Latest Institutional Transactions on Vanguard Mid Cap Growth Index (VOT)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap Growth Index (VOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-135- 23.0% |
$28.6K - $31.8K
|
452
$116K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 0.55% |
$8.91K - $9.9K
|
7.65K
$1.97M
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.64KNew |
$773K - $859K
|
3.64K
$937K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$212 - $236
|
2.12K
$545K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-212- 10.22% |
$45K - $50K
|
1.86K
$479K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
44New |
$9.34K - $10.4K
|
44
$11.3K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13New |
$2.76K - $3.07K
|
13
$3.35K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
33+ 37.08% |
$7K - $7.78K
|
122
$31.4K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-180- 10.75% |
$38.2K - $42.4K
|
1.49K
$384K
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
947New |
$201K - $223K
|
947
$244K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
105+ 9.56% |
$22.3K - $24.8K
|
1.2K
$310K
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
62+ 2.96% |
$13.2K - $14.6K
|
2.16K
$555K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.2KNew |
$1.32M - $1.46M
|
6.2K
$1.6M
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
900New |
$191K - $212K
|
900
$232K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24- 1.32% |
$5.09K - $5.66K
|
1.79K
$461K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
230New |
$48.8K - $54.2K
|
230
$59.2K
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.14KNew |
$455K - $506K
|
2.14K
$552K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.98K+ 100.25% |
$844K - $938K
|
7.94K
$2.04M
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.11% |
$212 - $236
|
917
$236K
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
856New |
$182K - $202K
|
856
$220K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.77KNew |
$1.86M - $2.07M
|
8.77K
$2.26M
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-121- 2.54% |
$25.7K - $28.5K
|
4.65K
$1.2M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5New |
$1.06K - $1.18K
|
5
$1.29K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$558K - $620K
|
2.63K
$676K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
45+ 4.95% |
$9.55K - $10.6K
|
955
$246K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150New |
$31.8K - $35.4K
|
150
$38.6K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
950New |
$202K - $224K
|
950
$244K
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
987New |
$209K - $233K
|
987
$254K
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
885New |
$188K - $209K
|
885
$228K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
80New |
$17K - $18.9K
|
80
$20.6K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 1.77% |
$5.31K - $5.89K
|
1.39K
$357K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
890New |
$189K - $210K
|
890
$229K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
222New |
$47.1K - $52.3K
|
222
$57.1K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
95New |
$20.2K - $22.4K
|
95
$24.4K
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
76.8KNew |
$16.3M - $18.1M
|
76.8K
$19.8M
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
900New |
$191K - $212K
|
900
$232K
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
14KNew |
$2.97M - $3.3M
|
14K
$3.6M
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
143+ 3.23% |
$30.3K - $33.7K
|
4.58K
$1.18M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
300New |
$63.7K - $70.7K
|
300
$77.2K
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
19New |
$4.03K - $4.48K
|
19
$4.89K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
176+ 18.99% |
$37.3K - $41.5K
|
1.1K
$284K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.08% |
$637 - $707
|
3.63K
$933K
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-30- 68.18% |
$6.37K - $7.07K
|
14
$3.6K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 166.7% |
$327K - $364K
|
2.47K
$635K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.98% |
$2.12K - $2.36K
|
1.01K
$260K
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-339- 25.3% |
$71.9K - $79.9K
|
1K
$258K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
434+ 246.59% |
$92.1K - $102K
|
610
$157K
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-1.58K- 2.63% |
$336K - $373K
|
58.5K
$15M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
122New |
$25.9K - $28.8K
|
122
$31.4K
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.97KNew |
$418K - $464K
|
1.97K
$507K
|