Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
207M+ 143970.27% |
$34.3B - $40.1B
|
207M
$54.1B
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
263K+ 820.87% |
$43.7M - $51.1M
|
295K
$77.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
135K+ 401.62% |
$22.3M - $26.1M
|
168K
$43.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
117KNew |
$19.4M - $22.6M
|
117K
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
93.6K+ 5.51% |
$15.5M - $18.1M
|
1.79M
$469M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
85.2K+ 199.15% |
$14.1M - $16.5M
|
128K
$33.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.9K+ 40.62% |
$13.1M - $15.3M
|
273K
$71.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
73.6KNew |
$12.2M - $14.3M
|
73.6K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64.9KNew |
$10.8M - $12.6M
|
64.9K
$17M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
63.9KNew |
$10.6M - $12.4M
|
63.9K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
59.6K+ 242.23% |
$9.89M - $11.6M
|
84.3K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.1KNew |
$9.64M - $11.3M
|
58.1K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
46.4K+ 4.72% |
$7.69M - $8.99M
|
1.03M
$269M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
31.9KNew |
$5.3M - $6.19M
|
31.9K
$8.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
25.7KNew |
$4.26M - $4.98M
|
25.7K
$6.71M
|
|
|
Apr 27, 2023
Q4 2022
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
23.8KNew |
$3.95M - $4.61M
|
23.8K
$6.22M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
22.1K+ 8.88% |
$3.66M - $4.28M
|
270K
$70.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
21.4KNew |
$3.55M - $4.15M
|
21.4K
$5.6M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.8K+ 97.26% |
$3.44M - $4.03M
|
42.1K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.4K+ 23.5% |
$3.39M - $3.96M
|
107K
$28.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.1K+ 22.49% |
$3.33M - $3.89M
|
109K
$28.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.9K+ 1167.53% |
$3.3M - $3.85M
|
21.6K
$5.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
19.7K+ 18.99% |
$3.26M - $3.81M
|
123K
$32.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
18.9K+ 11.66% |
$3.14M - $3.67M
|
181K
$47.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
18.1K+ 280.69% |
$3M - $3.5M
|
24.5K
$6.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16.7K+ 36.01% |
$2.76M - $3.23M
|
62.9K
$16.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.4KNew |
$2.38M - $2.78M
|
14.4K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
14.2KNew |
$2.36M - $2.76M
|
14.2K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14.1KNew |
$2.33M - $2.73M
|
14.1K
$3.68M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
14K+ 14.49% |
$2.32M - $2.72M
|
111K
$28.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
13.9K+ 32.96% |
$2.3M - $2.69M
|
56K
$14.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13.9K+ 5.28% |
$2.3M - $2.69M
|
276K
$72.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
13.6KNew |
$2.26M - $2.64M
|
13.6K
$3.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
13.6K+ 243.46% |
$2.26M - $2.64M
|
19.2K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.5K+ 74.95% |
$2.24M - $2.62M
|
31.6K
$8.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
12.8KNew |
$2.13M - $2.49M
|
12.8K
$3.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.5K+ 17.11% |
$2.07M - $2.42M
|
85.6K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
11.7KNew |
$1.94M - $2.26M
|
11.7K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.6KNew |
$1.93M - $2.25M
|
11.6K
$3.03M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11K+ 380.04% |
$1.83M - $2.13M
|
13.9K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 8.4% |
$1.8M - $2.11M
|
140K
$36.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
10.6KNew |
$1.76M - $2.06M
|
10.6K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.1K+ 140.13% |
$1.67M - $1.95M
|
17.3K
$4.52M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.74KNew |
$1.62M - $1.89M
|
9.74K
$2.55M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.73KNew |
$1.61M - $1.89M
|
9.73K
$2.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
9.63K+ 580.47% |
$1.6M - $1.87M
|
11.3K
$2.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
9.62K+ 26.67% |
$1.59M - $1.86M
|
45.7K
$11.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
9.52K+ 61.54% |
$1.58M - $1.85M
|
25K
$6.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.2K+ 24.42% |
$1.53M - $1.78M
|
46.9K
$12.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
9.06KNew |
$1.5M - $1.76M
|
9.06K
$2.37M
|