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 |
---|---|---|---|---|---|---|---|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
188+ 1.06% |
$44K - $50K
|
17.9K
$4.64M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
185+ 8.34% |
$43.3K - $49.2K
|
2.4K
$624K
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
182+ 9.46% |
$42.6K - $48.4K
|
2.11K
$547K
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
175+ 1.4% |
$41K - $46.5K
|
12.6K
$3.29M
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
171New |
$40.1K - $45.5K
|
171
$44.5K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
153New |
$35.8K - $40.7K
|
153
$39.8K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
146+ 2.45% |
$34.2K - $38.8K
|
6.1K
$1.59M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
143+ 2.35% |
$33.5K - $38K
|
6.22K
$1.62M
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
134New |
$31.4K - $35.6K
|
134
$34.8K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
133New |
$31.2K - $35.4K
|
133
$34.6K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
133+ 11.66% |
$31.2K - $35.4K
|
1.27K
$331K
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
129+ 1.18% |
$30.2K - $34.3K
|
11.1K
$2.88M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
127+ 1.22% |
$29.8K - $33.8K
|
10.6K
$2.75M
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
125New |
$29.3K - $33.2K
|
125
$32.5K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
124New |
$29.1K - $33K
|
124
$32.2K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
120New |
$28.1K - $31.9K
|
120
$31.2K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
115+ 4.25% |
$26.9K - $30.6K
|
2.82K
$734K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
112New |
$26.2K - $29.8K
|
112
$29.1K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
112+ 0.44% |
$26.2K - $29.8K
|
25.4K
$6.59M
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
109+ 0.09% |
$25.5K - $29K
|
128K
$33.2M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
107+ 2.56% |
$25.1K - $28.4K
|
4.29K
$1.12M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
103+ 0.59% |
$24.1K - $27.4K
|
17.7K
$4.59M
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
101+ 4.78% |
$23.7K - $26.8K
|
2.22K
$576K
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
101+ 0.38% |
$23.7K - $26.8K
|
26.6K
$6.92M
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
99New |
$23.2K - $26.3K
|
99
$25.7K
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
95+ 1.4% |
$22.3K - $25.3K
|
6.89K
$1.79M
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
95+ 0.5% |
$22.3K - $25.3K
|
19.2K
$5M
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
95New |
$22.3K - $25.3K
|
95
$24.7K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
92+ 1.17% |
$21.6K - $24.5K
|
7.95K
$2.07M
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
86+ 0.67% |
$20.1K - $22.9K
|
12.9K
$3.36M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
84+ 1.69% |
$19.7K - $22.3K
|
5.07K
$1.32M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
75+ 4.25% |
$17.6K - $19.9K
|
1.84K
$478K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
74+ 3.56% |
$17.3K - $19.7K
|
2.15K
$559K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
72+ 2.38% |
$16.9K - $19.1K
|
3.1K
$805K
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
72+ 8.85% |
$16.9K - $19.1K
|
886
$230K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
71+ 7.39% |
$16.6K - $18.9K
|
1.03K
$268K
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.35% |
$16.4K - $18.6K
|
5.25K
$1.37M
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
69+ 37.3% |
$16.2K - $18.3K
|
254
$66K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
67New |
$15.7K - $17.8K
|
67
$17.4K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
63+ 6.1% |
$14.8K - $16.7K
|
1.1K
$285K
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
63New |
$14.8K - $16.7K
|
63
$16.4K
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
60+ 1.88% |
$14.1K - $15.9K
|
3.25K
$844K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
59New |
$13.8K - $15.7K
|
59
$15.3K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
58New |
$13.6K - $15.4K
|
58
$15.1K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
56+ 0.73% |
$13.1K - $14.9K
|
7.7K
$2M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
56+ 0.3% |
$13.1K - $14.9K
|
19K
$4.93M
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
55+ 35.95% |
$12.9K - $14.6K
|
208
$54.1K
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
55+ 1.1% |
$12.9K - $14.6K
|
5.07K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
52+ 0.59% |
$12.2K - $13.8K
|
8.93K
$2.32M
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
52New |
$12.2K - $13.8K
|
52
$13.5K
|