Purchases and Sales Made in Q3 2021 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-844- 10.86% |
$194K - $212K
|
6.93K
$1.81M
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-877Closed |
$202K - $220K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-921- 5.66% |
$212K - $231K
|
15.3K
$4.01M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-952- 16.05% |
$219K - $239K
|
4.98K
$1.3M
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-977Closed |
$225K - $245K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-982- 14.32% |
$226K - $247K
|
5.88K
$1.54M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-994- 6.03% |
$229K - $250K
|
15.5K
$4.05M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.03KClosed |
$237K - $258K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.07K- 8.25% |
$246K - $268K
|
11.9K
$3.1M
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.1K- 26.54% |
$254K - $277K
|
3.05K
$797K
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.15K- 7.97% |
$266K - $289K
|
13.3K
$3.48M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.21K- 44.27% |
$278K - $303K
|
1.52K
$397K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.21K- 1.9% |
$279K - $304K
|
62.5K
$16.3M
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.22K- 20.39% |
$282K - $307K
|
4.78K
$1.25M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.28KClosed |
$295K - $321K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.32KClosed |
$303K - $331K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.33K- 1.58% |
$307K - $334K
|
82.8K
$21.6M
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.36K- 3.42% |
$312K - $340K
|
38.3K
$10M
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.41KClosed |
$324K - $353K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.41K- 3.03% |
$325K - $354K
|
45.2K
$11.8M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.41K- 16.32% |
$326K - $355K
|
7.25K
$1.89M
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.16% |
$337K - $368K
|
66.4K
$17.3M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.47K- 31.83% |
$340K - $370K
|
3.16K
$825K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.51K- 3.35% |
$348K - $379K
|
43.6K
$11.4M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.56KClosed |
$359K - $392K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.59K- 35.72% |
$367K - $400K
|
2.87K
$750K
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 1.74% |
$385K - $420K
|
94.5K
$24.7M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.68K- 59.55% |
$387K - $422K
|
1.14K
$298K
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.76KClosed |
$404K - $441K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.88K- 14.98% |
$434K - $473K
|
10.7K
$2.79M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.95K- 50.21% |
$449K - $489K
|
1.93K
$505K
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2KClosed |
$461K - $502K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 17.9% |
$463K - $505K
|
9.22K
$2.41M
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-2.09KClosed |
$482K - $525K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-2.16K- 6.34% |
$497K - $542K
|
31.9K
$8.33M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-2.27K- 78.05% |
$523K - $570K
|
638
$167K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.52K- 10.81% |
$581K - $633K
|
20.8K
$5.44M
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-2.92K- 36.21% |
$672K - $732K
|
5.14K
$1.34M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.96KClosed |
$681K - $742K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.21K- 1.13% |
$740K - $807K
|
280K
$73.3M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
SELL
|
- |
-3.29K- 9.25% |
$758K - $825K
|
32.3K
$8.43M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.58K- 3.64% |
$824K - $898K
|
94.6K
$24.7M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.63K- 21.14% |
$1.07M - $1.16M
|
17.3K
$4.52M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-4.76KClosed |
$1.1M - $1.19M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5KClosed |
$1.15M - $1.26M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.08K- 0.61% |
$1.17M - $1.28M
|
824K
$215M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.33KClosed |
$1.23M - $1.34M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.51K- 40.03% |
$1.27M - $1.38M
|
8.25K
$2.16M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.78K- 25.37% |
$1.33M - $1.45M
|
17K
$4.44M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.86KClosed |
$1.35M - $1.47M
|
0
$0
|