Latest Institutional Purchases of Vanguard Mid Cap Growth Index (VOT)
This list provides information on the latest institutional transactions involving Vanguard Mid Cap Growth Index (VOT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
981+ 28.29% |
$214K - $239K
|
4.45K
$1.26M
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
854New |
$186K - $208K
|
854
$241K
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
841New |
$183K - $205K
|
841
$238K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
793New |
$173K - $193K
|
793
$224K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
505+ 35.27% |
$110K - $123K
|
1.94K
$548K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
432+ 4.79% |
$94.2K - $105K
|
9.46K
$2.67M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
408New |
$89K - $99.3K
|
408
$115K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
319+ 5.37% |
$69.6K - $77.7K
|
6.26K
$1.77M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
293New |
$63.9K - $71.3K
|
293
$82.8K
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
292New |
$63.7K - $71.1K
|
292
$82.6K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
277New |
$60.4K - $67.4K
|
277
$78.3K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
255+ 29.18% |
$55.6K - $62.1K
|
1.13K
$319K
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
244+ 10.98% |
$53.2K - $59.4K
|
2.47K
$698K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
172+ 35.76% |
$37.5K - $41.9K
|
653
$185K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
153+ 212.5% |
$33.4K - $37.3K
|
225
$63.6K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
151New |
$32.9K - $36.8K
|
151
$42.7K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
144+ 115.2% |
$31.4K - $35.1K
|
269
$76.1K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
127New |
$27.7K - $30.9K
|
127
$35.9K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
109+ 1.48% |
$23.8K - $26.5K
|
7.46K
$2.11M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
105New |
$22.9K - $25.6K
|
105
$29.7K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
93New |
$20.3K - $22.6K
|
93
$26.3K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
73New |
$15.9K - $17.8K
|
73
$20.6K
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
56+ 2.31% |
$12.2K - $13.6K
|
2.48K
$702K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
54New |
$11.8K - $13.1K
|
54
$15.3K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
21New |
$4.58K - $5.11K
|
21
$5.94K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
10+ 0.63% |
$2.18K - $2.43K
|
1.59K
$450K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10New |
$2.18K - $2.43K
|
10
$2.83K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
9+ 0.55% |
$1.96K - $2.19K
|
1.63K
$461K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
9New |
$1.96K - $2.19K
|
9
$2.54K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6+ 0.29% |
$1.31K - $1.46K
|
2.1K
$593K
|
|
Oct 16, 2024
Q3 2024
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
6+ 0.37% |
$1.31K - $1.46K
|
1.63K
$459K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 5.56% |
$654 - $730
|
57
$16.1K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$436 - $487
|
1.16K
$327K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$436 - $487
|
2
$566
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 0.37% |
$436 - $487
|
540
$153K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.85% |
$218 - $243
|
118
$33.4K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
5.49K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
6.44K
$1.82M
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1New |
$218 - $243
|
1
$283
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
2.19K
$620K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$218 - $243
|
1.45K
$411K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.64% |
$218 - $243
|
158
$44.7K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Adventist Health System
Roseville, CA |
BUY
|
- |
131KNew |
$28.7M - $30.8M
|
131K
$37.1M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.08K+ 45.06% |
$454K - $488K
|
6.69K
$1.89M
|
|
Jul 29, 2024
Q2 2024
|
F
|
BUY
|
- |
2.06KNew |
$451K - $485K
|
2.06K
$583K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.45KNew |
$317K - $341K
|
1.45K
$410K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.41KNew |
$308K - $331K
|
1.41K
$398K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.22KNew |
$266K - $286K
|
1.22K
$344K
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.18KNew |
$257K - $277K
|
1.18K
$333K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.14K+ 1.5% |
$250K - $269K
|
77.5K
$21.9M
|