Purchases and Sales Made in Q1 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP GROWTH INDEX .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.09K+ 17.61% |
$418K - $526K
|
14K
$3.56M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.06K+ 20.1% |
$412K - $518K
|
12.3K
$3.14M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
2.02K+ 25.46% |
$404K - $509K
|
9.98K
$2.54M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.02K+ 4.52% |
$404K - $508K
|
46.7K
$11.9M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.01K+ 10.87% |
$401K - $504K
|
20.5K
$5.21M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.96K+ 36.26% |
$391K - $492K
|
7.36K
$1.88M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
1.95K+ 208.23% |
$389K - $490K
|
2.89K
$735K
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.89KNew |
$378K - $476K
|
1.89K
$482K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.87K+ 22.68% |
$373K - $469K
|
10.1K
$2.57M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.81KNew |
$361K - $455K
|
1.81K
$461K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.8K+ 3.71% |
$360K - $453K
|
50.4K
$12.8M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
1.77KNew |
$353K - $444K
|
1.77K
$450K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.73K+ 24.27% |
$345K - $434K
|
8.84K
$2.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.71K+ 60.61% |
$342K - $430K
|
4.53K
$1.16M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.71KNew |
$341K - $429K
|
1.71K
$435K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.69K+ 17.52% |
$337K - $424K
|
11.3K
$2.88M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
1.67K+ 12.38% |
$333K - $419K
|
15.1K
$3.85M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
1.61K+ 100.0% |
$321K - $404K
|
3.21K
$818K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.54KNew |
$307K - $386K
|
1.54K
$391K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.54K+ 41.52% |
$307K - $386K
|
5.23K
$1.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.53KNew |
$306K - $385K
|
1.53K
$390K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.44K+ 3.83% |
$288K - $363K
|
39.1K
$9.96M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.44K+ 6.06% |
$287K - $362K
|
25.2K
$6.41M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.44K+ 69.39% |
$287K - $361K
|
3.51K
$894K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 8.49% |
$285K - $358K
|
18.2K
$4.64M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.42K+ 835.29% |
$284K - $357K
|
1.59K
$405K
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
1.42K+ 7.68% |
$284K - $357K
|
19.9K
$5.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.35KNew |
$270K - $340K
|
1.35K
$345K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.3K+ 1.38% |
$259K - $326K
|
95.5K
$24.3M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.3KNew |
$259K - $326K
|
1.3K
$330K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.28K+ 86.82% |
$255K - $321K
|
2.75K
$701K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.27KNew |
$254K - $319K
|
1.27K
$324K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.25K+ 5.67% |
$250K - $315K
|
23.3K
$5.95M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.19K+ 24.57% |
$238K - $300K
|
6.05K
$1.54M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.18KNew |
$236K - $297K
|
1.18K
$301K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.16K+ 117.09% |
$231K - $291K
|
2.15K
$547K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.15K+ 6.61% |
$229K - $289K
|
18.5K
$4.72M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.14KNew |
$227K - $286K
|
1.14K
$290K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.13KNew |
$226K - $285K
|
1.13K
$289K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.11K+ 6.35% |
$222K - $279K
|
18.6K
$4.74M
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 2.4% |
$213K - $268K
|
45.6K
$11.6M
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 125.0% |
$213K - $268K
|
1.92K
$488K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
1.03K+ 2.46% |
$206K - $259K
|
43K
$11M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.03K+ 11.03% |
$205K - $258K
|
10.3K
$2.64M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.02K+ 3.27% |
$204K - $257K
|
32.2K
$8.21M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.02K+ 88.94% |
$204K - $257K
|
2.17K
$553K
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.02KNew |
$203K - $255K
|
1.02K
$259K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.01K+ 36.8% |
$202K - $255K
|
3.77K
$960K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 7.32% |
$202K - $254K
|
14.8K
$3.78M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.01KNew |
$201K - $253K
|
1.01K
$257K
|