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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.68KNew |
$298K - $342K
|
1.68K
$429K
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.21KNew |
$215K - $246K
|
1.21K
$308K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$205K - $235K
|
1.16K
$295K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$283K
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.11KNew |
$197K - $226K
|
1.11K
$283K
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.11KNew |
$196K - $225K
|
1.11K
$282K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.03KNew |
$182K - $209K
|
1.03K
$262K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
954New |
$169K - $194K
|
954
$243K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
615New |
$109K - $125K
|
615
$157K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
415New |
$73.6K - $84.5K
|
415
$106K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
231New |
$41K - $47K
|
231
$58.9K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
218+ 11.97% |
$38.7K - $44.4K
|
2.04K
$520K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210New |
$37.3K - $42.8K
|
210
$53.5K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
177+ 5.65% |
$31.4K - $36K
|
3.31K
$843K
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
100New |
$17.7K - $20.4K
|
100
$25.5K
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
99New |
$17.6K - $20.2K
|
99
$25.2K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
93New |
$16.5K - $18.9K
|
93
$23.7K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
57New |
$10.1K - $11.6K
|
57
$14.5K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
45New |
$7.98K - $9.16K
|
45
$11.5K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
45+ 0.43% |
$7.98K - $9.16K
|
10.5K
$2.68M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29New |
$5.15K - $5.9K
|
29
$7.39K
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
27+ 90.0% |
$4.79K - $5.5K
|
57
$14.5K
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
26New |
$4.61K - $5.29K
|
26
$6.62K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10New |
$1.77K - $2.04K
|
10
$2.55K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5New |
$887 - $1.02K
|
5
$1.27K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.57% |
$177 - $204
|
176
$44.8K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$177 - $204
|
1
$255
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.1KNew |
$9.64M - $11.3M
|
58.1K
$14.8M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
11.7KNew |
$1.94M - $2.26M
|
11.7K
$2.97M
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.76KNew |
$1.29M - $1.5M
|
7.76K
$1.98M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$580K - $678K
|
3.5K
$891K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$543K - $634K
|
3.27K
$834K
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
2.26KNew |
$375K - $438K
|
2.26K
$576K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.11KNew |
$350K - $409K
|
2.11K
$537K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.02KNew |
$334K - $391K
|
2.02K
$513K
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.01KNew |
$333K - $389K
|
2.01K
$511K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
1.86KNew |
$308K - $361K
|
1.86K
$474K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.86KNew |
$308K - $361K
|
1.86K
$474K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.66KNew |
$274K - $321K
|
1.66K
$422K
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.63KNew |
$270K - $316K
|
1.63K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1.21KNew |
$201K - $235K
|
1.21K
$309K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$285K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$285K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
901New |
$149K - $175K
|
901
$230K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
800New |
$133K - $155K
|
800
$204K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
630+ 10.79% |
$104K - $122K
|
6.47K
$1.65M
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
589New |
$97.7K - $114K
|
589
$150K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
500New |
$82.9K - $96.9K
|
500
$127K
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
488+ 15.7% |
$80.9K - $94.6K
|
3.6K
$916K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
471New |
$78.1K - $91.3K
|
471
$120K
|