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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.42% |
$192 - $214
|
236
$61.6K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.27% |
$192 - $214
|
78
$20.3K
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 0.12% |
$192 - $214
|
823
$215K
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-2- 0.39% |
$383 - $428
|
508
$133K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2- 0.07% |
$383 - $428
|
2.75K
$716K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 3.41% |
$575 - $642
|
85
$22.2K
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3- 0.03% |
$575 - $642
|
9.4K
$2.45M
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3- 0.09% |
$575 - $642
|
3.49K
$911K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.17% |
$767 - $856
|
2.3K
$600K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5- 0.29% |
$958 - $1.07K
|
1.71K
$447K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.67% |
$1.34K - $1.5K
|
1.04K
$272K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-7- 0.55% |
$1.34K - $1.5K
|
1.28K
$333K
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-9- 0.09% |
$1.72K - $1.93K
|
9.9K
$2.58M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9- 0.77% |
$1.72K - $1.93K
|
1.16K
$303K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11- 0.32% |
$2.11K - $2.35K
|
3.41K
$890K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-12- 0.12% |
$2.3K - $2.57K
|
10.2K
$2.65M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13- 24.53% |
$2.49K - $2.78K
|
40
$10.4K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13- 0.36% |
$2.49K - $2.78K
|
3.55K
$927K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-15- 8.11% |
$2.87K - $3.21K
|
170
$44.3K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-16- 24.24% |
$3.07K - $3.42K
|
50
$13K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-17- 0.24% |
$3.26K - $3.64K
|
7.1K
$1.85M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-17- 0.72% |
$3.26K - $3.64K
|
2.33K
$608K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-17- 0.68% |
$3.26K - $3.64K
|
2.48K
$647K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-18- 2.71% |
$3.45K - $3.85K
|
646
$169K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-19- 1.58% |
$3.64K - $4.06K
|
1.18K
$309K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-22- 1.38% |
$4.22K - $4.71K
|
1.57K
$409K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-23- 0.04% |
$4.41K - $4.92K
|
53K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 3.1% |
$4.41K - $4.92K
|
720
$188K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-24- 1.45% |
$4.6K - $5.13K
|
1.63K
$424K
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-24- 0.84% |
$4.6K - $5.13K
|
2.83K
$737K
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25- 0.13% |
$4.79K - $5.35K
|
19.7K
$5.15M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 4.08% |
$4.79K - $5.35K
|
588
$153K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25- 1.33% |
$4.79K - $5.35K
|
1.86K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-26- 0.56% |
$4.98K - $5.56K
|
4.6K
$1.2M
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-28- 0.14% |
$5.37K - $5.99K
|
20.5K
$5.35M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-29- 0.87% |
$5.56K - $6.2K
|
3.31K
$864K
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-30- 1.74% |
$5.75K - $6.42K
|
1.7K
$443K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 0.87% |
$5.75K - $6.42K
|
3.44K
$896K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-30- 0.32% |
$5.75K - $6.42K
|
9.34K
$2.44M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-31- 0.82% |
$5.94K - $6.63K
|
3.73K
$973K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-34- 0.22% |
$6.52K - $7.27K
|
15.5K
$4.04M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-35- 1.23% |
$6.71K - $7.49K
|
2.81K
$732K
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-38- 1.09% |
$7.28K - $8.13K
|
3.44K
$896K
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-40- 1.49% |
$7.67K - $8.56K
|
2.65K
$691K
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-40- 0.7% |
$7.67K - $8.56K
|
5.67K
$1.48M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 5.39% |
$7.86K - $8.77K
|
720
$188K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-42- 1.11% |
$8.05K - $8.99K
|
3.74K
$974K
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-44- 3.26% |
$8.43K - $9.41K
|
1.31K
$341K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-47- 2.15% |
$9.01K - $10.1K
|
2.14K
$558K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-48- 0.45% |
$9.2K - $10.3K
|
10.7K
$2.79M
|