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
|
Kanawha Capital Management LLC
|
BUY
|
- |
41+ 1.4% |
$7.42K - $9.07K
|
2.98K
$778K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 0.22% |
$6.87K - $8.41K
|
17K
$4.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 6.92% |
$6.51K - $7.96K
|
556
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33+ 0.59% |
$5.97K - $7.3K
|
5.62K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
32+ 0.47% |
$5.79K - $7.08K
|
6.84K
$1.79M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
32+ 3200.0% |
$5.79K - $7.08K
|
33
$8.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
31New |
$5.61K - $6.86K
|
31
$8.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
29+ 1.31% |
$5.25K - $6.41K
|
2.24K
$586K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
28+ 0.26% |
$5.07K - $6.19K
|
10.6K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
28+ 0.0% |
$5.07K - $6.19K
|
656K
$171M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
26New |
$4.7K - $5.75K
|
26
$6.79K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
23+ 0.35% |
$4.16K - $5.09K
|
6.54K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23+ 31.51% |
$4.16K - $5.09K
|
96
$25.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23New |
$4.16K - $5.09K
|
23
$6.01K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
21+ 0.01% |
$3.8K - $4.65K
|
176K
$46M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
21New |
$3.8K - $4.65K
|
21
$5.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20New |
$3.62K - $4.42K
|
20
$5.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
20+ 2.65% |
$3.62K - $4.42K
|
775
$202K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.59% |
$3.08K - $3.76K
|
2.91K
$760K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
16+ 0.55% |
$2.89K - $3.54K
|
2.91K
$760K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11+ 0.44% |
$1.99K - $2.43K
|
2.5K
$652K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
9+ 0.39% |
$1.63K - $1.99K
|
2.34K
$612K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
9+ 0.21% |
$1.63K - $1.99K
|
4.21K
$1.1M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 13.56% |
$1.45K - $1.77K
|
67
$17.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 13.56% |
$1.45K - $1.77K
|
67
$17.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7+ 0.18% |
$1.27K - $1.55K
|
3.96K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
6+ 0.29% |
$1.09K - $1.33K
|
2.08K
$543K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 0.88% |
$1.09K - $1.33K
|
691
$181K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
5+ 0.32% |
$905 - $1.11K
|
1.58K
$413K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$905 - $1.11K
|
5
$1.31K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 1.47% |
$905 - $1.11K
|
345
$90.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5+ 0.24% |
$905 - $1.11K
|
2.1K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$905 - $1.11K
|
5
$1.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.25% |
$724 - $885
|
1.63K
$425K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.26% |
$724 - $885
|
1.52K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
4+ 0.84% |
$724 - $885
|
478
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.14% |
$724 - $885
|
2.84K
$743K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3+ 0.26% |
$543 - $664
|
1.15K
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3+ 0.21% |
$543 - $664
|
1.42K
$372K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.31% |
$362 - $442
|
648
$169K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$362 - $442
|
2.15K
$560K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$362 - $442
|
1.48K
$386K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$362 - $442
|
1.05K
$275K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$362 - $442
|
10.2K
$2.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.17% |
$362 - $442
|
1.21K
$316K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.15% |
$362 - $442
|
1.35K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$362 - $442
|
1.04K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2+ 0.16% |
$362 - $442
|
1.28K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.57% |
$362 - $442
|
129
$33.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.12% |
$362 - $442
|
1.63K
$426K
|