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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.02% |
$181 - $221
|
5.49K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.19% |
$181 - $221
|
537
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$181 - $221
|
21.4K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 4.55% |
$181 - $221
|
23
$6.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 1.23% |
$181 - $221
|
82
$22K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$181 - $221
|
2.12K
$570K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$181 - $221
|
6.07K
$1.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$181 - $221
|
1.15K
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1+ 1.32% |
$181 - $221
|
77
$20.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$181 - $221
|
601
$162K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$181 - $221
|
1
$269
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$181 - $221
|
629
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$181 - $221
|
1.14K
$307K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$181 - $221
|
9.9K
$2.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3- 0.03% |
$543 - $664
|
11K
$2.95M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4- 0.24% |
$724 - $885
|
1.7K
$456K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-5- 0.26% |
$905 - $1.11K
|
1.94K
$522K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5- 0.07% |
$905 - $1.11K
|
7.19K
$1.93M
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5- 0.1% |
$905 - $1.11K
|
5.08K
$1.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.25% |
$1.27K - $1.55K
|
2.79K
$749K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.14% |
$1.45K - $1.77K
|
5.72K
$1.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.37% |
$1.81K - $2.21K
|
2.71K
$728K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 6.25% |
$2.53K - $3.1K
|
210
$56.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 0.18% |
$2.71K - $3.32K
|
8.53K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-16- 0.46% |
$2.89K - $3.54K
|
3.48K
$934K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 9.28% |
$3.26K - $3.98K
|
176
$47.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-18- 0.54% |
$3.26K - $3.98K
|
3.33K
$895K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$3.26K - $3.98K
|
4.29K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21- 1.62% |
$3.8K - $4.65K
|
1.27K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-22- 0.96% |
$3.98K - $4.87K
|
2.28K
$612K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.2% |
$4.52K - $5.53K
|
12.2K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-28- 0.46% |
$5.07K - $6.19K
|
6.1K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-28- 4.41% |
$5.07K - $6.19K
|
607
$163K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 1.02% |
$5.43K - $6.64K
|
2.91K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-33- 1.48% |
$5.97K - $7.3K
|
2.2K
$591K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-35- 1.63% |
$6.33K - $7.74K
|
2.11K
$566K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 14.83% |
$6.33K - $7.74K
|
201
$54K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-35- 3.09% |
$6.33K - $7.74K
|
1.1K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36- 1.52% |
$6.51K - $7.96K
|
2.33K
$625K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 2.13% |
$6.69K - $8.18K
|
1.7K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-41- 0.41% |
$7.42K - $9.07K
|
9.92K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-41- 1.19% |
$7.42K - $9.07K
|
3.4K
$912K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-43- 66.15% |
$7.78K - $9.51K
|
22
$5.91K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-44- 3.69% |
$7.96K - $9.73K
|
1.15K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-46- 1.03% |
$8.32K - $10.2K
|
4.41K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-46- 0.03% |
$8.32K - $10.2K
|
133K
$35.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-47- 1.18% |
$8.5K - $10.4K
|
3.92K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-48- 1.48% |
$8.68K - $10.6K
|
3.19K
$858K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 2.89% |
$9.05K - $11.1K
|
1.68K
$452K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-54- 2.38% |
$9.77K - $11.9K
|
2.21K
$595K
|