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 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
350+ 261.19% |
$58K - $67.8K
|
484
$137K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
901New |
$149K - $175K
|
901
$255K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5New |
$829 - $969
|
5
$1.41K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
630+ 10.79% |
$104K - $122K
|
6.47K
$1.83M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
186New |
$30.8K - $36.1K
|
186
$52.6K
|
|
Q3 2022 | |||||||
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.27KClosed |
$386K - $474K
|
0
$0
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70Closed |
$11.9K - $14.6K
|
0
$0
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22.3K- 99.7% |
$3.8M - $4.66M
|
68
$19.2K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
907+ 6.72% |
$154K - $189K
|
14.4K
$4.07M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$136K - $167K
|
800
$226K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.5KNew |
$425K - $521K
|
2.5K
$706K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.55KClosed |
$434K - $532K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.63K+ 141.15% |
$277K - $339K
|
2.78K
$785K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.2K+ 754.32% |
$3.27M - $4.01M
|
21.8K
$6.15M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250- 60.24% |
$42.5K - $52.2K
|
165
$46.7K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
213New |
$36.2K - $44.5K
|
213
$60.2K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-775- 12.14% |
$132K - $162K
|
5.61K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
164New |
$27.9K - $34.2K
|
164
$46.4K
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.81K- 21.73% |
$308K - $378K
|
6.52K
$1.84M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
150New |
$25.5K - $31.3K
|
150
$42.4K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-130- 8.39% |
$22.1K - $27.1K
|
1.42K
$402K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
25KNew |
$4.25M - $5.22M
|
25K
$7.07M
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 1.09% |
$2.55K - $3.13K
|
1.36K
$383K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-118K- 95.57% |
$20M - $24.5M
|
5.44K
$1.54M
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-230- 14.11% |
$39.1K - $48K
|
1.4K
$396K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
219New |
$37.3K - $45.7K
|
219
$61.9K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
55New |
$9.36K - $11.5K
|
55
$15.6K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.46% |
$170 - $209
|
218
$61.6K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
1.73KNew |
$294K - $361K
|
1.73K
$489K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
203New |
$34.5K - $42.4K
|
203
$57.4K
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-31- 25.62% |
$5.27K - $6.47K
|
90
$25.4K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
10+ 0.22% |
$1.7K - $2.09K
|
4.57K
$1.29M
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
302+ 974.19% |
$51.4K - $63K
|
333
$94.2K
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
1.38KNew |
$235K - $288K
|
1.38K
$390K
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-230- 50.44% |
$39.1K - $48K
|
226
$63.9K
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
2.26KNew |
$384K - $471K
|
2.26K
$638K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
117+ 1.63% |
$19.9K - $24.4K
|
7.31K
$2.07M
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-826- 26.11% |
$141K - $172K
|
2.34K
$661K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3Closed |
$504 - $682
|
0
$0
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27KClosed |
$213K - $289K
|
0
$0
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19New |
$3.19K - $4.32K
|
19
$5.37K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-37- 5.77% |
$6.21K - $8.41K
|
604
$171K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-193Closed |
$32.4K - $43.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.02KClosed |
$171K - $231K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-421- 9.89% |
$70.7K - $95.7K
|
3.84K
$1.08M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.09KClosed |
$183K - $248K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-265Closed |
$44.5K - $60.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.05KClosed |
$177K - $239K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
12.5KNew |
$2.11M - $2.85M
|
12.5K
$3.55M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.37KNew |
$398K - $538K
|
2.37K
$670K
|