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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-138- 7.06% |
$26.4K - $29.5K
|
1.82K
$461K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-128- 1.64% |
$24.5K - $27.4K
|
7.68K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 8.36% |
$21.7K - $24.2K
|
1.24K
$314K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72- 11.52% |
$13.8K - $15.4K
|
553
$140K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-61- 1.64% |
$11.7K - $13K
|
3.65K
$926K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 3.1% |
$4.41K - $4.92K
|
720
$183K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-22- 1.38% |
$4.22K - $4.71K
|
1.57K
$398K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 3.41% |
$575 - $642
|
85
$21.6K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.27% |
$192 - $214
|
78
$19.8K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.19K- 24.42% |
$221K - $244K
|
3.67K
$931K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.14K- 9.53% |
$212K - $234K
|
10.8K
$2.74M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-423- 6.48% |
$78.8K - $87K
|
6.1K
$1.55M
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-417- 29.83% |
$77.7K - $85.8K
|
981
$249K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-293Closed |
$54.6K - $60.3K
|
0
$0
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-147- 39.1% |
$27.4K - $30.2K
|
229
$58.1K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-72- 67.29% |
$13.4K - $14.8K
|
35
$8.88K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-58- 38.41% |
$10.8K - $11.9K
|
93
$23.6K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 12.15% |
$6.52K - $7.2K
|
253
$64.2K
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 31.96% |
$5.77K - $6.38K
|
66
$16.7K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-20- 0.16% |
$3.72K - $4.12K
|
12.5K
$3.17M
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-13- 0.66% |
$2.42K - $2.68K
|
1.96K
$498K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1- 0.6% |
$186 - $206
|
166
$42.1K
|
|
Q1 2023 | |||||||
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.21K- 83.42% |
$924K - $1.06M
|
1.04K
$263K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4.84KClosed |
$858K - $985K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.82K- 92.88% |
$678K - $778K
|
293
$74.3K
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 62.86% |
$535K - $614K
|
1.78K
$452K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.53K- 57.35% |
$272K - $312K
|
1.14K
$289K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 67.63% |
$248K - $285K
|
670
$170K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-1.22K- 32.44% |
$216K - $247K
|
2.53K
$642K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-715- 50.11% |
$127K - $146K
|
712
$181K
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-487- 5.37% |
$86.4K - $99.2K
|
8.58K
$2.18M
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-305- 13.35% |
$54.1K - $62.1K
|
1.98K
$502K
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-154- 7.97% |
$27.3K - $31.4K
|
1.78K
$451K
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 2.52% |
$5.32K - $6.11K
|
1.16K
$295K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21- 4.18% |
$3.73K - $4.28K
|
481
$122K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 1.88% |
$3.55K - $4.07K
|
1.05K
$265K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-17- 0.93% |
$3.02K - $3.46K
|
1.81K
$458K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 2.92% |
$887 - $1.02K
|
166
$42.1K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.6% |
$177 - $204
|
165
$41.9K
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.2K- 13.67% |
$2.19M - $2.56M
|
83.6K
$21.2M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-762- 26.33% |
$126K - $148K
|
2.13K
$541K
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-685- 57.42% |
$114K - $133K
|
508
$129K
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-520- 26.45% |
$86.2K - $101K
|
1.45K
$367K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-186- 3.84% |
$30.8K - $36.1K
|
4.66K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-171- 37.58% |
$28.4K - $33.1K
|
284
$72.1K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-119- 78.81% |
$19.7K - $23.1K
|
32
$8.12K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-104- 30.77% |
$17.2K - $20.2K
|
234
$59.4K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-70- 9.83% |
$11.6K - $13.6K
|
642
$163K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-62- 1.15% |
$10.3K - $12K
|
5.33K
$1.35M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 0.58% |
$6.63K - $7.75K
|
6.8K
$1.73M
|