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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
88+ 7.89% |
$16.4K - $18.1K
|
1.2K
$313K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
85+ 1.91% |
$15.8K - $17.5K
|
4.54K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
84+ 3.21% |
$15.6K - $17.3K
|
2.7K
$703K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81+ 1.49% |
$15.1K - $16.7K
|
5.53K
$1.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
BUY
|
- |
79+ 0.61% |
$14.7K - $16.3K
|
12.9K
$3.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
78+ 8.67% |
$14.5K - $16.1K
|
978
$254K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
76New |
$14.2K - $15.6K
|
76
$19.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
72+ 13.02% |
$13.4K - $14.8K
|
625
$162K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
72+ 0.49% |
$13.4K - $14.8K
|
14.7K
$3.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
67+ 0.84% |
$12.5K - $13.8K
|
8.07K
$2.1M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
67+ 20.36% |
$12.5K - $13.8K
|
396
$103K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
64+ 0.11% |
$11.9K - $13.2K
|
60.4K
$15.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
58+ 0.51% |
$10.8K - $11.9K
|
11.4K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
57New |
$10.6K - $11.7K
|
57
$14.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51+ 7.46% |
$9.5K - $10.5K
|
735
$191K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
44+ 53.01% |
$8.19K - $9.05K
|
127
$33K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
38New |
$7.08K - $7.82K
|
38
$9.88K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
36+ 1.3% |
$6.7K - $7.41K
|
2.8K
$727K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 0.66% |
$6.7K - $7.41K
|
5.46K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
33+ 0.14% |
$6.15K - $6.79K
|
24K
$6.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
32+ 0.49% |
$5.96K - $6.58K
|
6.58K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
30+ 0.32% |
$5.59K - $6.17K
|
9.4K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
26+ 1.16% |
$4.84K - $5.35K
|
2.27K
$590K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
25+ 1.81% |
$4.66K - $5.14K
|
1.41K
$366K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
25+ 4.25% |
$4.66K - $5.14K
|
613
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
24+ 0.1% |
$4.47K - $4.94K
|
23K
$5.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
23+ 3.19% |
$4.28K - $4.73K
|
743
$193K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
23+ 0.14% |
$4.28K - $4.73K
|
16.9K
$4.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 1.6% |
$3.72K - $4.12K
|
1.27K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
BUY
|
- |
19+ 0.1% |
$3.54K - $3.91K
|
19.5K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$2.98K - $3.29K
|
16
$4.16K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
16New |
$2.98K - $3.29K
|
16
$4.16K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15+ 0.19% |
$2.79K - $3.09K
|
7.77K
$2.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.27% |
$2.79K - $3.09K
|
5.66K
$1.47M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 6.76% |
$2.79K - $3.09K
|
237
$61.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.27% |
$2.79K - $3.09K
|
5.6K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
14+ 0.43% |
$2.61K - $2.88K
|
3.24K
$843K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11+ 0.38% |
$2.05K - $2.26K
|
2.89K
$751K
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
10+ 0.19% |
$1.86K - $2.06K
|
5.14K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
10+ 0.84% |
$1.86K - $2.06K
|
1.2K
$312K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
9+ 0.14% |
$1.68K - $1.85K
|
6.26K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.77% |
$1.49K - $1.65K
|
1.05K
$272K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
8+ 0.3% |
$1.49K - $1.65K
|
2.66K
$692K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
7+ 0.03% |
$1.3K - $1.44K
|
27K
$7.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$1.12K - $1.23K
|
4.19K
$1.09M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6+ 0.29% |
$1.12K - $1.23K
|
2.11K
$548K
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.15% |
$1.12K - $1.23K
|
3.95K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.78% |
$931 - $1.03K
|
185
$48.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.51% |
$931 - $1.03K
|
337
$87.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5+ 0.35% |
$931 - $1.03K
|
1.42K
$368K
|