Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
904KNew |
$173M - $193M
|
904K
$236M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
293K+ 261.36% |
$56.2M - $62.7M
|
405K
$106M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
280KNew |
$53.6M - $59.9M
|
280K
$73.1M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
176KNew |
$33.7M - $37.6M
|
176K
$46M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
122K+ 27.79% |
$23.5M - $26.2M
|
563K
$147M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
117KNew |
$22.3M - $24.9M
|
117K
$30.4M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
96.5K+ 4319.2% |
$18.5M - $20.6M
|
98.7K
$25.8M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.5KNew |
$13.5M - $15.1M
|
70.5K
$18.4M
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
65.6KNew |
$12.6M - $14M
|
65.6K
$17.1M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.3K+ 2.99% |
$12.5M - $14M
|
2.25M
$587M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63.4K+ 413.75% |
$12.2M - $13.6M
|
78.8K
$20.6M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
48.1K+ 44.92% |
$9.21M - $10.3M
|
155K
$40.5M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
45.7KNew |
$8.76M - $9.78M
|
45.7K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
45.3K+ 126.61% |
$8.68M - $9.69M
|
81.1K
$21.2M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.7K+ 175.95% |
$8.57M - $9.56M
|
70.1K
$18.3M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
40.7K+ 13.75% |
$7.8M - $8.71M
|
337K
$88M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
38.9K+ 299.52% |
$7.46M - $8.33M
|
52K
$13.6M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
36.3KNew |
$6.96M - $7.77M
|
36.3K
$9.49M
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
36.2K+ 110.16% |
$6.93M - $7.73M
|
69K
$18M
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
26.8KNew |
$5.14M - $5.73M
|
26.8K
$7M
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
25.6KNew |
$4.9M - $5.47M
|
25.6K
$6.69M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
24.9K+ 150.84% |
$4.77M - $5.33M
|
41.4K
$10.8M
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23.7KNew |
$4.55M - $5.07M
|
23.7K
$6.2M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21K+ 4.41% |
$4.02M - $4.49M
|
497K
$130M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 1.38% |
$3.38M - $3.77M
|
1.3M
$339M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
16.6K+ 13.14% |
$3.19M - $3.56M
|
143K
$37.4M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
15.8K+ 1315.72% |
$3.03M - $3.38M
|
17K
$4.45M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.6K+ 6.0% |
$2.99M - $3.33M
|
275K
$71.9M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.9K+ 4.22% |
$2.85M - $3.18M
|
367K
$95.9M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 2.21% |
$2.63M - $2.93M
|
633K
$165M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.2K+ 14.34% |
$2.53M - $2.83M
|
105K
$27.6M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 3.23% |
$2.39M - $2.67M
|
398K
$104M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11.6K+ 0.62% |
$2.23M - $2.49M
|
1.87M
$489M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 11.19% |
$2.17M - $2.43M
|
113K
$29.4M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
9.87K+ 16.41% |
$1.89M - $2.11M
|
70.1K
$18.3M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.84KNew |
$1.89M - $2.11M
|
9.84K
$2.57M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.1KNew |
$1.74M - $1.95M
|
9.1K
$2.38M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.08K+ 9.98% |
$1.74M - $1.94M
|
100K
$26.1M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.63KNew |
$1.65M - $1.85M
|
8.63K
$2.26M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.58K+ 85.91% |
$1.65M - $1.84M
|
18.6K
$4.85M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
8.26KNew |
$1.58M - $1.77M
|
8.26K
$2.16M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.16K+ 69.23% |
$1.56M - $1.75M
|
19.9K
$5.21M
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
7.8KNew |
$1.49M - $1.67M
|
7.8K
$2.04M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
7.58K+ 13.28% |
$1.45M - $1.62M
|
64.6K
$16.9M
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7.5K+ 742.57% |
$1.44M - $1.6M
|
8.51K
$2.22M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.26K+ 21.76% |
$1.39M - $1.55M
|
40.6K
$10.6M
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
7KNew |
$1.34M - $1.5M
|
7K
$1.83M
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
6.78K+ 0.66% |
$1.3M - $1.45M
|
1.03M
$268M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.55K+ 189.39% |
$1.26M - $1.4M
|
10K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.46K+ 11.22% |
$1.24M - $1.38M
|
64K
$16.7M
|