Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap Growth Index (VOT)

VOT Quotes by TradingView

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 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
246
+ 1.91%
$43.6K - $50.1K
13.1K $3.4M
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
243
+ 5.77%
$43.1K - $49.5K
4.46K $1.16M
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
241
+ 2.64%
$42.8K - $49.1K
9.37K $2.44M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
231
New
$41K - $47K
231 $60.1K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
224
+ 43.75%
$39.7K - $45.6K
736 $191K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
224
+ 13.65%
$39.7K - $45.6K
1.87K $485K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
224
New
$39.7K - $45.6K
224 $58.2K
May 02, 2023 Q1 2023
1900 Wealth Management LLC

BUY
 -
219
+ 9.73%
$38.9K - $44.6K
2.47K $642K
May 12, 2023 Q1 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
218
+ 11.97%
$38.7K - $44.4K
2.04K $530K
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
217
+ 5.82%
$38.5K - $44.2K
3.94K $1.03M
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
191
+ 3.12%
$33.9K - $38.9K
6.31K $1.64M
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
189
+ 3.32%
$33.5K - $38.5K
5.88K $1.53M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
187
+ 4.07%
$33.2K - $38.1K
4.79K $1.24M
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
178
+ 1.77%
$31.6K - $36.2K
10.2K $2.66M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
177
+ 5.65%
$31.4K - $36K
3.31K $860K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
171
+ 0.82%
$30.3K - $34.8K
21K $5.45M
Apr 24, 2023 Q1 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
171
+ 13.34%
$30.3K - $34.8K
1.45K $378K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
161
+ 2.52%
$28.6K - $32.8K
6.56K $1.71M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
153
+ 0.4%
$27.1K - $31.2K
38.2K $9.93M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
147
+ 5.66%
$26.1K - $29.9K
2.75K $714K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
141
+ 22.89%
$25K - $28.7K
757 $197K
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
130
+ 9.23%
$23.1K - $26.5K
1.54K $400K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
130
+ 4.4%
$23.1K - $26.5K
3.08K $802K
May 10, 2023 Q1 2023
Wescott Financial Advisory Group, LLC

BUY
 -
125
+ 9.7%
$22.2K - $25.5K
1.41K $367K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
122
New
$21.6K - $24.8K
122 $31.7K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
109
New
$19.3K - $22.2K
109 $28.3K
May 03, 2023 Q1 2023
Sterling Financial Planning, Inc.

BUY
 -
108
+ 1.14%
$19.2K - $22K
9.62K $2.5M
May 04, 2023 Q1 2023
St. Johns Investment Management Company, LLC

BUY
 -
100
New
$17.7K - $20.4K
100 $26K
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
99
New
$17.6K - $20.2K
99 $25.7K
Apr 14, 2023 Q1 2023
Cohen Klingenstein LLC

BUY
 -
96
+ 0.75%
$17K - $19.5K
12.9K $3.34M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
95
+ 0.97%
$16.9K - $19.3K
9.89K $2.57M
May 10, 2023 Q1 2023
Signature Securities Group Corporation

BUY
 -
95
+ 2.31%
$16.9K - $19.3K
4.2K $1.09M
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
93
New
$16.5K - $18.9K
93 $24.2K
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
89
+ 1.33%
$15.8K - $18.1K
6.79K $1.76M
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
83
New
$14.7K - $16.9K
83 $21.6K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
78
New
$13.8K - $15.9K
78 $20.3K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
72
+ 205.71%
$12.8K - $14.7K
107 $27.8K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
58
+ 62.37%
$10.3K - $11.8K
151 $39.3K
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
57
New
$10.1K - $11.6K
57 $14.8K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
52
+ 2.29%
$9.23K - $10.6K
2.32K $603K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
45
New
$7.98K - $9.16K
45 $11.7K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
45
+ 0.43%
$7.98K - $9.16K
10.5K $2.74M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
44
+ 0.29%
$7.81K - $8.96K
15.1K $3.93M
Apr 19, 2023 Q1 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
42
New
$7.45K - $8.55K
42 $10.9K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
41
+ 0.92%
$7.27K - $8.35K
4.48K $1.16M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
39
+ 0.05%
$6.92K - $7.94K
85.6K $22.3M
May 10, 2023 Q1 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
35
+ 1.1%
$6.21K - $7.13K
3.22K $837K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
35
+ 0.76%
$6.21K - $7.13K
4.66K $1.21M
May 01, 2023 Q1 2023
New Square Capital LLC

BUY
 -
32
+ 55.17%
$5.68K - $6.52K
90 $23.4K

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