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 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
808+ 6.96% |
$143K - $165K
|
12.4K
$3.25M
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
793+ 7.06% |
$141K - $161K
|
12K
$3.14M
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
764+ 39.08% |
$136K - $156K
|
2.72K
$710K
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
754+ 0.74% |
$134K - $154K
|
102K
$26.7M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
740+ 38.7% |
$131K - $151K
|
2.65K
$693K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
712New |
$126K - $145K
|
712
$186K
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
BUY
|
- |
709+ 4.23% |
$126K - $144K
|
17.5K
$4.56M
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
692+ 3.91% |
$123K - $141K
|
18.4K
$4.81M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
691+ 35.26% |
$123K - $141K
|
2.65K
$693K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
685New |
$122K - $139K
|
685
$179K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
675+ 7.58% |
$120K - $137K
|
9.58K
$2.5M
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
635+ 1.99% |
$113K - $129K
|
32.6K
$8.51M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
632+ 36.81% |
$112K - $129K
|
2.35K
$614K
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
632+ 8.9% |
$112K - $129K
|
7.74K
$2.02M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
631New |
$112K - $128K
|
631
$165K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
615New |
$109K - $125K
|
615
$161K
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
607+ 5.1% |
$108K - $124K
|
12.5K
$3.27M
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
591+ 49.17% |
$105K - $120K
|
1.79K
$468K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
575+ 15.19% |
$102K - $117K
|
4.36K
$1.14M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
572+ 4.28% |
$101K - $116K
|
14K
$3.65M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
540+ 34.62% |
$95.8K - $110K
|
2.1K
$549K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
526+ 21.72% |
$93.3K - $107K
|
2.95K
$770K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
509+ 8.3% |
$90.3K - $104K
|
6.64K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
506+ 12.28% |
$89.8K - $103K
|
4.63K
$1.21M
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
506+ 0.9% |
$89.8K - $103K
|
56.5K
$14.8M
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
497+ 6.49% |
$88.2K - $101K
|
8.15K
$2.13M
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
495+ 2.67% |
$87.8K - $101K
|
19.1K
$4.98M
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
492+ 1.03% |
$87.3K - $100K
|
48.4K
$12.6M
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
460+ 9.22% |
$81.6K - $93.7K
|
5.45K
$1.42M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
448+ 6.51% |
$79.5K - $91.2K
|
7.33K
$1.91M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
440+ 7.46% |
$78.1K - $89.6K
|
6.34K
$1.66M
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
415New |
$73.6K - $84.5K
|
415
$108K
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
400+ 57.14% |
$71K - $81.4K
|
1.1K
$287K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
389+ 9.6% |
$69K - $79.2K
|
4.44K
$1.16M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
350+ 4.99% |
$62.1K - $71.3K
|
7.37K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
345+ 1.41% |
$61.2K - $70.2K
|
24.9K
$6.49M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
323+ 4.28% |
$57.3K - $65.8K
|
7.87K
$2.06M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
319+ 0.84% |
$56.6K - $65K
|
38.5K
$10.1M
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
318+ 15.3% |
$56.4K - $64.7K
|
2.4K
$626K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
312+ 20.31% |
$55.4K - $63.5K
|
1.85K
$483K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
311+ 16.21% |
$55.2K - $63.3K
|
2.23K
$582K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
307+ 18.93% |
$54.5K - $62.5K
|
1.93K
$504K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
306+ 1.46% |
$54.3K - $62.3K
|
21.3K
$5.57M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
301+ 2.1% |
$53.4K - $61.3K
|
14.6K
$3.82M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
293New |
$52K - $59.7K
|
293
$76.6K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
288New |
$51.1K - $58.6K
|
288
$75.2K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
282+ 2.66% |
$50K - $57.4K
|
10.9K
$2.85M
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
254+ 9.49% |
$45.1K - $51.7K
|
2.93K
$766K
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
247+ 2.11% |
$43.8K - $50.3K
|
12K
$3.12M
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
247+ 15.18% |
$43.8K - $50.3K
|
1.87K
$490K
|