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 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.33K- 6.48% |
$240K - $294K
|
19.2K
$5M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.38K- 33.94% |
$250K - $305K
|
2.69K
$701K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.43K- 52.65% |
$259K - $316K
|
1.29K
$335K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.45K- 26.41% |
$262K - $320K
|
4.03K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.47K- 5.6% |
$265K - $325K
|
24.7K
$6.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 26.42% |
$271K - $331K
|
4.17K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.51K- 7.56% |
$273K - $333K
|
18.4K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.59K- 14.99% |
$287K - $351K
|
8.99K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.63K- 8.1% |
$295K - $361K
|
18.5K
$4.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.64K- 7.04% |
$297K - $363K
|
21.7K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.66K- 22.85% |
$301K - $368K
|
5.61K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-1.77K- 0.53% |
$321K - $392K
|
335K
$87.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.81K- 57.58% |
$327K - $399K
|
1.33K
$347K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.92K- 16.0% |
$346K - $424K
|
10.1K
$2.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.97K- 5.33% |
$356K - $436K
|
35K
$9.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.34K- 16.49% |
$422K - $517K
|
11.8K
$3.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.34K- 3.34% |
$423K - $517K
|
67.7K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.47K- 38.34% |
$446K - $546K
|
3.97K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.53K- 3.74% |
$458K - $560K
|
65.1K
$17M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.63K- 18.29% |
$476K - $582K
|
11.7K
$3.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.64K- 7.26% |
$477K - $583K
|
33.7K
$8.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.7K- 51.31% |
$488K - $597K
|
2.56K
$668K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.82K- 11.8% |
$510K - $624K
|
21.1K
$5.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.88K- 5.43% |
$521K - $637K
|
50.1K
$13.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.94K- 35.81% |
$531K - $649K
|
5.26K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.96K- 0.25% |
$535K - $654K
|
1.19M
$310M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.98K- 22.98% |
$538K - $658K
|
9.97K
$2.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.98K- 39.58% |
$539K - $660K
|
4.55K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.11K- 2.75% |
$562K - $687K
|
110K
$28.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.4K- 0.68% |
$615K - $751K
|
494K
$129M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.56K- 17.32% |
$644K - $787K
|
17K
$4.43M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.67K- 6.12% |
$663K - $811K
|
56.2K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.89K- 4.45% |
$704K - $860K
|
83.4K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-4.12K- 17.43% |
$745K - $911K
|
19.5K
$5.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.36K- 80.69% |
$788K - $964K
|
1.04K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.62K- 11.21% |
$836K - $1.02M
|
36.6K
$9.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-4.68K- 2.07% |
$846K - $1.03M
|
222K
$57.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.96K- 36.95% |
$897K - $1.1M
|
8.46K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-5.39K- 10.16% |
$975K - $1.19M
|
47.6K
$12.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.39K- 3.78% |
$976K - $1.19M
|
137K
$35.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-5.49K- 23.98% |
$994K - $1.22M
|
17.4K
$4.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
SELL
|
- |
-5.54K- 8.44% |
$1M - $1.22M
|
60K
$15.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.68K- 78.3% |
$1.03M - $1.26M
|
1.57K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-5.71K- 21.31% |
$1.03M - $1.26M
|
21.1K
$5.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.24K- 30.9% |
$1.13M - $1.38M
|
14K
$3.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.56K- 36.17% |
$1.19M - $1.45M
|
11.6K
$3.02M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.76K- 3.32% |
$1.22M - $1.49M
|
197K
$51.4M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.32K- 86.05% |
$1.32M - $1.62M
|
1.19K
$310K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.34K- 16.08% |
$1.33M - $1.62M
|
38.3K
$9.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-7.58K- 51.17% |
$1.37M - $1.68M
|
7.24K
$1.89M
|