Purchases and Sales Made in Q2 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
245+ 0.93% |
$53.6K - $57.6K
|
26.7K
$6.81M
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
236+ 1.06% |
$51.6K - $55.5K
|
22.5K
$5.74M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
232+ 1.05% |
$50.8K - $54.5K
|
22.3K
$5.68M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
229+ 14.39% |
$50.1K - $53.8K
|
1.82K
$464K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
228+ 13.03% |
$49.9K - $53.6K
|
1.98K
$504K
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
228+ 0.17% |
$49.9K - $53.6K
|
133K
$34M
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
223+ 9.55% |
$48.8K - $52.4K
|
2.56K
$651K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
220+ 32.5% |
$48.1K - $51.7K
|
897
$229K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
217+ 14.83% |
$47.5K - $51K
|
1.68K
$428K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
216+ 0.95% |
$47.3K - $50.8K
|
22.9K
$5.84M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
215+ 6.11% |
$47K - $50.5K
|
3.73K
$951K
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
214+ 23.26% |
$46.8K - $50.3K
|
1.13K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
204+ 0.8% |
$44.6K - $47.9K
|
25.6K
$6.51M
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
203+ 1.0% |
$44.4K - $47.7K
|
20.5K
$5.22M
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
203+ 0.46% |
$44.4K - $47.7K
|
44.3K
$11.3M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 3.38% |
$44K - $47.2K
|
6.14K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
200+ 9.04% |
$43.8K - $47K
|
2.41K
$615K
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
197+ 1.06% |
$43.1K - $46.3K
|
18.8K
$4.8M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
195+ 8.21% |
$42.7K - $45.8K
|
2.57K
$655K
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
185+ 2.68% |
$40.5K - $43.5K
|
7.08K
$1.8M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
185+ 186.87% |
$40.5K - $43.5K
|
284
$72.4K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
185+ 3.21% |
$40.5K - $43.5K
|
5.95K
$1.52M
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
183+ 3.91% |
$40K - $43K
|
4.86K
$1.24M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
176+ 18.53% |
$38.5K - $41.4K
|
1.13K
$287K
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
172+ 1.15% |
$37.6K - $40.4K
|
15.1K
$3.84M
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
162+ 1.12% |
$35.4K - $38.1K
|
14.6K
$3.73M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
160+ 0.34% |
$35K - $37.6K
|
46.9K
$11.9M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
154+ 7.32% |
$33.7K - $36.2K
|
2.26K
$575K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
140+ 8.58% |
$30.6K - $32.9K
|
1.77K
$451K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
138New |
$30.2K - $32.4K
|
138
$35.2K
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
132+ 1.48% |
$28.9K - $31K
|
9.03K
$2.3M
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
132+ 12.07% |
$28.9K - $31K
|
1.23K
$312K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
125+ 3.83% |
$27.3K - $29.4K
|
3.39K
$863K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
123+ 4.69% |
$26.9K - $28.9K
|
2.75K
$700K
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
118+ 1.17% |
$25.8K - $27.7K
|
10.2K
$2.59M
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
111+ 0.62% |
$24.3K - $26.1K
|
18.1K
$4.61M
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
105New |
$23K - $24.7K
|
105
$26.8K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
102+ 443.48% |
$22.3K - $24K
|
125
$31.8K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
101+ 4.46% |
$22.1K - $23.7K
|
2.37K
$603K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100+ 2.36% |
$21.9K - $23.5K
|
4.34K
$1.1M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
100New |
$21.9K - $23.5K
|
100
$25.5K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
98New |
$21.4K - $23K
|
98
$25K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
98+ 0.38% |
$21.4K - $23K
|
26.1K
$6.64M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
96+ 2.04% |
$21K - $22.6K
|
4.81K
$1.23M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
92+ 1.45% |
$20.1K - $21.6K
|
6.46K
$1.64M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
86+ 4.06% |
$18.8K - $20.2K
|
2.2K
$561K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85+ 2.09% |
$18.6K - $20K
|
4.15K
$1.06M
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
84+ 0.68% |
$18.4K - $19.7K
|
12.5K
$3.19M
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
80+ 2.79% |
$17.5K - $18.8K
|
2.95K
$752K
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
80+ 1.15% |
$17.5K - $18.8K
|
7.06K
$1.8M
|