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 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
1.48K+ 104.36% |
$284K - $317K
|
2.9K
$759K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47K+ 12.1% |
$281K - $314K
|
13.6K
$3.55M
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.45K+ 1.69% |
$279K - $311K
|
87.3K
$22.8M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.41K+ 37.54% |
$269K - $301K
|
5.15K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.4KNew |
$269K - $300K
|
1.4K
$366K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.36K+ 30.22% |
$260K - $291K
|
5.86K
$1.53M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.3K+ 5.26% |
$249K - $278K
|
26K
$6.79M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
1.3KNew |
$249K - $278K
|
1.3K
$339K
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.3K+ 91.21% |
$249K - $277K
|
2.72K
$710K
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.28K+ 22.67% |
$245K - $273K
|
6.91K
$1.81M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.27K+ 60.11% |
$243K - $271K
|
3.37K
$881K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.24K+ 23.57% |
$238K - $266K
|
6.52K
$1.7M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.24K+ 0.25% |
$238K - $265K
|
495K
$129M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.2K+ 2.65% |
$230K - $257K
|
46.5K
$12.2M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.19KNew |
$229K - $255K
|
1.19K
$312K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$223K - $249K
|
1.16K
$304K
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$220K - $246K
|
1.15K
$300K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.13K+ 24.83% |
$216K - $241K
|
5.67K
$1.48M
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.11K+ 3.29% |
$213K - $238K
|
34.9K
$9.13M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.11KNew |
$212K - $237K
|
1.11K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.1K+ 10.04% |
$211K - $236K
|
12.1K
$3.16M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
1.08K+ 2.14% |
$208K - $232K
|
51.6K
$13.5M
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.07KNew |
$206K - $230K
|
1.07K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$204K - $228K
|
1.07K
$279K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.07KNew |
$204K - $228K
|
1.07K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.06K+ 1.87% |
$203K - $226K
|
57.5K
$15M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 1.64% |
$199K - $222K
|
64.5K
$16.8M
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.03KNew |
$198K - $221K
|
1.03K
$269K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.02K+ 59.76% |
$195K - $217K
|
2.72K
$710K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.01K+ 2.67% |
$194K - $217K
|
39K
$10.2M
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
963+ 3.38% |
$185K - $206K
|
29.5K
$7.7M
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
925+ 4.92% |
$177K - $198K
|
19.7K
$5.15M
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
925+ 15.85% |
$177K - $198K
|
6.76K
$1.77M
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
925+ 15.85% |
$177K - $198K
|
6.76K
$1.77M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
916+ 1029.21% |
$176K - $196K
|
1.01K
$263K
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
910+ 2.12% |
$174K - $195K
|
43.8K
$11.4M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
896+ 2.75% |
$172K - $192K
|
33.5K
$8.75M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
880+ 341.09% |
$169K - $188K
|
1.14K
$297K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
864+ 17.01% |
$166K - $185K
|
5.94K
$1.55M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
860+ 78.32% |
$165K - $184K
|
1.96K
$512K
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
857+ 2.15% |
$164K - $183K
|
40.8K
$10.7M
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
851+ 4.91% |
$163K - $182K
|
18.2K
$4.75M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
845+ 18.23% |
$162K - $181K
|
5.48K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
837New |
$160K - $179K
|
837
$219K
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
810+ 47.59% |
$155K - $173K
|
2.51K
$656K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
800New |
$153K - $171K
|
800
$209K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
763+ 36.56% |
$146K - $163K
|
2.85K
$745K
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
742+ 2.62% |
$142K - $159K
|
29K
$7.59M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
712+ 1.85% |
$136K - $152K
|
39.1K
$10.2M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
697+ 3.58% |
$134K - $149K
|
20.2K
$5.27M
|