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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-35- 1.63% |
$6.33K - $7.74K
|
2.11K
$542K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62New |
$11.2K - $13.7K
|
62
$16K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.31KNew |
$418K - $511K
|
2.31K
$594K
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$205K - $251K
|
1.14K
$292K
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 16.67% |
$54.3K - $66.4K
|
1.5K
$386K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-548- 6.33% |
$99.1K - $121K
|
8.11K
$2.09M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$181 - $221
|
629
$162K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$905 - $1.11K
|
5
$1.29K
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12.2KNew |
$2.21M - $2.7M
|
12.2K
$3.14M
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
919New |
$166K - $203K
|
919
$237K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-105- 63.64% |
$19K - $23.2K
|
60
$15.4K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.02% |
$181 - $221
|
6.07K
$1.56M
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 6.25% |
$2.53K - $3.1K
|
210
$54K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
130+ 0.66% |
$23.5K - $28.8K
|
19.9K
$5.11M
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.17% |
$181 - $221
|
601
$155K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1+ 1.32% |
$181 - $221
|
77
$19.8K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
936New |
$169K - $207K
|
936
$241K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
57New |
$10.3K - $12.6K
|
57
$14.7K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
246New |
$44.5K - $54.4K
|
246
$63.3K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$730K - $892K
|
4.03K
$1.04M
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-478- 9.29% |
$86.5K - $106K
|
4.67K
$1.2M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 1.6% |
$7.96K - $9.73K
|
2.79K
$718K
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.37% |
$1.81K - $2.21K
|
2.71K
$697K
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-546- 7.98% |
$98.8K - $121K
|
6.3K
$1.62M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
79+ 5.23% |
$14.3K - $17.5K
|
1.59K
$409K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.57% |
$362 - $442
|
129
$33.2K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
546+ 18.13% |
$98.8K - $121K
|
3.56K
$916K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
312+ 6.05% |
$56.4K - $69K
|
5.47K
$1.41M
|
|
Q3 2023 | |||||||
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
52New |
$9.97K - $11.1K
|
52
$13.4K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
253New |
$48.5K - $54.1K
|
253
$65.1K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 4.49% |
$2.3K - $2.57K
|
279
$71.8K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-175- 19.77% |
$33.5K - $37.4K
|
710
$183K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
309New |
$59.2K - $66.1K
|
309
$79.5K
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.35% |
$3.83K - $4.28K
|
5.68K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-128- 1.64% |
$24.5K - $27.4K
|
7.68K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
280KNew |
$53.6M - $59.9M
|
280K
$72M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
837New |
$160K - $179K
|
837
$215K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.78K- 12.14% |
$533K - $595K
|
20.1K
$5.18M
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.48K- 66.67% |
$667K - $744K
|
1.74K
$448K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.34K - $1.5K
|
7
$1.8K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72- 11.52% |
$13.8K - $15.4K
|
553
$142K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 3.1% |
$4.41K - $4.92K
|
720
$185K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 8.36% |
$21.7K - $24.2K
|
1.24K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-161KClosed |
$31M - $34.5M
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-178- 13.85% |
$34.1K - $38.1K
|
1.11K
$285K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
49New |
$9.39K - $10.5K
|
49
$12.6K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50New |
$9.58K - $10.7K
|
50
$12.9K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
496New |
$95.1K - $106K
|
496
$128K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 3.41% |
$575 - $642
|
85
$21.9K
|