Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.85K- 17.47% |
$506K - $580K
|
13.5K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.01K- 62.86% |
$535K - $614K
|
1.78K
$465K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.08K- 20.49% |
$546K - $626K
|
11.9K
$3.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.46K- 63.93% |
$614K - $704K
|
1.95K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.47K- 2.47% |
$616K - $707K
|
137K
$35.7M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.77K- 41.14% |
$669K - $767K
|
5.39K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-3.82K- 92.88% |
$678K - $778K
|
293
$76.6K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.95K- 51.95% |
$701K - $805K
|
3.66K
$955K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-3.99K- 10.98% |
$708K - $813K
|
32.4K
$8.46M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.06K- 37.48% |
$720K - $826K
|
6.77K
$1.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-4.19K- 39.46% |
$744K - $854K
|
6.43K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 5.89% |
$806K - $925K
|
72.6K
$19M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.8K- 14.12% |
$852K - $977K
|
29.2K
$7.63M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-4.84KClosed |
$858K - $985K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.96K- 1.83% |
$880K - $1.01M
|
265K
$69.4M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.12K- 33.15% |
$909K - $1.04M
|
10.3K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.18K- 22.26% |
$918K - $1.05M
|
18.1K
$4.72M
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.21K- 83.42% |
$924K - $1.06M
|
1.04K
$270K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.24K- 20.34% |
$929K - $1.07M
|
20.5K
$5.36M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.1K- 12.35% |
$1.08M - $1.24M
|
43.3K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.34K- 56.16% |
$1.12M - $1.29M
|
4.95K
$1.29M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.53K- 24.63% |
$1.16M - $1.33M
|
20K
$5.22M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.57K- 3.46% |
$1.17M - $1.34M
|
183K
$47.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.05K- 11.73% |
$1.25M - $1.43M
|
53K
$13.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.39K- 20.82% |
$1.31M - $1.5M
|
28.1K
$7.34M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.46K- 9.12% |
$1.32M - $1.52M
|
74.3K
$19.4M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.8K- 1.71% |
$1.38M - $1.59M
|
449K
$117M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-8.4K- 0.82% |
$1.49M - $1.71M
|
1.02M
$267M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.66K- 36.56% |
$1.54M - $1.76M
|
15K
$3.93M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.45K- 50.49% |
$1.68M - $1.92M
|
9.26K
$2.42M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.45K- 50.49% |
$1.68M - $1.92M
|
9.26K
$2.42M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.57K- 55.38% |
$1.7M - $1.95M
|
7.71K
$2.01M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.85K- 7.98% |
$1.75M - $2M
|
113K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.9K- 3.16% |
$1.94M - $2.23M
|
334K
$87.4M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.3K- 6.18% |
$2M - $2.29M
|
171K
$44.7M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.7K- 82.05% |
$2.07M - $2.37M
|
2.55K
$667K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-11.8K- 3.12% |
$2.09M - $2.4M
|
366K
$95.7M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-12.1K- 62.91% |
$2.15M - $2.46M
|
7.13K
$1.86M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.6K- 2.55% |
$3.3M - $3.79M
|
711K
$186M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.4K- 1.28% |
$3.44M - $3.95M
|
1.5M
$392M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.2K- 4.58% |
$3.59M - $4.12M
|
422K
$110M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-20.8K- 49.31% |
$3.69M - $4.23M
|
21.4K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.5K- 7.86% |
$3.81M - $4.37M
|
252K
$65.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.4K- 1.62% |
$5.22M - $5.98M
|
1.79M
$466M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 1.66% |
$6.16M - $7.07M
|
2.05M
$536M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-41K- 40.28% |
$7.28M - $8.36M
|
60.9K
$15.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-186K- 85.26% |
$32.9M - $37.8M
|
32.1K
$8.38M
|