Adviser Investments LLC Vanguard Mid Cap Growth Index Transaction History

Adviser Investments LLC

$8.03 Billion
Q4 2024

A detailed history of Adviser Investments LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Adviser Investments LLC holds 32,538 shares of VOT stock, worth $8.88 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

32,538

Previous 32,529 0.03%

Holding current value

$8.88 Million

Previous $7.92 Million 4.26%

% of portfolio

0.1%

Previous 0.1%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$241.48 - $274.89 $2,173 - $2,474	9 Added 0.03%	32,538 $8.26 Million
Q3 2024 Nov 08, 2024	SELL	$218.05 - $243.47 $636,487 - $710,688	-2,919 Reduced 8.23%	32,529 $7.92 Million
Q2 2024 Aug 12, 2024	BUY	$218.75 - $234.97 $67,812 - $72,840	310 Added 0.88%	35,448 $8.14 Million
Q1 2024 Apr 29, 2024	BUY	$212.21 - $235.79 $31,407 - $34,896	148 Added 0.42%	35,138 $8.29 Million
Q4 2023 Feb 01, 2024	SELL	$180.9 - $221.2 $356,373 - $435,764	-1,970 Reduced 5.33%	34,990 $7.68 Million
Q3 2023 Oct 11, 2023	BUY	$191.65 - $213.93 $407,447 - $454,815	2,126 Added 6.1%	36,960 $7.2 Million
Q2 2023 Aug 04, 2023	SELL	$186.22 - $205.77 $96,089 - $106,177	-516 Reduced 1.46%	34,834 $7.17 Million
Q1 2023 Apr 25, 2023	SELL	$177.43 - $203.61 $59,439 - $68,209	-335 Reduced 0.94%	35,350 $6.89 Million
Q4 2022 Jan 19, 2023	SELL	$165.84 - $193.83 $10.1 Million - $11.8 Million	-60,771 Reduced 63.0%	35,685 $0
Q3 2022 Oct 14, 2022	BUY	$170.12 - $208.72 $918,648 - $1.13 Million	5,400 Added 5.93%	96,456 $16.5 Million
Q2 2022 Jul 14, 2022	SELL	$167.96 - $227.2 $745,238 - $1.01 Million	-4,437 Reduced 4.65%	91,056 $16 Million
Q1 2022 May 04, 2022	BUY	$199.76 - $251.37 $259,288 - $326,278	1,298 Added 1.38%	95,493 $21.3 Million
Q4 2021 Jan 31, 2022	BUY	$234.3 - $265.79 $341,843 - $387,787	1,459 Added 1.57%	94,195 $24 Million
Q3 2021 Nov 05, 2021	BUY	$230.42 - $251.05 $423,281 - $461,178	1,837 Added 2.02%	92,736 $21.9 Million
Q2 2021 Jul 09, 2021	BUY	$210.91 - $237.31 $197,411 - $222,122	936 Added 1.04%	90,899 $21.5 Million
Q1 2021 May 05, 2021	SELL	$204.75 - $230.34 $810,195 - $911,455	-3,957 Reduced 4.21%	89,963 $19.3 Million
Q4 2020 Jan 26, 2021	BUY	$178.76 - $215.29 $310,863 - $374,389	1,739 Added 1.89%	93,920 $19.9 Million
Q3 2020 Nov 13, 2020	BUY	$166.29 - $188.98 $339,730 - $386,086	2,043 Added 2.27%	92,181 $16.6 Million
Q2 2020 Aug 03, 2020	BUY	$120.77 - $169.89 $2.23 Million - $3.13 Million	18,446 Added 25.73%	90,138 $14.9 Million
Q1 2020 Apr 08, 2020	BUY	$108.51 - $170.49 $739,495 - $1.16 Million	6,815 Added 10.5%	71,692 $9.08 Million
Q4 2019 Feb 07, 2020	BUY	$144.1 - $159.03 $89,918 - $99,234	624 Added 0.97%	64,877 $10.3 Million
Q3 2019 Nov 13, 2019	SELL	$147.12 - $150.91 $1.17 Million - $1.2 Million	-7,957 Reduced 11.02%	64,253 $9.52 Million
Q2 2019 Aug 12, 2019	BUY	N/A	2,902 Added 4.19%	72,210 $10.8 Million
Q1 2019 May 07, 2019	BUY	N/A	14,702 Added 26.92%	69,308 $9.9 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-2,833 Reduced 4.93%	54,606 $6.54 Million
Q3 2018 Nov 14, 2018	BUY	N/A	30,082 Added 109.96%	57,439 $8.19 Million
Q2 2018 Aug 02, 2018	BUY	N/A	15,054 Added 122.36%	27,357 $3.68 Million
Q1 2018 May 14, 2018	BUY	N/A	6,226 Added 102.45%	12,303 $1.6 Million
Q4 2017 Feb 12, 2018	BUY	N/A	191 Added 3.24%	6,077 $776,000
Q3 2017 Oct 23, 2017	SELL	N/A	-838 Reduced 12.46%	5,886 $717,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,724	6,724 $791,000

Others Institutions Holding VOT

# of Institutions

1,045

Shares Held

41.9M

Call Options Held

18.6K

Put Options Held

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Adviser Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adviser Investments LLC with notifications on news.

Account

Adviser Investments LLC Vanguard Mid Cap Growth Index Transaction History