Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-147- 39.1% |
$27.4K - $30.2K
|
229
$64.7K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-72- 67.29% |
$13.4K - $14.8K
|
35
$9.9K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-58- 38.41% |
$10.8K - $11.9K
|
93
$26.3K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 12.15% |
$6.52K - $7.2K
|
253
$71.5K
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 31.96% |
$5.77K - $6.38K
|
66
$18.7K
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-13- 0.66% |
$2.42K - $2.68K
|
1.96K
$555K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.6% |
$186 - $206
|
166
$46.9K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.21K- 83.42% |
$924K - $1.06M
|
1.04K
$293K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4.84KClosed |
$858K - $985K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 62.86% |
$535K - $614K
|
1.78K
$504K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 57.35% |
$272K - $312K
|
1.14K
$322K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 67.63% |
$248K - $285K
|
670
$189K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.22K- 32.44% |
$216K - $247K
|
2.53K
$715K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-715- 50.11% |
$127K - $146K
|
712
$201K
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-487- 5.37% |
$86.4K - $99.2K
|
8.58K
$2.42M
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-305- 13.35% |
$54.1K - $62.1K
|
1.98K
$560K
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-154- 7.97% |
$27.3K - $31.4K
|
1.78K
$503K
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 2.52% |
$5.32K - $6.11K
|
1.16K
$328K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21- 4.18% |
$3.73K - $4.28K
|
481
$136K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 1.88% |
$3.55K - $4.07K
|
1.05K
$296K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17- 0.93% |
$3.02K - $3.46K
|
1.81K
$510K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 2.92% |
$887 - $1.02K
|
166
$46.9K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.6% |
$177 - $204
|
165
$46.7K
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.2K- 13.67% |
$2.19M - $2.56M
|
83.6K
$23.6M
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-685- 57.42% |
$114K - $133K
|
508
$144K
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-520- 26.45% |
$86.2K - $101K
|
1.45K
$409K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-186- 3.84% |
$30.8K - $36.1K
|
4.66K
$1.32M
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-119- 78.81% |
$19.7K - $23.1K
|
32
$9.05K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-104- 30.77% |
$17.2K - $20.2K
|
234
$66.2K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-70- 9.83% |
$11.6K - $13.6K
|
642
$182K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-62- 1.15% |
$10.3K - $12K
|
5.33K
$1.51M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 0.58% |
$6.63K - $7.75K
|
6.8K
$1.92M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.7% |
$3.98K - $4.65K
|
487
$138K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-15- 0.63% |
$2.49K - $2.91K
|
2.35K
$665K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-118K- 95.57% |
$20M - $24.5M
|
5.44K
$1.54M
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22.3K- 99.7% |
$3.8M - $4.66M
|
68
$19.2K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.55KClosed |
$434K - $532K
|
0
$0
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.27KClosed |
$386K - $474K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.81K- 21.73% |
$308K - $378K
|
6.52K
$1.84M
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
SELL
|
- |
-826- 26.11% |
$141K - $172K
|
2.34K
$661K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-775- 12.14% |
$132K - $162K
|
5.61K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250- 60.24% |
$42.5K - $52.2K
|
165
$46.7K
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-230- 14.11% |
$39.1K - $48K
|
1.4K
$396K
|
|
Oct 20, 2022
Q3 2022
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-230- 50.44% |
$39.1K - $48K
|
226
$63.9K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-130- 8.39% |
$22.1K - $27.1K
|
1.42K
$402K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70Closed |
$11.9K - $14.6K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-31- 25.62% |
$5.27K - $6.47K
|
90
$25.4K
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 1.09% |
$2.55K - $3.13K
|
1.36K
$383K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-147KClosed |
$24.6M - $33.3M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-70.9K- 85.03% |
$11.9M - $16.1M
|
12.5K
$3.53M
|