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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
58.1KNew |
$9.64M - $11.3M
|
58.1K
$15.8M
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
100New |
$16.6K - $19.4K
|
100
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
11.7KNew |
$1.94M - $2.26M
|
11.7K
$3.18M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
276+ 11.42% |
$45.8K - $53.5K
|
2.69K
$734K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.66KNew |
$274K - $321K
|
1.66K
$451K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-104- 30.77% |
$17.2K - $20.2K
|
234
$63.8K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
107+ 100.0% |
$17.7K - $20.7K
|
214
$58.3K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-40- 0.58% |
$6.63K - $7.75K
|
6.8K
$1.85M
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
1.21KNew |
$201K - $235K
|
1.21K
$330K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-119- 78.81% |
$19.7K - $23.1K
|
32
$8.72K
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
1.63KNew |
$270K - $316K
|
1.63K
$444K
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
396+ 28.47% |
$65.7K - $76.8K
|
1.79K
$487K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35New |
$5.8K - $6.78K
|
35
$9.54K
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
2.26KNew |
$375K - $438K
|
2.26K
$617K
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-685- 57.42% |
$114K - $133K
|
508
$138K
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.01KNew |
$333K - $389K
|
2.01K
$547K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-70- 9.83% |
$11.6K - $13.6K
|
642
$175K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
800New |
$133K - $155K
|
800
$218K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
500New |
$82.9K - $96.9K
|
500
$136K
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
488+ 15.7% |
$80.9K - $94.6K
|
3.6K
$980K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.86KNew |
$308K - $361K
|
1.86K
$507K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.12KNew |
$186K - $217K
|
1.12K
$305K
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.76KNew |
$1.29M - $1.5M
|
7.76K
$2.11M
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.2K- 13.67% |
$2.19M - $2.56M
|
83.6K
$22.8M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
250+ 2.08% |
$41.5K - $48.5K
|
12.3K
$3.34M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$543K - $634K
|
3.27K
$892K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-186- 3.84% |
$30.8K - $36.1K
|
4.66K
$1.27M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
92+ 836.36% |
$15.3K - $17.8K
|
103
$28.1K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
197+ 7.64% |
$32.7K - $38.2K
|
2.78K
$757K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-24- 4.7% |
$3.98K - $4.65K
|
487
$133K
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-15- 0.63% |
$2.49K - $2.91K
|
2.35K
$641K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.5KNew |
$580K - $678K
|
3.5K
$953K
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-520- 26.45% |
$86.2K - $101K
|
1.45K
$394K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
350+ 261.19% |
$58K - $67.8K
|
484
$132K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
901New |
$149K - $175K
|
901
$246K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5New |
$829 - $969
|
5
$1.36K
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
630+ 10.79% |
$104K - $122K
|
6.47K
$1.76M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
186New |
$30.8K - $36.1K
|
186
$50.7K
|
|
Q3 2022 | |||||||
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-2.27KClosed |
$386K - $474K
|
0
$0
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-70Closed |
$11.9K - $14.6K
|
0
$0
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-22.3K- 99.7% |
$3.8M - $4.66M
|
68
$18.5K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
907+ 6.72% |
$154K - $189K
|
14.4K
$3.93M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
800New |
$136K - $167K
|
800
$218K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.5KNew |
$425K - $521K
|
2.5K
$681K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.55KClosed |
$434K - $532K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.63K+ 141.15% |
$277K - $339K
|
2.78K
$757K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
19.2K+ 754.32% |
$3.27M - $4.01M
|
21.8K
$5.93M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-250- 60.24% |
$42.5K - $52.2K
|
165
$45K
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
213New |
$36.2K - $44.5K
|
213
$58.1K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-775- 12.14% |
$132K - $162K
|
5.61K
$1.53M
|