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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
37.6K+ 4.18% |
$7M - $7.74M
|
938K
$241M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.19K- 24.42% |
$221K - $244K
|
3.67K
$944K
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.83KNew |
$527K - $583K
|
2.83K
$729K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-72- 67.29% |
$13.4K - $14.8K
|
35
$9.01K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-293Closed |
$54.6K - $60.3K
|
0
$0
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
16New |
$2.98K - $3.29K
|
16
$4.12K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.01KNew |
$189K - $209K
|
1.01K
$261K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.14K- 9.53% |
$212K - $234K
|
10.8K
$2.78M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-423- 6.48% |
$78.8K - $87K
|
6.1K
$1.57M
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1KNew |
$187K - $206K
|
1K
$258K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
68.4KNew |
$12.7M - $14.1M
|
68.4K
$17.6M
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1+ 4.0% |
$186 - $206
|
26
$6.69K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105New |
$19.6K - $21.6K
|
105
$27K
|
|
Q1 2023 | |||||||
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4.84KClosed |
$858K - $985K
|
0
$0
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3.34K+ 15.19% |
$593K - $680K
|
25.3K
$6.52M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.22K- 32.44% |
$216K - $247K
|
2.53K
$651K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29New |
$5.15K - $5.9K
|
29
$7.46K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
954New |
$169K - $194K
|
954
$246K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
45New |
$7.98K - $9.16K
|
45
$11.6K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$286K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
415New |
$73.6K - $84.5K
|
415
$107K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$182K - $209K
|
1.03K
$265K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$887 - $1.02K
|
5
$1.29K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
45+ 0.43% |
$7.98K - $9.16K
|
10.5K
$2.71M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4K+ 51.69% |
$710K - $815K
|
11.7K
$3.02M
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$286K
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.82K- 92.88% |
$678K - $778K
|
293
$75.4K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
218+ 11.97% |
$38.7K - $44.4K
|
2.04K
$525K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.68KNew |
$298K - $342K
|
1.68K
$433K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.21KNew |
$215K - $246K
|
1.21K
$311K
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
27+ 90.0% |
$4.79K - $5.5K
|
57
$14.7K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$177 - $204
|
176
$45.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210New |
$37.3K - $42.8K
|
210
$54K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
93New |
$16.5K - $18.9K
|
93
$23.9K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 57.35% |
$272K - $312K
|
1.14K
$293K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$17.7K - $20.4K
|
100
$25.7K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
615New |
$109K - $125K
|
615
$158K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 67.63% |
$248K - $285K
|
670
$172K
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.11KNew |
$196K - $225K
|
1.11K
$284K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 62.86% |
$535K - $614K
|
1.78K
$458K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
99New |
$17.6K - $20.2K
|
99
$25.5K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.48K+ 284.82% |
$795K - $913K
|
6.06K
$1.56M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10New |
$1.77K - $2.04K
|
10
$2.57K
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.21K- 83.42% |
$924K - $1.06M
|
1.04K
$266K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
231New |
$41K - $47K
|
231
$59.5K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.77KNew |
$314K - $360K
|
1.77K
$455K
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-487- 5.37% |
$86.4K - $99.2K
|
8.58K
$2.21M
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 2.52% |
$5.32K - $6.11K
|
1.16K
$299K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.09K+ 17.37% |
$726K - $834K
|
27.7K
$7.12M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-715- 50.11% |
$127K - $146K
|
712
$183K
|