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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-61- 1.64% |
$11.7K - $13K
|
3.65K
$1.06M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4+ 0.14% |
$767 - $856
|
2.8K
$817K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
100+ 1.27% |
$19.2K - $21.4K
|
7.99K
$2.33M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-22- 1.38% |
$4.22K - $4.71K
|
1.57K
$457K
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
399+ 40.26% |
$76.5K - $85.4K
|
1.39K
$405K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
800New |
$153K - $171K
|
800
$233K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-156- 14.79% |
$29.9K - $33.4K
|
899
$262K
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
12+ 1.0% |
$2.3K - $2.57K
|
1.21K
$353K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
224New |
$42.9K - $47.9K
|
224
$65.3K
|
|
Q2 2023 | |||||||
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
98New |
$18.2K - $20.2K
|
98
$28.6K
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
2+ 0.39% |
$372 - $412
|
510
$149K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 12.15% |
$6.52K - $7.2K
|
253
$73.7K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
645+ 5.4% |
$120K - $133K
|
12.6K
$3.67M
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$2.98K - $3.29K
|
16
$4.66K
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
30KNew |
$5.59M - $6.17M
|
30K
$8.75M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
36.1KNew |
$6.73M - $7.43M
|
36.1K
$10.5M
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-13- 0.66% |
$2.42K - $2.68K
|
1.96K
$572K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$186 - $206
|
2.2K
$642K
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-417- 29.83% |
$77.7K - $85.8K
|
981
$286K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
57New |
$10.6K - $11.7K
|
57
$16.6K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
38New |
$7.08K - $7.82K
|
38
$11.1K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.6% |
$186 - $206
|
166
$48.4K
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
9.21KNew |
$1.72M - $1.9M
|
9.21K
$2.69M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
551New |
$103K - $113K
|
551
$161K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
37.6K+ 4.18% |
$7M - $7.74M
|
938K
$273M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.19K- 24.42% |
$221K - $244K
|
3.67K
$1.07M
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-72- 67.29% |
$13.4K - $14.8K
|
35
$10.2K
|
|
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
$4.66K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.01KNew |
$189K - $209K
|
1.01K
$296K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-423- 6.48% |
$78.8K - $87K
|
6.1K
$1.78M
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1KNew |
$187K - $206K
|
1K
$292K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
68.4KNew |
$12.7M - $14.1M
|
68.4K
$19.9M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105New |
$19.6K - $21.6K
|
105
$30.6K
|
|
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
$7.38M
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.22K- 32.44% |
$216K - $247K
|
2.53K
$737K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
954New |
$169K - $194K
|
954
$278K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
45New |
$7.98K - $9.16K
|
45
$13.1K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$324K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$182K - $209K
|
1.03K
$300K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$887 - $1.02K
|
5
$1.46K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
45+ 0.43% |
$7.98K - $9.16K
|
10.5K
$3.07M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
218+ 11.97% |
$38.7K - $44.4K
|
2.04K
$594K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.21KNew |
$215K - $246K
|
1.21K
$353K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$177 - $204
|
176
$51.3K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210New |
$37.3K - $42.8K
|
210
$61.2K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
93New |
$16.5K - $18.9K
|
93
$27.1K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 57.35% |
$272K - $312K
|
1.14K
$332K
|