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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
917+ 3.11% |
$166K - $203K
|
30.4K
$7.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
914New |
$165K - $202K
|
914
$238K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
910New |
$165K - $201K
|
910
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
854+ 30.2% |
$154K - $189K
|
3.68K
$960K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
845+ 10.12% |
$153K - $187K
|
9.19K
$2.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
821+ 39.87% |
$149K - $182K
|
2.88K
$751K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
799+ 2.29% |
$145K - $177K
|
35.7K
$9.32M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
793New |
$143K - $175K
|
793
$207K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
765New |
$138K - $169K
|
765
$200K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
764+ 1.7% |
$138K - $169K
|
45.7K
$11.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
748+ 3.68% |
$135K - $165K
|
21.1K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
741+ 16.34% |
$134K - $164K
|
5.28K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
733+ 10.47% |
$133K - $162K
|
7.73K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
731+ 1.57% |
$132K - $162K
|
47.2K
$12.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
730+ 1.98% |
$132K - $161K
|
37.5K
$9.79M
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
727+ 16.99% |
$132K - $161K
|
5.01K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
720+ 18.38% |
$130K - $159K
|
4.64K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
701+ 53.96% |
$127K - $155K
|
2K
$522K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
681+ 11.47% |
$123K - $151K
|
6.62K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
646+ 3.64% |
$117K - $143K
|
18.4K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
646+ 15.46% |
$117K - $143K
|
4.82K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
643+ 11.51% |
$116K - $142K
|
6.23K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
616+ 26.76% |
$111K - $136K
|
2.92K
$761K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
596+ 0.67% |
$108K - $132K
|
88.9K
$23.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
592+ 1.65% |
$107K - $131K
|
36.5K
$9.51M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
588+ 51.4% |
$106K - $130K
|
1.73K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
587New |
$106K - $130K
|
587
$153K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
587+ 391.33% |
$106K - $130K
|
737
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
578+ 1.26% |
$105K - $128K
|
46.3K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
567+ 11.6% |
$103K - $125K
|
5.45K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
560+ 39.97% |
$101K - $124K
|
1.96K
$512K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
556+ 3.65% |
$101K - $123K
|
15.8K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
549+ 30.83% |
$99.3K - $121K
|
2.33K
$608K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
546+ 6.53% |
$98.8K - $121K
|
8.9K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
546+ 18.13% |
$98.8K - $121K
|
3.56K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
546+ 7.24% |
$98.8K - $121K
|
8.09K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
528+ 19.78% |
$95.5K - $117K
|
3.2K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
500+ 32.51% |
$90.5K - $111K
|
2.04K
$532K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
488+ 2.07% |
$88.3K - $108K
|
24K
$6.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
484+ 4.39% |
$87.6K - $107K
|
11.5K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
476+ 1.89% |
$86.1K - $105K
|
25.7K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
469New |
$84.8K - $104K
|
469
$122K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
463New |
$83.8K - $102K
|
463
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
456+ 2.51% |
$82.5K - $101K
|
18.6K
$4.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
438+ 1.87% |
$79.2K - $96.9K
|
23.8K
$6.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
436+ 5.28% |
$78.9K - $96.4K
|
8.69K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
432+ 2.81% |
$78.1K - $95.6K
|
15.8K
$4.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
431+ 5.45% |
$78K - $95.3K
|
8.34K
$2.18M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
430New |
$77.8K - $95.1K
|
430
$112K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
417New |
$75.4K - $92.2K
|
417
$109K
|