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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-365- 12.9% |
$77.5K - $86.1K
|
2.47K
$625K
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-344- 6.77% |
$73K - $81.1K
|
4.74K
$1.2M
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-339- 25.3% |
$71.9K - $79.9K
|
1K
$254K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-276- 23.25% |
$58.6K - $65.1K
|
911
$231K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-212- 10.22% |
$45K - $50K
|
1.86K
$473K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-180- 10.75% |
$38.2K - $42.4K
|
1.49K
$379K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-135- 23.0% |
$28.6K - $31.8K
|
452
$115K
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-121- 2.54% |
$25.7K - $28.5K
|
4.65K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-98- 5.6% |
$20.8K - $23.1K
|
1.65K
$419K
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-67- 16.92% |
$14.2K - $15.8K
|
329
$83.5K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-42- 0.55% |
$8.91K - $9.9K
|
7.65K
$1.94M
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-30- 68.18% |
$6.37K - $7.07K
|
14
$3.55K
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-25- 1.23% |
$5.31K - $5.89K
|
2.01K
$511K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-25- 1.77% |
$5.31K - $5.89K
|
1.39K
$352K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-24- 1.32% |
$5.09K - $5.66K
|
1.79K
$455K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-18- 4.32% |
$3.82K - $4.24K
|
399
$101K
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.98% |
$2.12K - $2.36K
|
1.01K
$256K
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-6- 0.04% |
$1.27K - $1.41K
|
15K
$3.8M
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$212 - $236
|
2.12K
$537K
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1- 0.11% |
$212 - $236
|
917
$233K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-685- 97.72% |
$124K - $152K
|
16
$4.06K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-548- 6.33% |
$99.1K - $121K
|
8.11K
$2.06M
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-546- 7.98% |
$98.8K - $121K
|
6.3K
$1.6M
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-478- 9.29% |
$86.5K - $106K
|
4.67K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-390- 14.72% |
$70.6K - $86.3K
|
2.26K
$573K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-348- 6.63% |
$63K - $77K
|
4.9K
$1.24M
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-320- 30.05% |
$57.9K - $70.8K
|
745
$189K
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 16.67% |
$54.3K - $66.4K
|
1.5K
$381K
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-185- 6.6% |
$33.5K - $40.9K
|
2.62K
$665K
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-167- 4.37% |
$30.2K - $36.9K
|
3.66K
$928K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-163- 8.31% |
$29.5K - $36.1K
|
1.8K
$456K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-150- 29.82% |
$27.1K - $33.2K
|
353
$89.6K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-105- 63.64% |
$19K - $23.2K
|
60
$15.2K
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-64- 4.25% |
$11.6K - $14.2K
|
1.44K
$366K
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-56- 1.4% |
$10.1K - $12.4K
|
3.96K
$1M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 14.83% |
$6.33K - $7.74K
|
201
$51K
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-35- 1.63% |
$6.33K - $7.74K
|
2.11K
$534K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21- 1.62% |
$3.8K - $4.65K
|
1.27K
$323K
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-14- 6.25% |
$2.53K - $3.1K
|
210
$53.3K
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.37% |
$1.81K - $2.21K
|
2.71K
$687K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-161KClosed |
$31M - $34.5M
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.1K- 10.87% |
$2.31M - $2.58M
|
98.8K
$25.1M
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.48K- 66.67% |
$667K - $744K
|
1.74K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.78K- 12.14% |
$533K - $595K
|
20.1K
$5.11M
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-716- 3.28% |
$137K - $153K
|
21.1K
$5.36M
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 9.35% |
$115K - $128K
|
5.82K
$1.48M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-289- 6.65% |
$55.4K - $61.8K
|
4.06K
$1.03M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-178- 13.85% |
$34.1K - $38.1K
|
1.11K
$281K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-175- 19.77% |
$33.5K - $37.4K
|
710
$180K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-156- 14.79% |
$29.9K - $33.4K
|
899
$228K
|