Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-172- 4.75% |
$31.1K - $38K
|
3.45K
$900K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-176- 7.94% |
$31.8K - $38.9K
|
2.04K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-177- 0.34% |
$32K - $39.2K
|
51.3K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-185- 6.6% |
$33.5K - $40.9K
|
2.62K
$683K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-195- 1.08% |
$35.3K - $43.1K
|
17.9K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-206- 1.48% |
$37.3K - $45.6K
|
13.7K
$3.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-210- 12.55% |
$38K - $46.5K
|
1.46K
$382K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-214- 16.85% |
$38.7K - $47.3K
|
1.06K
$275K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-216- 3.59% |
$39.1K - $47.8K
|
5.8K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-216- 3.59% |
$39.1K - $47.8K
|
5.8K
$1.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-217- 1.39% |
$39.3K - $48K
|
15.4K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-219- 1.96% |
$39.6K - $48.4K
|
10.9K
$2.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-224- 9.86% |
$40.5K - $49.5K
|
2.05K
$534K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-226- 3.72% |
$40.9K - $50K
|
5.85K
$1.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-227- 12.33% |
$41.1K - $50.2K
|
1.61K
$421K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-233- 0.44% |
$42.1K - $51.5K
|
52.4K
$13.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-234- 4.44% |
$42.3K - $51.8K
|
5.04K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-235- 9.33% |
$42.5K - $52K
|
2.28K
$596K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-240- 1.7% |
$43.4K - $53.1K
|
13.9K
$3.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-254- 3.52% |
$45.9K - $56.2K
|
6.95K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-255- 1.94% |
$46.1K - $56.4K
|
12.9K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-257- 1.27% |
$46.5K - $56.8K
|
19.9K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-266- 2.85% |
$48.1K - $58.8K
|
9.08K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-267- 2.84% |
$48.3K - $59.1K
|
9.15K
$2.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-269- 4.07% |
$48.7K - $59.5K
|
6.34K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-271- 10.03% |
$49K - $59.9K
|
2.43K
$634K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-285- 5.9% |
$51.6K - $63K
|
4.54K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-293- 1.01% |
$53K - $64.8K
|
28.7K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-295- 1.1% |
$53.4K - $65.3K
|
26.4K
$6.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 16.67% |
$54.3K - $66.4K
|
1.5K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-311- 0.47% |
$56.3K - $68.8K
|
65.5K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-316- 0.9% |
$57.2K - $69.9K
|
34.9K
$9.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-319- 4.49% |
$57.7K - $70.6K
|
6.78K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-319- 4.46% |
$57.7K - $70.6K
|
6.84K
$1.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-320- 30.05% |
$57.9K - $70.8K
|
745
$194K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-321- 0.95% |
$58.1K - $71K
|
33.6K
$8.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-322- 6.98% |
$58.2K - $71.2K
|
4.29K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-340- 11.88% |
$61.5K - $75.2K
|
2.52K
$658K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-343- 8.32% |
$62K - $75.9K
|
3.78K
$986K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-348- 6.63% |
$63K - $77K
|
4.9K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-358- 3.09% |
$64.8K - $79.2K
|
11.2K
$2.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-365- 3.89% |
$66K - $80.7K
|
9.02K
$2.35M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-375- 3.1% |
$67.8K - $83K
|
11.7K
$3.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-386- 0.7% |
$69.8K - $85.4K
|
54.5K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-390- 14.72% |
$70.6K - $86.3K
|
2.26K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-406- 5.41% |
$73.4K - $89.8K
|
7.09K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-409- 6.18% |
$74K - $90.5K
|
6.21K
$1.62M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-420- 3.26% |
$76K - $92.9K
|
12.5K
$3.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-425- 8.86% |
$76.9K - $94K
|
4.37K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-435- 3.95% |
$78.7K - $96.2K
|
10.6K
$2.76M
|