Purchases and Sales Made in Q3 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.14% |
$654 - $730
|
2.1K
$524K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 5.56% |
$654 - $730
|
57
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3+ 0.32% |
$654 - $730
|
945
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.37% |
$654 - $730
|
818
$204K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.09% |
$654 - $730
|
278
$69.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$436 - $487
|
2
$498
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.07% |
$436 - $487
|
2.82K
$703K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$436 - $487
|
1.06K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$436 - $487
|
1.53K
$380K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.17% |
$436 - $487
|
1.17K
$291K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2+ 0.04% |
$436 - $487
|
5.34K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 0.37% |
$436 - $487
|
540
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.17% |
$436 - $487
|
1.16K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$436 - $487
|
1.5K
$373K
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2+ 0.21% |
$436 - $487
|
977
$243K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1New |
$218 - $243
|
1
$249
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
1.94K
$483K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
5.49K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.64% |
$218 - $243
|
158
$39.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$218 - $243
|
1.45K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.02% |
$218 - $243
|
6.44K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.47% |
$218 - $243
|
213
$53K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1+ 0.01% |
$218 - $243
|
8.98K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1+ 0.04% |
$218 - $243
|
2.37K
$590K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.85% |
$218 - $243
|
118
$29.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.05% |
$218 - $243
|
2.19K
$545K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1Closed |
$218 - $243
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1- 0.71% |
$218 - $243
|
139
$34.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2- 0.01% |
$436 - $487
|
21.3K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$654 - $730
|
2.84K
$707K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-5- 0.11% |
$1.09K - $1.22K
|
4.55K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7- 0.01% |
$1.53K - $1.7K
|
47.3K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 5.76% |
$1.74K - $1.95K
|
131
$32.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.91% |
$1.96K - $2.19K
|
985
$245K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-10- 76.92% |
$2.18K - $2.43K
|
3
$747
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-10- 20.0% |
$2.18K - $2.43K
|
40
$9.96K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-10- 2.7% |
$2.18K - $2.43K
|
360
$89.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-11- 0.16% |
$2.4K - $2.68K
|
6.74K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-13- 0.07% |
$2.83K - $3.17K
|
18.2K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-13- 0.09% |
$2.83K - $3.17K
|
14.3K
$3.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-13- 0.32% |
$2.83K - $3.17K
|
4.01K
$997K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15- 0.12% |
$3.27K - $3.65K
|
12.6K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-15- 1.03% |
$3.27K - $3.65K
|
1.44K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17- 0.38% |
$3.71K - $4.14K
|
4.42K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-17- 1.33% |
$3.71K - $4.14K
|
1.26K
$313K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-18- 2.02% |
$3.92K - $4.38K
|
875
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 0.25% |
$3.92K - $4.38K
|
7.1K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18- 1.83% |
$3.92K - $4.38K
|
967
$241K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.29% |
$3.92K - $4.38K
|
6.13K
$1.52M
|