Institutional Ownership Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT). We have compiled data on the 1,114 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
10,752
shares
|
$3.06 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
10,743
shares
|
$3.06 Million
1.51% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
10,743
shares
|
$3.06 Million
1.51% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
10,736
shares
|
$3.05 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
10,539
shares
|
$3 Million
0.18% of portfolio
|
Q2 2025
Added 180.14%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,531
shares
|
$3 Million
0.8% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,440
shares
|
$2.97 Million
0.04% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
10,408
shares
|
$2.96 Million
0.47% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
10,402
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,394
shares
|
$2.96 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
10,303
shares
|
$2.93 Million
0.36% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,276
shares
|
$2.92 Million
0.16% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
10,241
shares
|
$2.91 Million
0.73% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
10,205
shares
|
$2.9 Million
0.15% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
10,200
shares
|
$2.9 Million
0.0% of portfolio
|
Q2 2025
Added 343.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,101
shares
|
$2.87 Million
0.05% of portfolio
|
Q2 2025
Added 30.32%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
10,079
shares
|
$2.87 Million
2.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
10,058
shares
|
$2.86 Million
2.06% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,993
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
9,989
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
9,906
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
9,714
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
9,667
shares
|
$2.75 Million
2.22% of portfolio
|
Q2 2025
Added 978.91%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
9,614
shares
|
$2.73 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
9,564
shares
|
$2.72 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.1%
|