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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
79+ 2.59% |
$17.3K - $18.6K
|
3.13K
$834K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
76+ 1.05% |
$16.6K - $17.9K
|
7.35K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75+ 37.5% |
$16.4K - $17.6K
|
275
$73.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
72+ 0.44% |
$15.8K - $16.9K
|
16.5K
$4.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
68+ 2.24% |
$14.9K - $16K
|
3.11K
$827K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66+ 1.53% |
$14.4K - $15.5K
|
4.39K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
65+ 0.49% |
$14.2K - $15.3K
|
13.2K
$3.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64+ 3.15% |
$14K - $15K
|
2.1K
$558K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
64+ 1.63% |
$14K - $15K
|
3.98K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 1.8% |
$13.8K - $14.8K
|
3.55K
$946K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
62+ 0.58% |
$13.6K - $14.6K
|
10.8K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
62+ 1.59% |
$13.6K - $14.6K
|
3.96K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
61+ 0.23% |
$13.3K - $14.3K
|
26.3K
$7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
58+ 1.43% |
$12.7K - $13.6K
|
4.12K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
57New |
$12.5K - $13.4K
|
57
$15.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
56+ 4.55% |
$12.3K - $13.2K
|
1.29K
$342K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
54New |
$11.8K - $12.7K
|
54
$14.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
54+ 2.01% |
$11.8K - $12.7K
|
2.74K
$729K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 0.84% |
$11.4K - $12.2K
|
6.26K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
52+ 4.08% |
$11.4K - $12.2K
|
1.33K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
50+ 0.66% |
$10.9K - $11.7K
|
7.68K
$2.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
46+ 2.43% |
$10.1K - $10.8K
|
1.94K
$516K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 1.96% |
$9.84K - $10.6K
|
2.34K
$623K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43New |
$9.41K - $10.1K
|
43
$11.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
42+ 1.57% |
$9.19K - $9.87K
|
2.72K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
42+ 1.32% |
$9.19K - $9.87K
|
3.23K
$859K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
41+ 0.85% |
$8.97K - $9.63K
|
4.89K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
39+ 0.86% |
$8.53K - $9.16K
|
4.56K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
38+ 5.85% |
$8.31K - $8.93K
|
688
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
36+ 5.99% |
$7.88K - $8.46K
|
637
$170K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
35New |
$7.66K - $8.22K
|
35
$9.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
34+ 0.29% |
$7.44K - $7.99K
|
11.8K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
30+ 1.42% |
$6.56K - $7.05K
|
2.14K
$570K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
28+ 11.11% |
$6.13K - $6.58K
|
280
$74.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
28+ 2.03% |
$6.13K - $6.58K
|
1.41K
$374K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
28+ 0.04% |
$6.13K - $6.58K
|
75.5K
$20.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28+ 4.96% |
$6.13K - $6.58K
|
592
$158K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
27+ 1.79% |
$5.91K - $6.34K
|
1.54K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
25+ 1.69% |
$5.47K - $5.87K
|
1.5K
$400K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
20New |
$4.38K - $4.7K
|
20
$5.32K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 9.28% |
$3.94K - $4.23K
|
212
$56.4K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
17New |
$3.72K - $3.99K
|
17
$4.53K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
16+ 0.49% |
$3.5K - $3.76K
|
3.26K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16+ 0.2% |
$3.5K - $3.76K
|
7.83K
$2.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.46% |
$2.84K - $3.05K
|
2.87K
$764K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.1% |
$2.19K - $2.35K
|
9.6K
$2.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9New |
$1.97K - $2.11K
|
9
$2.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.21% |
$1.75K - $1.88K
|
3.79K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8+ 7.34% |
$1.75K - $1.88K
|
117
$31.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
8+ 6.11% |
$1.75K - $1.88K
|
139
$37K
|