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 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.66K+ 1.79% |
$481K - $589K
|
151K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.58KNew |
$467K - $570K
|
2.58K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.57KNew |
$465K - $569K
|
2.57K
$672K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.53KNew |
$457K - $559K
|
2.53K
$660K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.52KNew |
$457K - $558K
|
2.52K
$659K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.43K+ 14.28% |
$440K - $538K
|
19.4K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.38K+ 122.87% |
$430K - $525K
|
4.31K
$1.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
2.37K+ 4.6% |
$429K - $524K
|
53.9K
$14.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.32K+ 11.94% |
$420K - $514K
|
21.8K
$5.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.31KNew |
$418K - $511K
|
2.31K
$603K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.29KNew |
$414K - $507K
|
2.29K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.27KNew |
$411K - $502K
|
2.27K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2.27KNew |
$410K - $501K
|
2.27K
$592K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.26K+ 32.7% |
$409K - $500K
|
9.17K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.26KNew |
$409K - $500K
|
2.26K
$590K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.22KNew |
$402K - $491K
|
2.22K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.21K+ 3.48% |
$400K - $489K
|
65.7K
$17.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.19K+ 75.93% |
$395K - $484K
|
5.07K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2K+ 7.68% |
$361K - $442K
|
28K
$7.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.98K+ 27.83% |
$358K - $438K
|
9.09K
$2.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.96KNew |
$354K - $433K
|
1.96K
$512K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.95K+ 12.46% |
$353K - $432K
|
17.6K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.95KNew |
$353K - $431K
|
1.95K
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.93K+ 3.3% |
$350K - $428K
|
60.5K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.93K+ 2.91% |
$349K - $427K
|
68.4K
$17.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.91K+ 5.69% |
$345K - $422K
|
35.4K
$9.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.84K+ 30.99% |
$333K - $407K
|
7.79K
$2.03M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.83KNew |
$331K - $405K
|
1.83K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.82K+ 35.31% |
$329K - $402K
|
6.97K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.81KNew |
$327K - $399K
|
1.81K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.79K+ 149.62% |
$323K - $395K
|
2.98K
$778K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.75K+ 37.96% |
$317K - $388K
|
6.38K
$1.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.73KNew |
$314K - $384K
|
1.73K
$453K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.73K+ 89.97% |
$313K - $383K
|
3.66K
$956K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.7K+ 14.06% |
$307K - $376K
|
13.8K
$3.6M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.7KNew |
$307K - $375K
|
1.7K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.67KNew |
$302K - $369K
|
1.67K
$436K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.65KNew |
$298K - $365K
|
1.65K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.62K+ 6.84% |
$294K - $359K
|
25.3K
$6.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
1.62KNew |
$293K - $358K
|
1.62K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.51K+ 12.44% |
$272K - $333K
|
13.6K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.5K+ 51.23% |
$272K - $332K
|
4.43K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 10.25% |
$259K - $317K
|
15.4K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.43K+ 26.25% |
$258K - $315K
|
6.86K
$1.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.41KNew |
$254K - $311K
|
1.41K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.4K+ 2.0% |
$254K - $311K
|
71.5K
$18.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4KNew |
$253K - $310K
|
1.4K
$366K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.36K+ 3.01% |
$246K - $301K
|
46.5K
$12.1M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.32K+ 20.04% |
$239K - $293K
|
7.92K
$2.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.32KNew |
$238K - $291K
|
1.32K
$344K
|