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 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
416+ 6.27% |
$75.3K - $92K
|
7.05K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
416+ 2.61% |
$75.3K - $92K
|
16.4K
$4.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
410+ 0.92% |
$74.2K - $90.7K
|
45K
$11.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
407+ 8.1% |
$73.6K - $90K
|
5.43K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
401+ 33.14% |
$72.5K - $88.7K
|
1.61K
$420K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
388+ 38.61% |
$70.2K - $85.8K
|
1.39K
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
385+ 2.29% |
$69.6K - $85.2K
|
17.2K
$4.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
377+ 16.26% |
$68.2K - $83.4K
|
2.7K
$703K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
376+ 4.0% |
$68K - $83.2K
|
9.77K
$2.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
371+ 18.26% |
$67.1K - $82.1K
|
2.4K
$627K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
361+ 9.38% |
$65.3K - $79.9K
|
4.21K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
351+ 4.52% |
$63.5K - $77.6K
|
8.12K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
333New |
$60.2K - $73.7K
|
333
$86.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
332+ 3.85% |
$60.1K - $73.4K
|
8.97K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 807.5% |
$58.4K - $71.4K
|
363
$94.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
314+ 0.75% |
$56.8K - $69.5K
|
42.3K
$11M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
312+ 6.05% |
$56.4K - $69K
|
5.47K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
312+ 821.05% |
$56.4K - $69K
|
350
$91.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
310+ 3.14% |
$56.1K - $68.6K
|
10.2K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
309+ 12.0% |
$55.9K - $68.4K
|
2.89K
$753K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
295New |
$53.4K - $65.3K
|
295
$76.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
295+ 8.9% |
$53.4K - $65.3K
|
3.61K
$941K
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
290+ 4.29% |
$52.5K - $64.1K
|
7.05K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
288+ 10.76% |
$52.1K - $63.7K
|
2.96K
$773K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
285+ 3.07% |
$51.6K - $63K
|
9.58K
$2.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
282+ 6.69% |
$51K - $62.4K
|
4.5K
$1.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
280+ 8.15% |
$50.7K - $61.9K
|
3.72K
$969K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
274+ 10.08% |
$49.6K - $60.6K
|
2.99K
$781K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
249New |
$45K - $55.1K
|
249
$64.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
246New |
$44.5K - $54.4K
|
246
$64.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
240+ 4.1% |
$43.4K - $53.1K
|
6.1K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
233+ 13.16% |
$42.1K - $51.5K
|
2K
$522K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
229+ 12.31% |
$41.4K - $50.7K
|
2.09K
$545K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
224+ 5.08% |
$40.5K - $49.5K
|
4.64K
$1.21M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
218New |
$39.4K - $48.2K
|
218
$56.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
212+ 11.38% |
$38.4K - $46.9K
|
2.08K
$541K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
212+ 1.79% |
$38.4K - $46.9K
|
12.1K
$3.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
208+ 3.62% |
$37.6K - $46K
|
5.96K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
204+ 25.92% |
$36.9K - $45.1K
|
991
$258K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
203+ 14.22% |
$36.7K - $44.9K
|
1.63K
$425K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
202+ 46.01% |
$36.5K - $44.7K
|
641
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
196+ 0.89% |
$35.5K - $43.4K
|
22.2K
$5.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
193+ 16.3% |
$34.9K - $42.7K
|
1.38K
$359K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
189+ 9.22% |
$34.2K - $41.8K
|
2.24K
$584K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
187+ 7.04% |
$33.8K - $41.4K
|
2.84K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
184+ 0.74% |
$33.3K - $40.7K
|
25K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
174New |
$31.5K - $38.5K
|
174
$45.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
173+ 13.36% |
$31.3K - $38.3K
|
1.47K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
169+ 4.39% |
$30.6K - $37.4K
|
4.02K
$1.05M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
167+ 32.24% |
$30.2K - $36.9K
|
685
$179K
|