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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-150- 8.17% |
$26.6K - $30.5K
|
1.69K
$438K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-150- 2.87% |
$26.6K - $30.5K
|
5.08K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-150- 3.16% |
$26.6K - $30.5K
|
4.6K
$1.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-152- 0.64% |
$27K - $30.9K
|
23.6K
$6.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-154- 7.97% |
$27.3K - $31.4K
|
1.78K
$462K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-155- 5.87% |
$27.5K - $31.6K
|
2.48K
$646K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-155- 1.72% |
$27.5K - $31.6K
|
8.86K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-158- 2.75% |
$28K - $32.2K
|
5.59K
$1.45M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-162- 10.69% |
$28.7K - $33K
|
1.35K
$352K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-165- 2.07% |
$29.3K - $33.6K
|
7.81K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-166- 4.76% |
$29.5K - $33.8K
|
3.32K
$863K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-167- 3.81% |
$29.6K - $34K
|
4.22K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-171- 4.33% |
$30.3K - $34.8K
|
3.78K
$983K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-171- 4.33% |
$30.3K - $34.8K
|
3.78K
$983K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-177- 12.02% |
$31.4K - $36K
|
1.3K
$337K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-181- 1.79% |
$32.1K - $36.9K
|
9.94K
$2.58M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-184- 1.32% |
$32.6K - $37.5K
|
13.7K
$3.57M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-184- 1.32% |
$32.6K - $37.5K
|
13.7K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-192- 3.33% |
$34.1K - $39.1K
|
5.58K
$1.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-197- 0.47% |
$35K - $40.1K
|
41.6K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-199- 0.81% |
$35.3K - $40.5K
|
24.4K
$6.35M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-202- 2.61% |
$35.8K - $41.1K
|
7.55K
$1.96M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-206- 21.22% |
$36.6K - $41.9K
|
765
$199K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-208- 3.38% |
$36.9K - $42.4K
|
5.95K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-211- 10.94% |
$37.4K - $43K
|
1.72K
$446K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-227- 19.12% |
$40.3K - $46.2K
|
960
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-229- 1.15% |
$40.6K - $46.6K
|
19.7K
$5.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-233- 4.99% |
$41.3K - $47.4K
|
4.43K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-242- 0.19% |
$42.9K - $49.3K
|
128K
$33.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-245- 21.4% |
$43.5K - $49.9K
|
900
$234K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-251- 2.58% |
$44.5K - $51.1K
|
9.48K
$2.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-257- 4.59% |
$45.6K - $52.3K
|
5.35K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-262- 1.53% |
$46.5K - $53.3K
|
16.9K
$4.39M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-266- 8.78% |
$47.2K - $54.2K
|
2.76K
$718K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-268- 1.78% |
$47.6K - $54.6K
|
14.8K
$3.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-271- 39.16% |
$48.1K - $55.2K
|
421
$109K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-275- 0.51% |
$48.8K - $56K
|
53.2K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-280- 1.3% |
$49.7K - $57K
|
21.3K
$5.54M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-283- 6.84% |
$50.2K - $57.6K
|
3.85K
$1M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-288- 6.7% |
$51.1K - $58.6K
|
4.01K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-289- 16.14% |
$51.3K - $58.8K
|
1.5K
$390K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-293Closed |
$52K - $59.7K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-294- 15.66% |
$52.2K - $59.9K
|
1.58K
$412K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-297- 80.93% |
$52.7K - $60.5K
|
70
$18.2K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-299- 82.37% |
$53.1K - $60.9K
|
64
$16.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-303- 31.3% |
$53.8K - $61.7K
|
665
$173K
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-305- 13.35% |
$54.1K - $62.1K
|
1.98K
$515K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-307- 25.78% |
$54.5K - $62.5K
|
884
$230K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-307- 10.2% |
$54.5K - $62.5K
|
2.7K
$703K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-309- 9.06% |
$54.8K - $62.9K
|
3.1K
$806K
|