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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
819New |
$198K - $225K
|
819
$239K
|
|
Q3 2024 | |||||||
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.85% |
$218 - $243
|
118
$34.4K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
5.49K
$1.6M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-533- 33.59% |
$116K - $130K
|
1.05K
$307K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1Closed |
$218 - $243
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$218K - $243K
|
1K
$291K
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.57K- 82.42% |
$1.22M - $1.36M
|
1.19K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
28.1KNew |
$6.12M - $6.83M
|
28.1K
$8.18M
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$218K - $243K
|
1K
$291K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
127New |
$27.7K - $30.9K
|
127
$37K
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.14K+ 6.12% |
$686K - $765K
|
54.5K
$15.9M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7- 0.01% |
$1.53K - $1.7K
|
47.3K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
432+ 4.79% |
$94.2K - $105K
|
9.46K
$2.76M
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-367- 25.9% |
$80K - $89.4K
|
1.05K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.6KNew |
$4.28M - $4.78M
|
19.6K
$5.72M
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
505+ 35.27% |
$110K - $123K
|
1.94K
$565K
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-339- 22.13% |
$73.9K - $82.5K
|
1.19K
$348K
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
2.66KNew |
$579K - $647K
|
2.66K
$774K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
292New |
$63.7K - $71.1K
|
292
$85.1K
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-307- 24.33% |
$66.9K - $74.7K
|
955
$278K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
109+ 1.48% |
$23.8K - $26.5K
|
7.46K
$2.17M
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-140- 17.59% |
$30.5K - $34.1K
|
656
$191K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
21New |
$4.58K - $5.11K
|
21
$6.12K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
105New |
$22.9K - $25.6K
|
105
$30.6K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
93New |
$20.3K - $22.6K
|
93
$27.1K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.29KNew |
$281K - $314K
|
1.29K
$375K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
255+ 29.18% |
$55.6K - $62.1K
|
1.13K
$329K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1New |
$218 - $243
|
1
$291
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-30- 7.13% |
$6.54K - $7.3K
|
391
$114K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
408New |
$89K - $99.3K
|
408
$119K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-47- 0.63% |
$10.2K - $11.4K
|
7.4K
$2.16M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
319+ 5.37% |
$69.6K - $77.7K
|
6.26K
$1.83M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.48K+ 71.35% |
$2.07M - $2.31M
|
22.8K
$6.64M
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
841New |
$183K - $205K
|
841
$245K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
153+ 212.5% |
$33.4K - $37.3K
|
225
$65.6K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-71- 5.84% |
$15.5K - $17.3K
|
1.15K
$334K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-10- 2.7% |
$2.18K - $2.43K
|
360
$105K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 0.55% |
$1.96K - $2.19K
|
1.63K
$475K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-22- 62.86% |
$4.8K - $5.36K
|
13
$3.79K
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
5.94K+ 3.36% |
$1.29M - $1.45M
|
183K
$53.3M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.62K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$218 - $243
|
1.45K
$423K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.64% |
$218 - $243
|
158
$46.1K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 5.56% |
$654 - $730
|
57
$16.6K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
144+ 115.2% |
$31.4K - $35.1K
|
269
$78.4K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
151New |
$32.9K - $36.8K
|
151
$44K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
54New |
$11.8K - $13.1K
|
54
$15.7K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3K+ 3.49% |
$655K - $731K
|
89K
$25.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.7K+ 17.51% |
$6.9M - $7.71M
|
212K
$61.9M
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
854New |
$186K - $208K
|
854
$249K
|