Purchases and Sales Made in Q4 2021 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2021. 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 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
936New |
$219K - $249K
|
936
$245K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
920+ 14.78% |
$216K - $245K
|
7.15K
$1.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
900New |
$211K - $239K
|
900
$235K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
893+ 10.22% |
$209K - $237K
|
9.63K
$2.52M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
885+ 14.35% |
$207K - $235K
|
7.05K
$1.84M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
877+ 15.94% |
$205K - $233K
|
6.38K
$1.67M
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
865New |
$203K - $230K
|
865
$226K
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
858New |
$201K - $228K
|
858
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
854+ 29.1% |
$200K - $227K
|
3.79K
$990K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
852New |
$200K - $226K
|
852
$223K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
850New |
$199K - $226K
|
850
$222K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
847New |
$198K - $225K
|
847
$221K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
841New |
$197K - $224K
|
841
$220K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
824+ 45.75% |
$193K - $219K
|
2.63K
$686K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
823+ 28.89% |
$193K - $219K
|
3.67K
$959K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
819New |
$192K - $218K
|
819
$214K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
817New |
$191K - $217K
|
817
$213K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
814New |
$191K - $216K
|
814
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
813+ 5.09% |
$190K - $216K
|
16.8K
$4.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
811New |
$190K - $216K
|
811
$212K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
804New |
$188K - $214K
|
804
$210K
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
800New |
$187K - $213K
|
800
$209K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
794New |
$186K - $211K
|
794
$207K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
793New |
$186K - $211K
|
793
$207K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
782New |
$183K - $208K
|
782
$204K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
781+ 2.55% |
$183K - $208K
|
31.5K
$8.22M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
778+ 4.33% |
$182K - $207K
|
18.8K
$4.9M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
769+ 24.39% |
$180K - $204K
|
3.92K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
769+ 24.39% |
$180K - $204K
|
3.92K
$1.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
741+ 8.67% |
$174K - $197K
|
9.29K
$2.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
714+ 11.32% |
$167K - $190K
|
7.02K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
685New |
$160K - $182K
|
685
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
681New |
$160K - $181K
|
681
$178K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
664+ 5.92% |
$156K - $176K
|
11.9K
$3.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
656+ 0.9% |
$154K - $174K
|
73.4K
$19.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
650+ 1.71% |
$152K - $173K
|
38.7K
$10.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
630+ 15.23% |
$148K - $167K
|
4.77K
$1.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
613+ 13.43% |
$144K - $163K
|
5.18K
$1.35M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
613+ 14.39% |
$144K - $163K
|
4.87K
$1.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
608+ 1293.62% |
$142K - $162K
|
655
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
607+ 15.43% |
$142K - $161K
|
4.54K
$1.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
588+ 33.28% |
$138K - $156K
|
2.36K
$615K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
573+ 0.65% |
$134K - $152K
|
88.8K
$23.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
551New |
$129K - $146K
|
551
$144K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
540New |
$127K - $144K
|
540
$141K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
538+ 20.53% |
$126K - $143K
|
3.16K
$825K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
532+ 8.33% |
$125K - $141K
|
6.92K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
523+ 8.66% |
$123K - $139K
|
6.57K
$1.72M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
510+ 10.36% |
$119K - $136K
|
5.43K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
490+ 15.61% |
$115K - $130K
|
3.63K
$948K
|