Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
238+ 44.91% |
$45.6K - $50.9K
|
768
$200K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
237+ 22.32% |
$45.4K - $50.7K
|
1.3K
$339K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
230+ 5.17% |
$44.1K - $49.2K
|
4.68K
$1.22M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
224New |
$42.9K - $47.9K
|
224
$58.4K
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
222+ 8.31% |
$42.5K - $47.5K
|
2.89K
$754K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
219+ 3.43% |
$42K - $46.9K
|
6.6K
$1.72M
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
216+ 3.72% |
$41.4K - $46.2K
|
6.02K
$1.57M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
207+ 66.13% |
$39.7K - $44.3K
|
520
$136K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
203+ 19.5% |
$38.9K - $43.4K
|
1.24K
$324K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
201+ 5.82% |
$38.5K - $43K
|
3.65K
$953K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
199+ 16.41% |
$38.1K - $42.6K
|
1.41K
$368K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
199+ 2.84% |
$38.1K - $42.6K
|
7.21K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
194+ 1.69% |
$37.2K - $41.5K
|
11.7K
$3.05M
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
189+ 6.17% |
$36.2K - $40.4K
|
3.25K
$848K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
183+ 1.1% |
$35.1K - $39.1K
|
16.8K
$4.39M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
176+ 6.51% |
$33.7K - $37.7K
|
2.88K
$751K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
176New |
$33.7K - $37.7K
|
176
$45.9K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
175+ 1.25% |
$33.5K - $37.4K
|
14.1K
$3.69M
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
174+ 1.27% |
$33.3K - $37.2K
|
13.9K
$3.62M
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
170+ 1.81% |
$32.6K - $36.4K
|
9.57K
$2.5M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
169+ 4.51% |
$32.4K - $36.2K
|
3.92K
$1.02M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
167+ 17.09% |
$32K - $35.7K
|
1.14K
$298K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
158+ 0.36% |
$30.3K - $33.8K
|
44.6K
$11.6M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
157+ 3.23% |
$30.1K - $33.6K
|
5.02K
$1.31M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
152+ 1.88% |
$29.1K - $32.5K
|
8.23K
$2.15M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
141+ 1.65% |
$27K - $30.2K
|
8.68K
$2.26M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
138+ 1.0% |
$26.4K - $29.5K
|
14K
$3.65M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
129+ 8.08% |
$24.7K - $27.6K
|
1.73K
$450K
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
123+ 1.72% |
$23.6K - $26.3K
|
7.27K
$1.9M
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
123New |
$23.6K - $26.3K
|
123
$32.1K
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
123+ 0.53% |
$23.6K - $26.3K
|
23.2K
$6.05M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
118+ 4.41% |
$22.6K - $25.2K
|
2.79K
$729K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
116+ 4.49% |
$22.2K - $24.8K
|
2.7K
$704K
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
108+ 4.24% |
$20.7K - $23.1K
|
2.66K
$693K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
108+ 2.09% |
$20.7K - $23.1K
|
5.27K
$1.37M
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
107+ 0.89% |
$20.5K - $22.9K
|
12.2K
$3.18M
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
107+ 0.89% |
$20.5K - $22.9K
|
12.2K
$3.18M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
106+ 3.27% |
$20.3K - $22.7K
|
3.35K
$873K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
106+ 0.46% |
$20.3K - $22.7K
|
22.9K
$5.98M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
106+ 2.64% |
$20.3K - $22.7K
|
4.12K
$1.08M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
101+ 6.05% |
$19.4K - $21.6K
|
1.77K
$462K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
100+ 4.74% |
$19.2K - $21.4K
|
2.21K
$576K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
100+ 1.27% |
$19.2K - $21.4K
|
7.99K
$2.08M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 1.73% |
$19.2K - $21.4K
|
5.87K
$1.53M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
95+ 1.24% |
$18.2K - $20.3K
|
7.76K
$2.03M
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
94+ 5.71% |
$18K - $20.1K
|
1.74K
$454K
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
94+ 0.09% |
$18K - $20.1K
|
104K
$27.1M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
92+ 0.94% |
$17.6K - $19.7K
|
9.86K
$2.57M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
86+ 3.02% |
$16.5K - $18.4K
|
2.94K
$766K
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
85+ 3.58% |
$16.3K - $18.2K
|
2.46K
$641K
|