Purchases and Sales Made in Q4 2021 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2021. 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 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.66KNew |
$858K - $973K
|
3.66K
$952K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.65KNew |
$854K - $969K
|
3.65K
$948K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.63K+ 6.21% |
$851K - $966K
|
62.2K
$16.2M
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.63K+ 238.46% |
$850K - $964K
|
5.15K
$1.34M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.63K+ 352.14% |
$850K - $964K
|
4.66K
$1.21M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.62K+ 3.57% |
$849K - $963K
|
105K
$27.4M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.58KNew |
$839K - $952K
|
3.58K
$931K
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.46KNew |
$810K - $919K
|
3.46K
$898K
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
3.46K+ 0.43% |
$810K - $919K
|
815K
$212M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 12.69% |
$797K - $904K
|
30.2K
$7.85M
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
3.27K+ 4.47% |
$767K - $870K
|
76.5K
$19.9M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.25K+ 9.58% |
$761K - $864K
|
37.2K
$9.66M
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
3.12KNew |
$731K - $829K
|
3.12K
$811K
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.99K+ 33.54% |
$700K - $794K
|
11.9K
$3.09M
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.98K+ 48.94% |
$697K - $791K
|
9.05K
$2.35M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.84KNew |
$665K - $755K
|
2.84K
$738K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.83K+ 3.65% |
$664K - $753K
|
80.5K
$20.9M
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.82KNew |
$661K - $750K
|
2.82K
$734K
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.72KNew |
$638K - $723K
|
2.72K
$708K
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.67K+ 17.9% |
$626K - $710K
|
17.6K
$4.57M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.52K+ 12.12% |
$591K - $670K
|
23.3K
$6.06M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
2.5K+ 105.65% |
$587K - $666K
|
4.87K
$1.27M
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.43KNew |
$569K - $646K
|
2.43K
$632K
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.41KNew |
$565K - $641K
|
2.41K
$627K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.4K+ 15.66% |
$562K - $638K
|
17.7K
$4.61M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.38K+ 162.15% |
$558K - $633K
|
3.85K
$1M
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.36K+ 5.04% |
$553K - $628K
|
49.2K
$12.8M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.34K+ 74.43% |
$548K - $622K
|
5.48K
$1.43M
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 2.76% |
$538K - $611K
|
85.6K
$22.2M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.23KNew |
$522K - $592K
|
2.23K
$579K
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.17KNew |
$508K - $576K
|
2.17K
$564K
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.13KNew |
$498K - $565K
|
2.13K
$552K
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.09K+ 2.2% |
$489K - $554K
|
96.7K
$25.1M
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
2.08KNew |
$488K - $553K
|
2.08K
$541K
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$485K - $550K
|
2.07K
$538K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.07K+ 72.19% |
$485K - $550K
|
4.94K
$1.28M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 20.0% |
$480K - $545K
|
12.3K
$3.2M
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.04KNew |
$478K - $543K
|
2.04K
$531K
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 8.97% |
$476K - $540K
|
24.7K
$6.41M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.03K+ 0.83% |
$475K - $539K
|
245K
$63.8M
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.02K+ 2.32% |
$473K - $537K
|
89.2K
$23.2M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.94K+ 170.35% |
$455K - $516K
|
3.08K
$801K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 6.13% |
$450K - $510K
|
33.2K
$8.64M
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.89KNew |
$443K - $502K
|
1.89K
$491K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.88K+ 18.97% |
$440K - $500K
|
11.8K
$3.06M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.85KNew |
$433K - $492K
|
1.85K
$481K
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.84KNew |
$430K - $488K
|
1.84K
$477K
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$427K - $485K
|
1.82K
$474K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.82KNew |
$426K - $484K
|
1.82K
$473K
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.8KNew |
$422K - $478K
|
1.8K
$468K
|