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
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
7.11KNew |
$1.29M - $1.57M
|
7.11K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7K+ 10.94% |
$1.27M - $1.55M
|
71K
$18.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.97K+ 579.53% |
$1.26M - $1.54M
|
8.17K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.74K+ 24.77% |
$1.22M - $1.49M
|
33.9K
$8.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.71K+ 92.72% |
$1.21M - $1.48M
|
13.9K
$3.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.62K+ 2.78% |
$1.2M - $1.46M
|
245K
$63.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.23KNew |
$1.13M - $1.38M
|
6.23K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.18K+ 95.93% |
$1.12M - $1.37M
|
12.6K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.74K+ 9.35% |
$1.04M - $1.27M
|
67.1K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
5.63KNew |
$1.02M - $1.25M
|
5.63K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.59KNew |
$1.01M - $1.24M
|
5.59K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
5.55K+ 3.72% |
$1M - $1.23M
|
155K
$40.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5.54K+ 11302.04% |
$1M - $1.23M
|
5.59K
$1.46M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.44KNew |
$984K - $1.2M
|
5.44K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 12.19% |
$971K - $1.19M
|
49.4K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.36K+ 51.81% |
$969K - $1.18M
|
15.7K
$4.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.32K+ 134.49% |
$961K - $1.18M
|
9.27K
$2.42M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.27K+ 51.03% |
$954K - $1.17M
|
15.6K
$4.08M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.19KNew |
$939K - $1.15M
|
5.19K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.17K+ 62.81% |
$935K - $1.14M
|
13.4K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.82KNew |
$871K - $1.07M
|
4.82K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
4.77KNew |
$863K - $1.06M
|
4.77K
$1.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
4.43KNew |
$802K - $981K
|
4.43K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.23K+ 2.23% |
$765K - $936K
|
194K
$50.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$730K - $892K
|
4.03K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.99K+ 22.27% |
$722K - $883K
|
21.9K
$5.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.9K+ 4.33% |
$705K - $862K
|
93.9K
$24.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.88K+ 15.15% |
$701K - $857K
|
29.5K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
3.65KNew |
$660K - $806K
|
3.65K
$953K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.63K+ 3.5% |
$657K - $804K
|
107K
$28.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.61K+ 12.61% |
$652K - $797K
|
32.2K
$8.41M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
3.6KNew |
$651K - $796K
|
3.6K
$940K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.58K+ 21.95% |
$647K - $791K
|
19.9K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.3KNew |
$597K - $730K
|
3.3K
$863K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.2K+ 85.84% |
$579K - $708K
|
6.93K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.17K+ 2.28% |
$573K - $701K
|
142K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.16K+ 6.35% |
$571K - $698K
|
52.8K
$13.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
3.12K+ 57.3% |
$565K - $690K
|
8.57K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.03K+ 22.32% |
$548K - $671K
|
16.6K
$4.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.03KNew |
$548K - $670K
|
3.03K
$792K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.99KNew |
$541K - $662K
|
2.99K
$782K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.99KNew |
$541K - $662K
|
2.99K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.96KNew |
$535K - $654K
|
2.96K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.92KNew |
$528K - $645K
|
2.92K
$762K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.91K+ 16.64% |
$526K - $643K
|
20.4K
$5.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.83KNew |
$512K - $626K
|
2.83K
$739K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.8K+ 1.6% |
$506K - $619K
|
178K
$46.5M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.73K+ 212.21% |
$494K - $604K
|
4.02K
$1.05M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.73KNew |
$493K - $603K
|
2.73K
$712K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.71KNew |
$490K - $599K
|
2.71K
$708K
|