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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.46K- 39.79% |
$1.53M - $1.87M
|
12.8K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-9.59K- 2.87% |
$1.74M - $2.12M
|
325K
$84.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.6K- 10.02% |
$1.91M - $2.34M
|
94.9K
$24.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 10.78% |
$2.12M - $2.6M
|
97.2K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.2K- 0.54% |
$2.2M - $2.69M
|
2.23M
$584M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16.1K- 1.78% |
$2.91M - $3.56M
|
887K
$232M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.5K- 43.24% |
$4.06M - $4.97M
|
29.5K
$7.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 4.12% |
$4.19M - $5.12M
|
539K
$141M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-25.1K- 60.53% |
$4.53M - $5.54M
|
16.3K
$4.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-25.9K- 24.39% |
$4.68M - $5.72M
|
80.2K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-33.4K- 82.29% |
$6.05M - $7.39M
|
7.19K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-33.8K- 2.6% |
$6.11M - $7.47M
|
1.27M
$331M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-41.5K- 6.55% |
$7.51M - $9.18M
|
592K
$155M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-66.6K- 42.96% |
$12.1M - $14.7M
|
88.5K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-97.3K- 98.58% |
$17.6M - $21.5M
|
1.4K
$365K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-132K- 5.56% |
$23.8M - $29.1M
|
2.23M
$584M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-169K- 8.39% |
$30.7M - $37.5M
|
1.85M
$483M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-224K- 20.45% |
$40.5M - $49.5M
|
871K
$228M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-229K- 15.69% |
$41.5M - $50.7M
|
1.23M
$322M
|