Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2022. 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 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.13% |
$166 - $194
|
781
$208K
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1- 0.01% |
$166 - $194
|
13.9K
$3.7M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1- 0.08% |
$166 - $194
|
1.26K
$336K
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$166 - $194
|
11.3K
$3M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1- 0.01% |
$166 - $194
|
8.9K
$2.37M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.05% |
$166 - $194
|
1.96K
$522K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-2- 0.09% |
$332 - $388
|
2.11K
$562K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.53% |
$332 - $388
|
373
$99.3K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5- 0.4% |
$829 - $969
|
1.26K
$335K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-7- 0.34% |
$1.16K - $1.36K
|
2.02K
$538K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-11- 1.29% |
$1.82K - $2.13K
|
840
$224K
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-13- 0.03% |
$2.16K - $2.52K
|
42.8K
$11.4M
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-15- 0.63% |
$2.49K - $2.91K
|
2.35K
$626K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18- 0.17% |
$2.99K - $3.49K
|
10.6K
$2.83M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-18- 0.29% |
$2.99K - $3.49K
|
6.16K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-19- 1.36% |
$3.15K - $3.68K
|
1.38K
$368K
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-20- 0.53% |
$3.32K - $3.88K
|
3.73K
$992K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-20- 0.27% |
$3.32K - $3.88K
|
7.49K
$1.99M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-20- 0.77% |
$3.32K - $3.88K
|
2.57K
$684K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-20- 23.26% |
$3.32K - $3.88K
|
66
$17.6K
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-24- 0.36% |
$3.98K - $4.65K
|
6.59K
$1.75M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.7% |
$3.98K - $4.65K
|
487
$130K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-27- 2.06% |
$4.48K - $5.23K
|
1.28K
$342K
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-28- 1.38% |
$4.64K - $5.43K
|
2K
$532K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-28- 0.07% |
$4.64K - $5.43K
|
41.8K
$11.1M
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-29- 1.99% |
$4.81K - $5.62K
|
1.43K
$380K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-31- 2.83% |
$5.14K - $6.01K
|
1.07K
$284K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-38- 0.81% |
$6.3K - $7.37K
|
4.63K
$1.23M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-39- 2.1% |
$6.47K - $7.56K
|
1.82K
$485K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 0.58% |
$6.63K - $7.75K
|
6.8K
$1.81M
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-41- 2.09% |
$6.8K - $7.95K
|
1.92K
$512K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-43- 2.15% |
$7.13K - $8.33K
|
1.96K
$521K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 1.25% |
$7.46K - $8.72K
|
3.54K
$944K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-47- 2.05% |
$7.79K - $9.11K
|
2.25K
$598K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-52- 1.12% |
$8.62K - $10.1K
|
4.6K
$1.22M
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-60- 0.93% |
$9.95K - $11.6K
|
6.4K
$1.7M
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-62- 1.15% |
$10.3K - $12K
|
5.33K
$1.42M
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-63- 1.43% |
$10.4K - $12.2K
|
4.36K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-65- 0.31% |
$10.8K - $12.6K
|
20.8K
$5.54M
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-67- 0.72% |
$11.1K - $13K
|
9.23K
$2.46M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-67- 0.53% |
$11.1K - $13K
|
12.7K
$3.37M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-70- 17.59% |
$11.6K - $13.6K
|
328
$87.3K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-70- 9.83% |
$11.6K - $13.6K
|
642
$171K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-71- 1.42% |
$11.8K - $13.8K
|
4.94K
$1.32M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-74- 33.94% |
$12.3K - $14.3K
|
144
$38.3K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-74- 1.78% |
$12.3K - $14.3K
|
4.09K
$1.09M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-74- 0.55% |
$12.3K - $14.3K
|
13.3K
$3.55M
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-77- 2.48% |
$12.8K - $14.9K
|
3.03K
$806K
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-79- 2.71% |
$13.1K - $15.3K
|
2.83K
$754K
|