Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-67- 16.92% |
$14.2K - $15.8K
|
329
$89.7K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-68- 0.71% |
$14.4K - $16K
|
9.45K
$2.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-68- 0.29% |
$14.4K - $16K
|
23K
$6.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-69- 2.51% |
$14.6K - $16.3K
|
2.68K
$730K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-70- 1.68% |
$14.9K - $16.5K
|
4.1K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-70- 26.92% |
$14.9K - $16.5K
|
190
$51.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-70- 0.99% |
$14.9K - $16.5K
|
6.98K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-71- 0.65% |
$15.1K - $16.7K
|
10.9K
$2.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-73- 1.61% |
$15.5K - $17.2K
|
4.47K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-75- 2.35% |
$15.9K - $17.7K
|
3.12K
$851K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-75- 6.55% |
$15.9K - $17.7K
|
1.07K
$292K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-75- 2.26% |
$15.9K - $17.7K
|
3.24K
$883K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-80- 2.74% |
$17K - $18.9K
|
2.84K
$774K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-81- 4.48% |
$17.2K - $19.1K
|
1.73K
$471K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-84- 0.53% |
$17.8K - $19.8K
|
15.9K
$4.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-84- 1.61% |
$17.8K - $19.8K
|
5.12K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-86- 5.07% |
$18.3K - $20.3K
|
1.61K
$439K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-87- 1.99% |
$18.5K - $20.5K
|
4.29K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-87- 2.52% |
$18.5K - $20.5K
|
3.37K
$917K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-98- 5.6% |
$20.8K - $23.1K
|
1.65K
$450K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-99- 0.52% |
$21K - $23.3K
|
19.1K
$5.2M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-106- 9.86% |
$22.5K - $25K
|
969
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-107- 3.2% |
$22.7K - $25.2K
|
3.24K
$882K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-107- 0.6% |
$22.7K - $25.2K
|
17.8K
$4.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-119- 0.6% |
$25.3K - $28.1K
|
19.7K
$5.38M
|
|
|
May 02, 2024
Q1 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-121- 2.54% |
$25.7K - $28.5K
|
4.65K
$1.27M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-121- 4.04% |
$25.7K - $28.5K
|
2.87K
$783K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-122- 0.72% |
$25.9K - $28.8K
|
16.9K
$4.6M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-130- 6.22% |
$27.6K - $30.7K
|
1.96K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-133- 1.94% |
$28.2K - $31.4K
|
6.71K
$1.83M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-134- 7.83% |
$28.4K - $31.6K
|
1.58K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-135- 9.45% |
$28.6K - $31.8K
|
1.29K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-135- 23.0% |
$28.6K - $31.8K
|
452
$123K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-135- 1.34% |
$28.6K - $31.8K
|
9.92K
$2.7M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-143- 11.37% |
$30.3K - $33.7K
|
1.12K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-146- 3.99% |
$31K - $34.4K
|
3.52K
$959K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-148- 7.25% |
$31.4K - $34.9K
|
1.89K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-149- 0.74% |
$31.6K - $35.1K
|
19.9K
$5.41M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-151- 0.82% |
$32K - $35.6K
|
18.3K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-153- 2.46% |
$32.5K - $36.1K
|
6.06K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-154- 19.87% |
$32.7K - $36.3K
|
621
$169K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-157- 5.76% |
$33.3K - $37K
|
2.57K
$700K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-158- 1.24% |
$33.5K - $37.3K
|
12.6K
$3.44M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-167- 3.1% |
$35.4K - $39.4K
|
5.22K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-168- 0.7% |
$35.7K - $39.6K
|
23.9K
$6.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-171- 4.2% |
$36.3K - $40.3K
|
3.9K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-173- 3.92% |
$36.7K - $40.8K
|
4.24K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-178- 2.2% |
$37.8K - $42K
|
7.92K
$2.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-178- 16.95% |
$37.8K - $42K
|
872
$238K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-180- 10.75% |
$38.2K - $42.4K
|
1.49K
$407K
|