1.99K
|
2.34K
$571K
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.21% |
$1.63K - $1.99K
|
4.21K
$1.03M
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 13.56% |
$1.45K - $1.77K
|
67
$16.4K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 13.56% |
$1.45K - $1.77K
|
67
$16.4K
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7+ 0.18% |
$1.27K - $1.55K
|
3.96K
$968K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.88% |
$1.09K - $1.33K
|
691
$169K
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$1.09K - $1.33K
|
2.08K
$508K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5+ 0.24% |
$905 - $1.11K
|
2.1K
$512K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.47% |
$905 - $1.11K
|
345
$84.2K
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.32% |
$905 - $1.11K
|
1.58K
$386K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$905 - $1.11K
|
5
$1.22K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$905 - $1.11K
|
5
$1.22K
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.26% |
$724 - $885
|
1.52K
$371K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.14% |
$724 - $885
|
2.84K
$694K
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.25% |
$724 - $885
|
1.63K
$397K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
4+ 0.84% |
$724 - $885
|
478
$117K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.21% |
$543 - $664
|
1.42K
$347K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.26% |
$543 - $664
|
1.15K
$281K
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.35% |
$362 - $442
|
573
$140K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$362 - $442
|
1.04K
$255K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.15% |
$362 - $442
|
1.35K
$330K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$362 - $442
|
2.15K
$524K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.57% |
$362 - $442
|
129
$31.5K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$362 - $442
|
1.05K
$257K
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.17% |
$362 - $442
|
1.21K
$295K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.31% |
$362 - $442
|
648
$158K
|