Latest Institutional Transactions on Vanguard Mid Cap Growth Index (VOT)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap Growth Index (VOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
246New |
$44.5K - $54.4K
|
246
$67.1K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$730K - $892K
|
4.03K
$1.1M
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-478- 9.29% |
$86.5K - $106K
|
4.67K
$1.27M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
44+ 1.6% |
$7.96K - $9.73K
|
2.79K
$760K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
79+ 5.23% |
$14.3K - $17.5K
|
1.59K
$433K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.57% |
$362 - $442
|
129
$35.2K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
546+ 18.13% |
$98.8K - $121K
|
3.56K
$970K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
312+ 6.05% |
$56.4K - $69K
|
5.47K
$1.49M
|
|
Q3 2023 | |||||||
Aug 29, 2024
Q3 2023
|
University Of Texas
|
BUY
|
- |
52New |
$9.97K - $11.1K
|
52
$14.2K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
253New |
$48.5K - $54.1K
|
253
$69K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-175- 19.77% |
$33.5K - $37.4K
|
710
$194K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
309New |
$59.2K - $66.1K
|
309
$84.2K
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
20+ 0.35% |
$3.83K - $4.28K
|
5.68K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-128- 1.64% |
$24.5K - $27.4K
|
7.68K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
280KNew |
$53.6M - $59.9M
|
280K
$76.3M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
837New |
$160K - $179K
|
837
$228K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.78K- 12.14% |
$533K - $595K
|
20.1K
$5.48M
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.48K- 66.67% |
$667K - $744K
|
1.74K
$474K
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
7New |
$1.34K - $1.5K
|
7
$1.91K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72- 11.52% |
$13.8K - $15.4K
|
553
$151K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-23- 3.1% |
$4.41K - $4.92K
|
720
$196K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-113- 8.36% |
$21.7K - $24.2K
|
1.24K
$337K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-161KClosed |
$31M - $34.5M
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-178- 13.85% |
$34.1K - $38.1K
|
1.11K
$302K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
49New |
$9.39K - $10.5K
|
49
$13.4K
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50New |
$9.58K - $10.7K
|
50
$13.6K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
496New |
$95.1K - $106K
|
496
$135K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 3.41% |
$575 - $642
|
85
$23.2K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15New |
$2.87K - $3.21K
|
15
$4.09K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
176New |
$33.7K - $37.7K
|
176
$48K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23.7KNew |
$4.55M - $5.07M
|
23.7K
$6.46M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.03KNew |
$1.16M - $1.29M
|
6.03K
$1.64M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.5KNew |
$13.5M - $15.1M
|
70.5K
$19.2M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12.1K- 10.87% |
$2.31M - $2.58M
|
98.8K
$26.9M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
73New |
$14K - $15.6K
|
73
$19.9K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.27% |
$192 - $214
|
78
$21.3K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
4.2KNew |
$805K - $899K
|
4.2K
$1.14M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
25New |
$4.79K - $5.35K
|
25
$6.81K
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-716- 3.28% |
$137K - $153K
|
21.1K
$5.76M
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-138- 7.06% |
$26.4K - $29.5K
|
1.82K
$496K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
203+ 19.5% |
$38.9K - $43.4K
|
1.24K
$339K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
30+ 10.0% |
$5.75K - $6.42K
|
330
$89.9K
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
446+ 14.45% |
$85.5K - $95.4K
|
3.53K
$963K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-289- 6.65% |
$55.4K - $61.8K
|
4.06K
$1.11M
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 9.35% |
$115K - $128K
|
5.82K
$1.59M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
17New |
$3.26K - $3.64K
|
17
$4.63K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-61- 1.64% |
$11.7K - $13K
|
3.65K
$995K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4+ 0.14% |
$767 - $856
|
2.8K
$764K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
100+ 1.27% |
$19.2K - $21.4K
|
7.99K
$2.18M
|