Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.43KNew |
$1.23M - $1.38M
|
6.43K
$1.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.43K+ 363.69% |
$1.23M - $1.38M
|
8.2K
$2.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.38K+ 9.56% |
$1.22M - $1.37M
|
73.2K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.37K+ 44.89% |
$1.22M - $1.36M
|
20.6K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
6.28K+ 714.56% |
$1.2M - $1.34M
|
7.16K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
6.09KNew |
$1.17M - $1.3M
|
6.09K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.03KNew |
$1.16M - $1.29M
|
6.03K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.92K+ 10.66% |
$1.13M - $1.27M
|
61.4K
$15.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.64K+ 2.43% |
$1.08M - $1.21M
|
238K
$61M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
5.61K+ 124.43% |
$1.08M - $1.2M
|
10.1K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
5.61K+ 1.86% |
$1.07M - $1.2M
|
307K
$78.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.33K+ 24.39% |
$1.02M - $1.14M
|
27.2K
$6.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 355.41% |
$964K - $1.08M
|
6.44K
$1.65M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.76K+ 9.5% |
$913K - $1.02M
|
54.9K
$14.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.59K+ 5.57% |
$879K - $981K
|
86.9K
$22.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.52K+ 33.17% |
$866K - $967K
|
18.1K
$4.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.45K+ 92.0% |
$853K - $952K
|
9.29K
$2.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.41KNew |
$845K - $944K
|
4.41K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.06K+ 3.28% |
$777K - $868K
|
128K
$32.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.98K+ 3.41% |
$763K - $852K
|
121K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.83K+ 62.39% |
$733K - $818K
|
9.96K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.58K+ 28.95% |
$687K - $767K
|
16K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.58K+ 38.27% |
$687K - $767K
|
12.9K
$3.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.56K+ 2.75% |
$683K - $762K
|
133K
$34.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
3.48KNew |
$667K - $744K
|
3.48K
$891K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.48K+ 13.86% |
$667K - $744K
|
28.6K
$7.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.3K+ 3.44% |
$632K - $706K
|
99.1K
$25.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.23KNew |
$618K - $690K
|
3.23K
$827K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.07K+ 8.04% |
$588K - $657K
|
41.2K
$10.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.98K+ 29.84% |
$570K - $637K
|
12.9K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.88K+ 42.64% |
$552K - $616K
|
9.64K
$2.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.72KNew |
$521K - $581K
|
2.72K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.7K+ 22.31% |
$518K - $578K
|
14.8K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.67K+ 91.86% |
$512K - $572K
|
5.59K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.67K+ 1.43% |
$512K - $571K
|
190K
$48.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
2.49KNew |
$478K - $533K
|
2.49K
$639K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.46K+ 11.76% |
$471K - $526K
|
23.4K
$5.99M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.41K+ 18.78% |
$462K - $515K
|
15.2K
$3.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.15K+ 34.52% |
$411K - $459K
|
8.36K
$2.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.13K+ 6.1% |
$407K - $455K
|
37K
$9.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.96K+ 5.64% |
$376K - $420K
|
36.8K
$9.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.92K+ 3.38% |
$367K - $410K
|
58.5K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.9K+ 10.4% |
$364K - $406K
|
20.2K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.89K+ 2.56% |
$362K - $404K
|
75.7K
$19.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.87K+ 54.97% |
$357K - $399K
|
5.26K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.83K+ 3.82% |
$350K - $391K
|
49.7K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.69K+ 45.28% |
$324K - $362K
|
5.43K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.67K+ 144.64% |
$320K - $358K
|
2.83K
$724K
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 55.48% |
$316K - $353K
|
4.62K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.55K+ 15.9% |
$297K - $332K
|
11.3K
$2.9M
|