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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
75+ 1.65% |
$14.4K - $16K
|
4.62K
$1.21M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
73New |
$14K - $15.6K
|
73
$19.1K
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
70+ 2.38% |
$13.4K - $15K
|
3.01K
$787K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
68+ 3.97% |
$13K - $14.5K
|
1.78K
$465K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
67+ 6.29% |
$12.8K - $14.3K
|
1.13K
$296K
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
66+ 0.42% |
$12.6K - $14.1K
|
15.8K
$4.12M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66+ 9.15% |
$12.6K - $14.1K
|
787
$206K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
65New |
$12.5K - $13.9K
|
65
$17K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
62+ 563.64% |
$11.9K - $13.3K
|
73
$19.1K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62+ 1.51% |
$11.9K - $13.3K
|
4.18K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
59+ 3.15% |
$11.3K - $12.6K
|
1.93K
$505K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
58+ 2.62% |
$11.1K - $12.4K
|
2.27K
$594K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
56+ 1.98% |
$10.7K - $12K
|
2.89K
$755K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56+ 1.41% |
$10.7K - $12K
|
4.01K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 0.35% |
$10.3K - $11.6K
|
15.7K
$4.09M
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
53+ 0.67% |
$10.2K - $11.3K
|
7.91K
$2.07M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
52+ 1.26% |
$9.97K - $11.1K
|
4.17K
$1.09M
|
|
Nov 09, 2023
Q3 2023
|
University Of Texas
|
BUY
|
- |
52New |
$9.97K - $11.1K
|
52
$13.6K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
52+ 0.47% |
$9.97K - $11.1K
|
11K
$2.88M
|
|
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
52New |
$9.97K - $11.1K
|
52
$13.6K
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
51+ 0.77% |
$9.77K - $10.9K
|
6.63K
$1.73M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50New |
$9.58K - $10.7K
|
50
$13.1K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
49+ 8.48% |
$9.39K - $10.5K
|
627
$164K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
49New |
$9.39K - $10.5K
|
49
$12.8K
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
48+ 2.41% |
$9.2K - $10.3K
|
2.04K
$532K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
48+ 2.11% |
$9.2K - $10.3K
|
2.32K
$606K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
44+ 1.17% |
$8.43K - $9.41K
|
3.8K
$993K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
42+ 1.16% |
$8.05K - $8.99K
|
3.66K
$956K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
42+ 0.17% |
$8.05K - $8.99K
|
24.8K
$6.48M
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40+ 210.53% |
$7.67K - $8.56K
|
59
$15.4K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
40+ 210.53% |
$7.67K - $8.56K
|
59
$15.4K
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
37+ 2.05% |
$7.09K - $7.92K
|
1.84K
$481K
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
35+ 1.54% |
$6.71K - $7.49K
|
2.3K
$601K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35+ 2.78% |
$6.71K - $7.49K
|
1.3K
$338K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
34+ 1.06% |
$6.52K - $7.27K
|
3.24K
$847K
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
32+ 1.58% |
$6.13K - $6.85K
|
2.06K
$539K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
30+ 10.0% |
$5.75K - $6.42K
|
330
$86.2K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
28+ 0.31% |
$5.37K - $5.99K
|
9.16K
$2.39M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
28+ 4.61% |
$5.37K - $5.99K
|
635
$166K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
26+ 2.66% |
$4.98K - $5.56K
|
1K
$262K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25New |
$4.79K - $5.35K
|
25
$6.53K
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
25+ 0.07% |
$4.79K - $5.35K
|
35.2K
$9.21M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
23+ 0.25% |
$4.41K - $4.92K
|
9.12K
$2.38M
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
22+ 0.7% |
$4.22K - $4.71K
|
3.16K
$825K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.3% |
$4.02K - $4.49K
|
7.11K
$1.86M
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.35% |
$3.83K - $4.28K
|
5.68K
$1.49M
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 1.95% |
$3.83K - $4.28K
|
1.05K
$274K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18+ 450.0% |
$3.45K - $3.85K
|
22
$5.75K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
18+ 0.46% |
$3.45K - $3.85K
|
3.97K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 4.28% |
$3.45K - $3.85K
|
439
$115K
|