Morningstar Investment Services LLC Vanguard Mid Cap Growth Index Transaction History

Morningstar Investment Services LLC

$9.8 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$218.75 - $234.97 $266,000 - $285,723	1,216 New	1,216 $280,000
Q2 2022 Aug 12, 2022	SELL	$167.96 - $227.2 $655,547 - $886,761	-3,903 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$199.76 - $251.37 $1.03 Million - $1.29 Million	-5,151 Reduced 56.89%	3,903 $884,000
Q4 2021 Feb 01, 2022	BUY	$234.3 - $265.79 $697,042 - $790,725	2,975 Added 48.94%	9,054 $2.31 Million
Q3 2021 Nov 12, 2021	SELL	$230.42 - $251.05 $1.37 Million - $1.5 Million	-5,958 Reduced 49.5%	6,079 $1.44 Million
Q2 2021 Aug 12, 2021	SELL	$210.91 - $237.31 $28.2 Million - $31.7 Million	-133,652 Reduced 91.74%	12,037 $2.86 Million
Q1 2021 May 11, 2021	SELL	$204.75 - $230.34 $6.15 Million - $6.92 Million	-30,026 Reduced 17.09%	145,689 $30.8 Million
Q4 2020 Feb 11, 2021	SELL	$178.76 - $215.29 $3.2 Million - $3.85 Million	-17,888 Reduced 9.24%	175,715 $37.3 Million
Q3 2020 Nov 10, 2020	BUY	$166.29 - $188.98 $4.86 Million - $5.52 Million	29,225 Added 17.78%	193,603 $34.7 Million
Q2 2020 Jul 30, 2020	BUY	$120.77 - $169.89 $1.32 Million - $1.86 Million	10,934 Added 7.13%	164,378 $26.7 Million
Q1 2020 May 04, 2020	SELL	$108.51 - $170.49 $10.1 Million - $15.9 Million	-93,067 Reduced 37.75%	153,444 $19.8 Million
Q4 2019 Feb 10, 2020	SELL	$144.1 - $159.03 $2.9 Million - $3.2 Million	-20,104 Reduced 7.54%	246,511 $39.1 Million
Q3 2019 Nov 12, 2019	BUY	$147.12 - $150.91 $3.13 Million - $3.21 Million	21,299 Added 8.68%	266,615 $39.5 Million
Q2 2019 Aug 13, 2019	BUY	N/A	44,584 Added 22.21%	245,316 $36.6 Million
Q1 2019 May 13, 2019	SELL	N/A	-43,211 Reduced 17.71%	200,732 $28.7 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-10,777 Reduced 4.23%	243,943 $29.2 Million
Q3 2018 Nov 08, 2018	BUY	N/A	54,918 Added 27.49%	254,720 $36.3 Million
Q2 2018 Aug 03, 2018	BUY	N/A	53,946 Added 36.99%	199,802 $26.9 Million
Q1 2018 May 10, 2018	SELL	N/A	-91,120 Reduced 38.45%	145,856 $18.9 Million
Q4 2017 Feb 08, 2018	BUY	N/A	15,560 Added 7.03%	236,976 $30.3 Million
Q3 2017 Nov 09, 2017	BUY	N/A	221,416	221,416 $27 Million

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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