Purchases and Sales Made in Q2 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
55+ 0.47% |
$9.24K - $12.5K
|
11.7K
$2.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
52+ 2.44% |
$8.73K - $11.8K
|
2.18K
$512K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
51+ 2.87% |
$8.57K - $11.6K
|
1.83K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46+ 0.52% |
$7.73K - $10.5K
|
8.82K
$2.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44+ 12.75% |
$7.39K - $10K
|
389
$91.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43+ 3.37% |
$7.22K - $9.77K
|
1.32K
$310K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
43+ 0.84% |
$7.22K - $9.77K
|
5.18K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
41+ 4.06% |
$6.89K - $9.32K
|
1.05K
$246K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.42% |
$6.72K - $9.09K
|
9.6K
$2.25M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
38New |
$6.38K - $8.63K
|
38
$8.92K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
38+ 2.06% |
$6.38K - $8.63K
|
1.88K
$442K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
36+ 2.64% |
$6.05K - $8.18K
|
1.4K
$329K
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
36+ 3.24% |
$6.05K - $8.18K
|
1.15K
$269K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35+ 29.66% |
$5.88K - $7.95K
|
153
$35.9K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
32+ 2.14% |
$5.37K - $7.27K
|
1.53K
$359K
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
32+ 0.83% |
$5.37K - $7.27K
|
3.88K
$911K
|
|
|
Jul 20, 2022
Q2 2022
|
Dearborn Partners LLC
|
BUY
|
- |
31+ 1.62% |
$5.21K - $7.04K
|
1.94K
$455K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
31+ 0.32% |
$5.21K - $7.04K
|
9.79K
$2.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
31+ 0.32% |
$5.21K - $7.04K
|
9.79K
$2.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
31New |
$5.21K - $7.04K
|
31
$7.28K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.51% |
$5.04K - $6.82K
|
5.9K
$1.39M
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
26+ 8.84% |
$4.37K - $5.91K
|
320
$75.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
26+ 4.45% |
$4.37K - $5.91K
|
610
$143K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
26New |
$4.37K - $5.91K
|
26
$6.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
25+ 1.7% |
$4.2K - $5.68K
|
1.5K
$351K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
24+ 0.91% |
$4.03K - $5.45K
|
2.65K
$622K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22+ 0.8% |
$3.7K - $5K
|
2.77K
$651K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
20+ 0.34% |
$3.36K - $4.54K
|
5.89K
$1.38M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19New |
$3.19K - $4.32K
|
19
$4.46K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.46% |
$3.19K - $4.32K
|
4.13K
$969K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.46% |
$3.19K - $4.32K
|
4.13K
$969K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 16.04% |
$2.86K - $3.86K
|
123
$28.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
15+ 0.91% |
$2.52K - $3.41K
|
1.66K
$390K
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
15+ 0.16% |
$2.52K - $3.41K
|
9.63K
$2.26M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13+ 8.28% |
$2.18K - $2.95K
|
170
$39.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
13+ 37.14% |
$2.18K - $2.95K
|
48
$11.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12+ 0.74% |
$2.02K - $2.73K
|
1.63K
$383K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10New |
$1.68K - $2.27K
|
10
$2.35K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.71% |
$1.51K - $2.04K
|
1.28K
$300K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
9+ 0.29% |
$1.51K - $2.04K
|
3.12K
$732K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
8+ 0.43% |
$1.34K - $1.82K
|
1.89K
$443K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
8+ 0.19% |
$1.34K - $1.82K
|
4.25K
$998K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8+ 0.29% |
$1.34K - $1.82K
|
2.81K
$660K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.29% |
$840 - $1.14K
|
1.72K
$403K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5+ 0.12% |
$840 - $1.14K
|
4.11K
$966K
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$672 - $909
|
37.7K
$8.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3+ 0.17% |
$504 - $682
|
1.77K
$416K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.13% |
$336 - $454
|
1.53K
$360K
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.18% |
$336 - $454
|
1.14K
$267K
|
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.17% |
$336 - $454
|
1.2K
$281K
|