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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
63+ 3.41% |
$10.4K - $12.2K
|
1.91K
$500K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63New |
$10.4K - $12.2K
|
63
$16.5K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
58New |
$9.62K - $11.2K
|
58
$15.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
56+ 0.44% |
$9.29K - $10.9K
|
12.9K
$3.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
55+ 1.48% |
$9.12K - $10.7K
|
3.76K
$983K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55+ 0.35% |
$9.12K - $10.7K
|
15.8K
$4.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
54New |
$8.96K - $10.5K
|
54
$14.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
50+ 4.06% |
$8.29K - $9.69K
|
1.28K
$335K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 0.18% |
$8.29K - $9.69K
|
28.5K
$7.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
40+ 1.25% |
$6.63K - $7.75K
|
3.24K
$846K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
37+ 1.4% |
$6.14K - $7.17K
|
2.68K
$699K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
36+ 0.64% |
$5.97K - $6.98K
|
5.7K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35New |
$5.8K - $6.78K
|
35
$9.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
30New |
$4.98K - $5.81K
|
30
$7.84K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 7.58% |
$4.98K - $5.81K
|
426
$111K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 7.58% |
$4.98K - $5.81K
|
426
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
28+ 1.82% |
$4.64K - $5.43K
|
1.57K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
28+ 0.2% |
$4.64K - $5.43K
|
14.3K
$3.74M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
21+ 4.37% |
$3.48K - $4.07K
|
502
$131K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
21+ 4.37% |
$3.48K - $4.07K
|
502
$131K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
20+ 0.58% |
$3.32K - $3.88K
|
3.5K
$913K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
14+ 2.23% |
$2.32K - $2.71K
|
641
$167K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
14+ 0.74% |
$2.32K - $2.71K
|
1.92K
$501K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.56% |
$1.82K - $2.13K
|
1.98K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
10New |
$1.66K - $1.94K
|
10
$2.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
10New |
$1.66K - $1.94K
|
10
$2.61K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8+ 0.2% |
$1.33K - $1.55K
|
4.1K
$1.07M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 8.86% |
$1.16K - $1.36K
|
86
$22.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7+ 0.17% |
$1.16K - $1.36K
|
4.13K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5+ 3.94% |
$829 - $969
|
132
$34.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.17% |
$829 - $969
|
2.95K
$771K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5New |
$829 - $969
|
5
$1.31K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.17% |
$829 - $969
|
2.95K
$771K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.3% |
$663 - $775
|
1.36K
$355K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.26% |
$663 - $775
|
1.54K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.18% |
$663 - $775
|
2.22K
$579K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.19% |
$498 - $581
|
1.56K
$408K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.23% |
$498 - $581
|
1.29K
$337K
|
|
|
Jan 11, 2023
Q4 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
3+ 0.25% |
$498 - $581
|
1.2K
$314K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3+ 0.16% |
$498 - $581
|
1.93K
$504K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.17% |
$332 - $388
|
1.19K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$332 - $388
|
5.45K
$1.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.3% |
$332 - $388
|
662
$173K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.04% |
$332 - $388
|
5.08K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
2+ 0.14% |
$332 - $388
|
1.47K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.6% |
$166 - $194
|
169
$44.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
1+ 0.02% |
$166 - $194
|
6.57K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1+ 0.04% |
$166 - $194
|
2.69K
$703K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$166 - $194
|
24.6K
$6.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.07% |
$166 - $194
|
1.45K
$379K
|