Purchases and Sales Made in Q2 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-293Closed |
$54.6K - $60.3K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-323- 12.88% |
$60.1K - $66.5K
|
2.19K
$568K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-334- 6.99% |
$62.2K - $68.7K
|
4.45K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-335- 0.87% |
$62.4K - $68.9K
|
38.2K
$9.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-339- 3.28% |
$63.1K - $69.8K
|
9.99K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-342- 11.81% |
$63.7K - $70.4K
|
2.56K
$664K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-358- 1.09% |
$66.7K - $73.7K
|
32.6K
$8.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-364- 2.16% |
$67.8K - $74.9K
|
16.5K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-376- 26.07% |
$70K - $77.4K
|
1.07K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-381- 27.39% |
$70.9K - $78.4K
|
1.01K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 45.98% |
$74.5K - $82.3K
|
470
$122K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-404- 1.93% |
$75.2K - $83.1K
|
20.5K
$5.34M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-416- 0.86% |
$77.5K - $85.6K
|
48K
$12.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-417- 29.83% |
$77.7K - $85.8K
|
981
$255K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-420- 22.89% |
$78.2K - $86.4K
|
1.42K
$368K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-423- 6.48% |
$78.8K - $87K
|
6.1K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-428- 5.67% |
$79.7K - $88.1K
|
7.12K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-429- 21.26% |
$79.9K - $88.3K
|
1.59K
$413K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-429- 6.26% |
$79.9K - $88.3K
|
6.43K
$1.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-431- 2.28% |
$80.3K - $88.7K
|
18.5K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-440- 1.7% |
$81.9K - $90.5K
|
25.4K
$6.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-442- 4.62% |
$82.3K - $91K
|
9.13K
$2.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-445- 16.46% |
$82.9K - $91.6K
|
2.26K
$587K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-449- 8.4% |
$83.6K - $92.4K
|
4.9K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-471- 3.44% |
$87.7K - $96.9K
|
13.2K
$3.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-482- 2.26% |
$89.8K - $99.2K
|
20.9K
$5.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-496- 3.13% |
$92.4K - $102K
|
15.3K
$3.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 28.17% |
$93.1K - $103K
|
1.28K
$331K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-516- 1.46% |
$96.1K - $106K
|
34.8K
$9.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-517- 28.19% |
$96.3K - $106K
|
1.32K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-526- 1.93% |
$98K - $108K
|
26.8K
$6.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-559- 2.37% |
$104K - $115K
|
23.1K
$5.99M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-561- 5.65% |
$104K - $115K
|
9.37K
$2.44M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-575- 10.18% |
$107K - $118K
|
5.07K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-580- 32.35% |
$108K - $119K
|
1.21K
$315K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-598- 10.18% |
$111K - $123K
|
5.28K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 8.55% |
$112K - $123K
|
6.42K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-603- 5.59% |
$112K - $124K
|
10.2K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-617- 0.06% |
$115K - $127K
|
1.02M
$265M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-619- 6.76% |
$115K - $127K
|
8.54K
$2.22M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-623- 14.23% |
$116K - $128K
|
3.76K
$976K
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-631- 3.14% |
$118K - $130K
|
19.5K
$5.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-635- 4.92% |
$118K - $131K
|
12.3K
$3.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-663- 1.09% |
$123K - $136K
|
60.2K
$15.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-695- 5.37% |
$129K - $143K
|
12.2K
$3.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-754- 0.65% |
$140K - $155K
|
115K
$30M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-773- 16.82% |
$144K - $159K
|
3.82K
$994K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-780- 19.92% |
$145K - $161K
|
3.14K
$815K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-803- 40.56% |
$150K - $165K
|
1.18K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-820- 2.92% |
$153K - $169K
|
27.3K
$7.09M
|