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 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-450- 2.86% |
$81.4K - $99.5K
|
15.3K
$3.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-478- 9.29% |
$86.5K - $106K
|
4.67K
$1.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-488- 0.5% |
$88.3K - $108K
|
98K
$25.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-489- 5.93% |
$88.5K - $108K
|
7.75K
$2.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-518- 3.44% |
$93.7K - $115K
|
14.6K
$3.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-534- 9.09% |
$96.6K - $118K
|
5.34K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-537- 11.68% |
$97.1K - $119K
|
4.06K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-546- 7.98% |
$98.8K - $121K
|
6.3K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-546- 17.32% |
$98.8K - $121K
|
2.61K
$680K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-548- 6.33% |
$99.1K - $121K
|
8.11K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-548- 6.33% |
$99.1K - $121K
|
8.11K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-587- 5.09% |
$106K - $130K
|
10.9K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-588- 58.57% |
$106K - $130K
|
416
$109K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-588- 58.57% |
$106K - $130K
|
416
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-623- 3.02% |
$113K - $138K
|
20K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-628- 3.18% |
$114K - $139K
|
19.1K
$4.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-635- 16.13% |
$115K - $140K
|
3.3K
$861K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-663- 7.63% |
$120K - $147K
|
8.02K
$2.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-668- 40.41% |
$121K - $148K
|
985
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-668- 0.58% |
$121K - $148K
|
114K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-673- 3.88% |
$122K - $149K
|
16.7K
$4.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-685- 97.72% |
$124K - $152K
|
16
$4.17K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-707- 5.53% |
$128K - $156K
|
12.1K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-720- 5.17% |
$130K - $159K
|
13.2K
$3.45M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-721- 11.8% |
$130K - $159K
|
5.39K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-722- 20.78% |
$131K - $160K
|
2.75K
$718K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-730- 5.26% |
$132K - $161K
|
13.1K
$3.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-737- 12.4% |
$133K - $163K
|
5.21K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-741- 0.94% |
$134K - $164K
|
78K
$20.4M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-791- 4.87% |
$143K - $175K
|
15.5K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-795- 17.51% |
$144K - $176K
|
3.75K
$977K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-808- 21.46% |
$146K - $179K
|
2.96K
$772K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-820- 13.01% |
$148K - $181K
|
5.48K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-821- 4.03% |
$149K - $182K
|
19.6K
$5.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-830- 0.17% |
$150K - $184K
|
494K
$129M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-837- 3.01% |
$151K - $185K
|
26.9K
$7.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-845- 2.43% |
$153K - $187K
|
33.9K
$8.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-871- 2.04% |
$158K - $193K
|
41.7K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-889- 4.7% |
$161K - $197K
|
18K
$4.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-907- 2.32% |
$164K - $201K
|
38.2K
$9.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-954- 4.9% |
$173K - $211K
|
18.5K
$4.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-968- 0.09% |
$175K - $214K
|
1.03M
$268M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-979- 6.31% |
$177K - $217K
|
14.5K
$3.79M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-1K- 5.22% |
$182K - $222K
|
18.2K
$4.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.02K- 5.25% |
$185K - $227K
|
18.5K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.06K- 0.88% |
$191K - $234K
|
120K
$31.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.08K- 14.5% |
$195K - $238K
|
6.36K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.19K- 8.6% |
$215K - $263K
|
12.7K
$3.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-1.26K- 1.92% |
$227K - $278K
|
64.1K
$16.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.3K- 3.63% |
$235K - $288K
|
34.5K
$8.99M
|