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 |
---|---|---|---|---|---|---|---|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 1.88% |
$3.55K - $4.07K
|
1.05K
$269K
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-154- 7.97% |
$27.3K - $31.4K
|
1.78K
$458K
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-305- 13.35% |
$54.1K - $62.1K
|
1.98K
$510K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.6% |
$177 - $204
|
165
$42.5K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
57New |
$10.1K - $11.6K
|
57
$14.7K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55KNew |
$9.75M - $11.2M
|
55K
$14.1M
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 2.92% |
$887 - $1.02K
|
166
$42.7K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
26New |
$4.61K - $5.29K
|
26
$6.69K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$177 - $204
|
1
$257
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.67KNew |
$828K - $950K
|
4.67K
$1.2M
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
177+ 5.65% |
$31.4K - $36K
|
3.31K
$851K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$205K - $235K
|
1.16K
$298K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21- 4.18% |
$3.73K - $4.28K
|
481
$124K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17- 0.93% |
$3.02K - $3.46K
|
1.81K
$465K
|
|
Q4 2022 | |||||||
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
589New |
$97.7K - $114K
|
589
$152K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.02KNew |
$334K - $391K
|
2.02K
$519K
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
93+ 21.33% |
$15.4K - $18K
|
529
$136K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.86KNew |
$308K - $361K
|
1.86K
$479K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
471New |
$78.1K - $91.3K
|
471
$121K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
85New |
$14.1K - $16.5K
|
85
$21.9K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-762- 26.33% |
$126K - $148K
|
2.13K
$549K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10New |
$1.66K - $1.94K
|
10
$2.57K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.11KNew |
$350K - $409K
|
2.11K
$543K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$166 - $194
|
2.69K
$693K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-171- 37.58% |
$28.4K - $33.1K
|
284
$73.1K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-62- 1.15% |
$10.3K - $12K
|
5.33K
$1.37M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.1KNew |
$9.64M - $11.3M
|
58.1K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
100New |
$16.6K - $19.4K
|
100
$25.7K
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
11.7KNew |
$1.94M - $2.26M
|
11.7K
$3M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
276+ 11.42% |
$45.8K - $53.5K
|
2.69K
$693K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.66KNew |
$274K - $321K
|
1.66K
$426K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-104- 30.77% |
$17.2K - $20.2K
|
234
$60.2K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$17.7K - $20.7K
|
214
$55.1K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 0.58% |
$6.63K - $7.75K
|
6.8K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1.21KNew |
$201K - $235K
|
1.21K
$312K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-119- 78.81% |
$19.7K - $23.1K
|
32
$8.24K
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.63KNew |
$270K - $316K
|
1.63K
$419K
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
396+ 28.47% |
$65.7K - $76.8K
|
1.79K
$460K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35New |
$5.8K - $6.78K
|
35
$9.01K
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
2.26KNew |
$375K - $438K
|
2.26K
$582K
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-685- 57.42% |
$114K - $133K
|
508
$131K
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.01KNew |
$333K - $389K
|
2.01K
$516K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$288K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-70- 9.83% |
$11.6K - $13.6K
|
642
$165K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
800New |
$133K - $155K
|
800
$206K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
500New |
$82.9K - $96.9K
|
500
$129K
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
488+ 15.7% |
$80.9K - $94.6K
|
3.6K
$926K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.86KNew |
$308K - $361K
|
1.86K
$479K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$288K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.76KNew |
$1.29M - $1.5M
|
7.76K
$2M
|