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 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$2.3K - $2.51K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.76KClosed |
$404K - $441K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.03KClosed |
$237K - $258K
|
0
$0
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-173K- 99.53% |
$36.6M - $41.2M
|
812
$209K
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-239Closed |
$50.4K - $56.7K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-7.76KClosed |
$1.64M - $1.84M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.63KClosed |
$554K - $624K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
26+ 1.57% |
$5.48K - $6.17K
|
1.68K
$432K
|
|
Aug 16, 2021
Q2 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-3.1KClosed |
$654K - $736K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.13KClosed |
$238K - $268K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-75Closed |
$15.8K - $17.8K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8Closed |
$1.69K - $1.9K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-70Closed |
$14.8K - $16.6K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Platform Technology Partners
|
SELL
|
- |
-956Closed |
$202K - $227K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$31.6K - $35.6K
|
150
$38.6K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-86Closed |
$18.1K - $20.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-9Closed |
$1.9K - $2.14K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
SELL
|
- |
-967Closed |
$204K - $229K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-440Closed |
$92.8K - $104K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-28Closed |
$5.91K - $6.64K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.17KNew |
$458K - $515K
|
2.17K
$559K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-341Closed |
$71.9K - $80.9K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-150Closed |
$31.6K - $35.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-5.26KClosed |
$1.11M - $1.25M
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
309+ 99.04% |
$63.3K - $71.2K
|
621
$160K
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-312Closed |
$63.9K - $71.9K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-312Closed |
$63.9K - $71.9K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-73Closed |
$14.9K - $16.8K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-385- 24.4% |
$78.8K - $88.7K
|
1.19K
$307K
|
|
May 10, 2021
Q1 2021
|
Friedenthal Financial
|
SELL
|
- |
-1.84KClosed |
$377K - $424K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-30Closed |
$6.14K - $6.91K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-28Closed |
$5.73K - $6.45K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.1KClosed |
$224K - $252K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-38Closed |
$7.78K - $8.75K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Next Capital Management LLC
|
BUY
|
- |
355+ 4.95% |
$72.7K - $81.8K
|
7.53K
$1.94M
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27Closed |
$5.53K - $6.22K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-170Closed |
$34.8K - $39.2K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-232Closed |
$47.5K - $53.4K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-82Closed |
$16.8K - $18.9K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-200- 95.24% |
$41K - $46.1K
|
10
$2.57K
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40+ 12.12% |
$8.19K - $9.21K
|
370
$95.2K
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-57Closed |
$11.7K - $13.1K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-484Closed |
$99.1K - $111K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-26.7KClosed |
$4.77M - $5.74M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-16.5KClosed |
$2.96M - $3.56M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.41KClosed |
$1.15M - $1.38M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Lvz, Inc.
|
SELL
|
- |
-1.32KClosed |
$235K - $283K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.13KNew |
$201K - $242K
|
1.13K
$290K
|
|
Feb 03, 2021
Q4 2020
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-648- 16.47% |
$116K - $140K
|
3.29K
$846K
|
|
Q3 2020 | |||||||
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.27KNew |
$211K - $240K
|
1.27K
$327K
|