Purchases and Sales Made in Q3 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
254+ 11.34% |
$43.2K - $53K
|
2.49K
$664K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
252New |
$42.9K - $52.6K
|
252
$67.1K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
252+ 2.8% |
$42.9K - $52.6K
|
9.26K
$2.46M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
252+ 4.71% |
$42.9K - $52.6K
|
5.6K
$1.49M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
248+ 5.54% |
$42.2K - $51.8K
|
4.72K
$1.26M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
235+ 5.43% |
$40K - $49K
|
4.56K
$1.22M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
230+ 66.09% |
$39.1K - $48K
|
578
$154K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
227+ 1.82% |
$38.6K - $47.4K
|
12.7K
$3.39M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
219New |
$37.3K - $45.7K
|
219
$58.3K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
213New |
$36.2K - $44.5K
|
213
$56.7K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
206+ 16.93% |
$35K - $43K
|
1.42K
$379K
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
206+ 3.55% |
$35K - $43K
|
6.01K
$1.6M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
206+ 3.51% |
$35K - $43K
|
6.07K
$1.62M
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
203+ 1.14% |
$34.5K - $42.4K
|
18K
$4.8M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
203New |
$34.5K - $42.4K
|
203
$54K
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
202+ 1.54% |
$34.4K - $42.2K
|
13.3K
$3.54M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
200+ 31.65% |
$34K - $41.7K
|
832
$222K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
194+ 2.64% |
$33K - $40.5K
|
7.55K
$2.01M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
192New |
$32.7K - $40.1K
|
192
$51.1K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
186+ 2.54% |
$31.6K - $38.8K
|
7.51K
$2M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
185+ 0.71% |
$31.5K - $38.6K
|
26.2K
$6.97M
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
185+ 2.09% |
$31.5K - $38.6K
|
9.04K
$2.41M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
185+ 0.44% |
$31.5K - $38.6K
|
41.8K
$11.1M
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
184+ 23.47% |
$31.3K - $38.4K
|
968
$258K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
173+ 7.13% |
$29.4K - $36.1K
|
2.6K
$692K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
170+ 8.45% |
$28.9K - $35.5K
|
2.18K
$581K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
164New |
$27.9K - $34.2K
|
164
$43.7K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
161+ 1.41% |
$27.4K - $33.6K
|
11.6K
$3.08M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
159+ 2.47% |
$27K - $33.2K
|
6.61K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
152+ 13.3% |
$25.9K - $31.7K
|
1.3K
$345K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
150New |
$25.5K - $31.3K
|
150
$39.9K
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
142+ 8.27% |
$24.2K - $29.6K
|
1.86K
$495K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
141+ 2.04% |
$24K - $29.4K
|
7.07K
$1.88M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
139+ 1.45% |
$23.6K - $29K
|
9.73K
$2.59M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
137+ 7.49% |
$23.3K - $28.6K
|
1.97K
$523K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
131New |
$22.3K - $27.3K
|
131
$34.9K
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
123+ 2.39% |
$20.9K - $25.7K
|
5.26K
$1.4M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
118+ 53.64% |
$20.1K - $24.6K
|
338
$90K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
117+ 1.63% |
$19.9K - $24.4K
|
7.31K
$1.94M
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
104+ 0.9% |
$17.7K - $21.7K
|
11.7K
$3.1M
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
101+ 1.67% |
$17.2K - $21.1K
|
6.16K
$1.64M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
97New |
$16.5K - $20.2K
|
97
$25.8K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
97+ 0.22% |
$16.5K - $20.2K
|
45.1K
$12M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
95+ 8.46% |
$16.2K - $19.8K
|
1.22K
$324K
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
93+ 5.44% |
$15.8K - $19.4K
|
1.8K
$480K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 1.7% |
$15.1K - $18.6K
|
5.32K
$1.42M
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
84+ 1.2% |
$14.3K - $17.5K
|
7.11K
$1.89M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 5.06% |
$13.9K - $17.1K
|
1.7K
$453K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
78+ 4.24% |
$13.3K - $16.3K
|
1.92K
$511K
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
69+ 0.72% |
$11.7K - $14.4K
|
9.7K
$2.58M
|