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
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4K+ 51.69% |
$710K - $815K
|
11.7K
$3.05M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.92K+ 8.48% |
$696K - $799K
|
50.2K
$13.1M
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
3.84K+ 58.57% |
$682K - $782K
|
10.4K
$2.7M
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
3.82K+ 8.36% |
$677K - $777K
|
49.5K
$12.9M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.74K+ 5.53% |
$664K - $762K
|
71.4K
$18.6M
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.61K+ 27.9% |
$640K - $735K
|
16.5K
$4.3M
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.39K+ 32.23% |
$602K - $690K
|
13.9K
$3.62M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
3.34K+ 15.19% |
$593K - $680K
|
25.3K
$6.59M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.14K+ 9.84% |
$557K - $639K
|
35K
$9.1M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.09K+ 0.81% |
$548K - $629K
|
383K
$99.6M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.06KNew |
$542K - $622K
|
3.06K
$794K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.03K+ 154.52% |
$537K - $616K
|
4.99K
$1.3M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.97K+ 6.54% |
$527K - $605K
|
48.5K
$12.6M
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
2.95K+ 2.51% |
$523K - $600K
|
120K
$31.3M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.91K+ 1.61% |
$516K - $592K
|
184K
$47.8M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.91K+ 130.89% |
$516K - $592K
|
5.13K
$1.33M
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.9K+ 49.06% |
$515K - $591K
|
8.81K
$2.29M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.86K+ 0.65% |
$507K - $582K
|
440K
$114M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.85KNew |
$506K - $580K
|
2.85K
$741K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.83KNew |
$502K - $576K
|
2.83K
$736K
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.74KNew |
$486K - $558K
|
2.74K
$712K
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
2.72K+ 3.15% |
$483K - $554K
|
89K
$23.1M
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.71K+ 6.66% |
$480K - $551K
|
43.3K
$11.3M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.6K+ 14.52% |
$460K - $528K
|
20.5K
$5.32M
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.43KNew |
$431K - $494K
|
2.43K
$631K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 24.72% |
$427K - $490K
|
12.2K
$3.16M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.39K+ 47.55% |
$424K - $487K
|
7.42K
$1.93M
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.31K+ 2.56% |
$409K - $470K
|
92.6K
$24.1M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.25KNew |
$399K - $458K
|
2.25K
$585K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.22K+ 34.48% |
$394K - $452K
|
8.67K
$2.25M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.18K+ 67.28% |
$387K - $444K
|
5.42K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.16KNew |
$383K - $440K
|
2.16K
$562K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.13K+ 29.59% |
$378K - $434K
|
9.33K
$2.43M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.12K+ 0.24% |
$377K - $432K
|
900K
$234M
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.1K+ 7.12% |
$373K - $428K
|
31.7K
$8.23M
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.1KNew |
$373K - $428K
|
2.1K
$546K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.09KNew |
$370K - $425K
|
2.09K
$543K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.05KNew |
$363K - $416K
|
2.05K
$532K
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.04K+ 17.51% |
$361K - $415K
|
13.7K
$3.55M
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.03K+ 8.1% |
$359K - $412K
|
27K
$7.03M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.02KNew |
$358K - $411K
|
2.02K
$525K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.98KNew |
$351K - $403K
|
1.98K
$515K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.92K+ 12.43% |
$340K - $391K
|
17.4K
$4.51M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.91K+ 3.41% |
$339K - $389K
|
57.9K
$15.1M
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.86K+ 2.9% |
$329K - $378K
|
65.8K
$17.1M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.84KNew |
$327K - $375K
|
1.84K
$479K
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.84KNew |
$326K - $374K
|
1.84K
$477K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.81K+ 10.6% |
$322K - $369K
|
18.9K
$4.92M
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
1.77K+ 157.74% |
$315K - $361K
|
2.9K
$753K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.77KNew |
$314K - $360K
|
1.77K
$460K
|