Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2023. 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 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
345KNew |
$61.1M - $70.2M
|
345K
$89.6M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
61.5K+ 36.61% |
$10.9M - $12.5M
|
229K
$59.7M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
60.5K+ 1633.3% |
$10.7M - $12.3M
|
64.2K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
55.5KNew |
$9.84M - $11.3M
|
55.5K
$14.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55KNew |
$9.75M - $11.2M
|
55K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
48.5K+ 77.32% |
$8.6M - $9.87M
|
111K
$28.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
45.1K+ 41.19% |
$8M - $9.18M
|
154K
$40.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39.1K+ 3.21% |
$6.93M - $7.96M
|
1.25M
$326M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
24.4K+ 29.03% |
$4.32M - $4.96M
|
108K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.4K+ 7.6% |
$3.44M - $3.95M
|
274K
$71.3M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
19.1K+ 1.06% |
$3.38M - $3.88M
|
1.81M
$471M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$3.31M - $3.8M
|
18.6K
$4.85M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
18.2K+ 8.22% |
$3.23M - $3.7M
|
240K
$62.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$2.96M - $3.39M
|
16.7K
$4.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
14.3K+ 40.57% |
$2.54M - $2.92M
|
49.6K
$12.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
13.5KNew |
$2.4M - $2.76M
|
13.5K
$3.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.9KNew |
$2.12M - $2.43M
|
11.9K
$3.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
11.1K+ 4.01% |
$1.96M - $2.25M
|
287K
$74.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
11.1K+ 0.86% |
$1.96M - $2.25M
|
1.3M
$337M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3K+ 384.97% |
$1.83M - $2.1M
|
13K
$3.37M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.1K+ 52.62% |
$1.61M - $1.85M
|
26.4K
$6.86M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.63KNew |
$1.53M - $1.76M
|
8.63K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.53K+ 5.71% |
$1.51M - $1.74M
|
158K
$41.1M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.42KNew |
$1.49M - $1.71M
|
8.42K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.26K+ 18.67% |
$1.47M - $1.68M
|
52.5K
$13.7M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.74K+ 239.13% |
$1.37M - $1.58M
|
11K
$2.85M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.55K+ 132.83% |
$1.34M - $1.54M
|
13.2K
$3.44M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.34K+ 11.3% |
$1.3M - $1.49M
|
72.3K
$18.8M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.17K+ 27.92% |
$1.27M - $1.46M
|
32.9K
$8.54M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.03K+ 107.93% |
$1.25M - $1.43M
|
13.5K
$3.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
6.91K+ 3.94% |
$1.23M - $1.41M
|
182K
$47.4M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.76KNew |
$1.02M - $1.17M
|
5.76K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.68K+ 11.52% |
$1.01M - $1.16M
|
55K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.4K+ 11.51% |
$957K - $1.1M
|
52.3K
$13.6M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.3K+ 25.82% |
$941K - $1.08M
|
25.8K
$6.72M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.28K+ 6.32% |
$938K - $1.08M
|
88.8K
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.2K+ 6.23% |
$922K - $1.06M
|
88.6K
$23M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.95K+ 2.28% |
$879K - $1.01M
|
222K
$57.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.92K+ 5.81% |
$873K - $1M
|
89.7K
$23.3M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.82K+ 13.84% |
$856K - $982K
|
39.7K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.72K+ 174.68% |
$837K - $961K
|
7.42K
$1.93M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.67KNew |
$828K - $950K
|
4.67K
$1.21M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
4.52K+ 2640.35% |
$801K - $919K
|
4.69K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.48K+ 284.82% |
$795K - $913K
|
6.06K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.45K+ 4.78% |
$790K - $907K
|
97.7K
$25.4M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
4.37K+ 10.19% |
$775K - $889K
|
47.2K
$12.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.09K+ 17.37% |
$726K - $834K
|
27.7K
$7.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.09K+ 3.69% |
$725K - $832K
|
115K
$29.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.08K+ 0.79% |
$724K - $831K
|
518K
$135M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.07K+ 13.07% |
$722K - $829K
|
35.2K
$9.16M
|