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 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$362 - $442
|
1.05K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2+ 0.16% |
$362 - $442
|
1.28K
$347K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$362 - $442
|
2.15K
$584K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.13% |
$362 - $442
|
1.49K
$406K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
2+ 0.35% |
$362 - $442
|
573
$156K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.15% |
$362 - $442
|
1.35K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$181 - $221
|
1.15K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1+ 4.55% |
$181 - $221
|
23
$6.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$181 - $221
|
6.07K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$181 - $221
|
1.14K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$181 - $221
|
601
$164K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.01% |
$181 - $221
|
9.9K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$181 - $221
|
21.4K
$5.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$181 - $221
|
629
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$181 - $221
|
2.12K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.02% |
$181 - $221
|
5.49K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 0.19% |
$181 - $221
|
537
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 1.23% |
$181 - $221
|
82
$22.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1+ 1.32% |
$181 - $221
|
77
$21K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$181 - $221
|
1
$272
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3- 0.03% |
$543 - $664
|
11K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4- 0.24% |
$724 - $885
|
1.7K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-5- 0.26% |
$905 - $1.11K
|
1.94K
$529K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5- 0.1% |
$905 - $1.11K
|
5.08K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5- 0.07% |
$905 - $1.11K
|
7.19K
$1.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.25% |
$1.27K - $1.55K
|
2.79K
$759K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.14% |
$1.45K - $1.77K
|
5.72K
$1.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.37% |
$1.81K - $2.21K
|
2.71K
$737K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 6.25% |
$2.53K - $3.1K
|
210
$57.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 0.18% |
$2.71K - $3.32K
|
8.53K
$2.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-16- 0.46% |
$2.89K - $3.54K
|
3.48K
$947K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-18- 9.28% |
$3.26K - $3.98K
|
176
$47.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$3.26K - $3.98K
|
4.29K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-18- 0.54% |
$3.26K - $3.98K
|
3.33K
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21- 1.62% |
$3.8K - $4.65K
|
1.27K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-22- 0.96% |
$3.98K - $4.87K
|
2.28K
$620K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.2% |
$4.52K - $5.53K
|
12.2K
$3.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-28- 4.41% |
$5.07K - $6.19K
|
607
$165K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-28- 0.46% |
$5.07K - $6.19K
|
6.1K
$1.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-30- 1.02% |
$5.43K - $6.64K
|
2.91K
$791K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-33- 1.48% |
$5.97K - $7.3K
|
2.2K
$599K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-35- 3.09% |
$6.33K - $7.74K
|
1.1K
$299K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-35- 1.63% |
$6.33K - $7.74K
|
2.11K
$574K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 14.83% |
$6.33K - $7.74K
|
201
$54.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36- 1.52% |
$6.51K - $7.96K
|
2.33K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 2.13% |
$6.69K - $8.18K
|
1.7K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-41- 1.19% |
$7.42K - $9.07K
|
3.4K
$925K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-41- 0.41% |
$7.42K - $9.07K
|
9.92K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-43- 66.15% |
$7.78K - $9.51K
|
22
$5.99K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-44- 3.69% |
$7.96K - $9.73K
|
1.15K
$313K
|