Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116KNew |
$21M - $25.7M
|
116K
$30.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
98.1K+ 5.24% |
$17.8M - $21.7M
|
1.97M
$515M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
92.6K+ 1383.27% |
$16.8M - $20.5M
|
99.3K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
69.5KNew |
$12.6M - $15.4M
|
69.5K
$18.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
69.2K+ 54.12% |
$12.5M - $15.3M
|
197K
$51.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62.4K+ 15.39% |
$11.3M - $13.8M
|
468K
$122M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
54.4KNew |
$9.84M - $12M
|
54.4K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.8K+ 67.2% |
$8.83M - $10.8M
|
121K
$31.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45.7K+ 14.89% |
$8.27M - $10.1M
|
353K
$92.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
44.2KNew |
$8M - $9.78M
|
44.2K
$11.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
35.8K+ 13.02% |
$6.48M - $7.93M
|
311K
$81.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
35.6K+ 3161.05% |
$6.44M - $7.88M
|
36.8K
$9.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
31.9K+ 11.03% |
$5.77M - $7.05M
|
321K
$83.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30.8K+ 8.38% |
$5.57M - $6.81M
|
398K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.9K+ 26.92% |
$4.87M - $5.96M
|
127K
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
24.7KNew |
$4.47M - $5.46M
|
24.7K
$6.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21K+ 191.03% |
$3.79M - $4.64M
|
31.9K
$8.35M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21K+ 32.5% |
$3.79M - $4.64M
|
85.4K
$22.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
19.7KNew |
$3.57M - $4.36M
|
19.7K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
18.2KNew |
$3.3M - $4.03M
|
18.2K
$4.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
17.4K+ 151.03% |
$3.16M - $3.86M
|
29K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.5K+ 1196.89% |
$2.99M - $3.66M
|
17.9K
$4.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
15.9KNew |
$2.88M - $3.53M
|
15.9K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
15.7KNew |
$2.84M - $3.47M
|
15.7K
$4.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.5K+ 652.72% |
$2.8M - $3.42M
|
17.8K
$4.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14.7KNew |
$2.67M - $3.26M
|
14.7K
$3.85M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14KNew |
$2.54M - $3.11M
|
14K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.6K+ 165.37% |
$2.28M - $2.79M
|
20.2K
$5.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
12.2KNew |
$2.21M - $2.7M
|
12.2K
$3.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1K+ 10.39% |
$2.19M - $2.68M
|
129K
$33.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
11.9K+ 2.75% |
$2.15M - $2.63M
|
443K
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
10.9KNew |
$1.98M - $2.42M
|
10.9K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.7K+ 375.93% |
$1.94M - $2.37M
|
13.6K
$3.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 2.65% |
$1.91M - $2.34M
|
409K
$107M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
10.5KNew |
$1.9M - $2.32M
|
10.5K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5K+ 1671.77% |
$1.9M - $2.32M
|
11.1K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 3.23% |
$1.89M - $2.31M
|
333K
$87M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$1.87M - $2.28M
|
10.3K
$2.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
10.1K+ 7.02% |
$1.82M - $2.23M
|
153K
$40M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.1K+ 15.55% |
$1.82M - $2.22M
|
74.7K
$19.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
9.53KNew |
$1.72M - $2.11M
|
9.53K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.31K+ 11.48% |
$1.68M - $2.06M
|
90.4K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.38KNew |
$1.52M - $1.85M
|
8.38K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.32K+ 9.57% |
$1.51M - $1.84M
|
95.3K
$24.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.31K+ 246.97% |
$1.5M - $1.84M
|
11.7K
$3.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
8.17K+ 30.25% |
$1.48M - $1.81M
|
35.2K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.76KNew |
$1.4M - $1.72M
|
7.76K
$2.03M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
7.71KNew |
$1.39M - $1.7M
|
7.71K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
7.69KNew |
$1.39M - $1.7M
|
7.69K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.39K+ 76.7% |
$1.34M - $1.64M
|
17K
$4.45M
|