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
|
Sage Financial Group Inc
|
SELL
|
- |
-12- 0.03% |
$2.23K - $2.47K
|
35.2K
$9.15M
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-13- 0.66% |
$2.42K - $2.68K
|
1.96K
$511K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-13- 0.31% |
$2.42K - $2.68K
|
4.21K
$1.09M
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-14- 0.16% |
$2.61K - $2.88K
|
8.85K
$2.3M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-16- 0.69% |
$2.98K - $3.29K
|
2.3K
$599K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-20- 0.16% |
$3.72K - $4.12K
|
12.5K
$3.25M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20- 0.32% |
$3.72K - $4.12K
|
6.21K
$1.62M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22- 0.28% |
$4.1K - $4.53K
|
7.81K
$2.03M
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-22- 1.32% |
$4.1K - $4.53K
|
1.65K
$428K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-24- 3.8% |
$4.47K - $4.94K
|
607
$158K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-25- 0.62% |
$4.66K - $5.14K
|
4.02K
$1.04M
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-25- 0.87% |
$4.66K - $5.14K
|
2.85K
$741K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-27- 0.58% |
$5.03K - $5.56K
|
4.64K
$1.21M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-28- 0.5% |
$5.21K - $5.76K
|
5.56K
$1.44M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29- 0.87% |
$5.4K - $5.97K
|
3.31K
$860K
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 31.96% |
$5.77K - $6.38K
|
66
$17.2K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-32- 1.29% |
$5.96K - $6.58K
|
2.45K
$637K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-32- 2.66% |
$5.96K - $6.58K
|
1.17K
$304K
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-35- 12.15% |
$6.52K - $7.2K
|
253
$65.8K
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-35- 0.35% |
$6.52K - $7.2K
|
9.84K
$2.56M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-35- 1.22% |
$6.52K - $7.2K
|
2.84K
$739K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-40- 2.08% |
$7.45K - $8.23K
|
1.89K
$490K
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-40- 7.27% |
$7.45K - $8.23K
|
510
$133K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 1.12% |
$7.64K - $8.44K
|
3.62K
$940K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-43- 1.69% |
$8.01K - $8.85K
|
2.5K
$649K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-45- 1.28% |
$8.38K - $9.26K
|
3.47K
$903K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-50- 0.64% |
$9.31K - $10.3K
|
7.75K
$2.01M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-53- 3.92% |
$9.87K - $10.9K
|
1.3K
$338K
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-53- 0.41% |
$9.87K - $10.9K
|
13K
$3.38M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-55- 2.17% |
$10.2K - $11.3K
|
2.48K
$644K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-55- 0.86% |
$10.2K - $11.3K
|
6.34K
$1.65M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-56- 0.07% |
$10.4K - $11.5K
|
85.9K
$22.3M
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-58- 38.41% |
$10.8K - $11.9K
|
93
$24.2K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.03% |
$12.1K - $13.4K
|
6.25K
$1.62M
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-69- 2.52% |
$12.8K - $14.2K
|
2.67K
$694K
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-69- 1.46% |
$12.8K - $14.2K
|
4.67K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-71- 3.29% |
$13.2K - $14.6K
|
2.09K
$543K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-72- 1.18% |
$13.4K - $14.8K
|
6.05K
$1.57M
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-72- 67.29% |
$13.4K - $14.8K
|
35
$9.1K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-73- 3.0% |
$13.6K - $15K
|
2.36K
$613K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-73- 0.14% |
$13.6K - $15K
|
52.5K
$13.6M
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-75- 0.38% |
$14K - $15.4K
|
19.6K
$5.11M
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-76- 1.65% |
$14.2K - $15.6K
|
4.54K
$1.18M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-82- 2.51% |
$15.3K - $16.9K
|
3.19K
$829K
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-84- 2.0% |
$15.6K - $17.3K
|
4.12K
$1.07M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-92- 1.15% |
$17.1K - $18.9K
|
7.91K
$2.06M
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-93- 4.79% |
$17.3K - $19.1K
|
1.85K
$480K
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-94- 2.96% |
$17.5K - $19.3K
|
3.09K
$802K
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-101- 1.07% |
$18.8K - $20.8K
|
9.38K
$2.44M
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-101- 0.41% |
$18.8K - $20.8K
|
24.3K
$6.32M
|