Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25.3K+ 24364.42% |
$6.02M - $7.02M
|
25.4K
$5.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
17.1K+ 24.72% |
$4.06M - $4.73M
|
86.1K
$20.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2KNew |
$2.67M - $3.11M
|
11.2K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.68K+ 28.82% |
$1.59M - $1.85M
|
29.8K
$7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.6K+ 109.56% |
$1.33M - $1.55M
|
10.7K
$2.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 35.11% |
$1.27M - $1.48M
|
20.6K
$4.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.6K+ 2166.27% |
$855K - $996K
|
3.76K
$882K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 2.4% |
$786K - $916K
|
141K
$33.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.3KNew |
$785K - $915K
|
3.3K
$774K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.24K+ 10.45% |
$770K - $897K
|
34.2K
$8.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.23KNew |
$767K - $894K
|
3.23K
$757K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.51K+ 22.99% |
$597K - $695K
|
13.4K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.34K+ 13.02% |
$556K - $647K
|
20.3K
$4.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.16K+ 8.82% |
$514K - $599K
|
26.7K
$6.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 2424.0% |
$432K - $504K
|
1.89K
$444K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.74KNew |
$413K - $481K
|
1.74K
$407K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.69K+ 2.17% |
$402K - $468K
|
79.5K
$18.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.67K+ 1.28% |
$397K - $463K
|
132K
$30.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.53K+ 81.17% |
$363K - $423K
|
3.41K
$799K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 2.74% |
$282K - $328K
|
44.5K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.02K+ 109.14% |
$241K - $281K
|
1.95K
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
969New |
$230K - $268K
|
969
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
947New |
$225K - $262K
|
947
$222K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
887New |
$211K - $246K
|
887
$208K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
834+ 76.8% |
$198K - $231K
|
1.92K
$450K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
807+ 7.83% |
$192K - $224K
|
11.1K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
792+ 8.76% |
$188K - $219K
|
9.83K
$2.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 115.74% |
$163K - $189K
|
1.28K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
559+ 12.99% |
$133K - $155K
|
4.86K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
499+ 3.27% |
$119K - $138K
|
15.7K
$3.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
464+ 18.0% |
$110K - $129K
|
3.04K
$713K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
461+ 19.67% |
$110K - $128K
|
2.81K
$658K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
434+ 2.45% |
$103K - $120K
|
18.1K
$4.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
408New |
$97K - $113K
|
408
$95.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
325+ 2.31% |
$77.3K - $90K
|
14.4K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
285+ 6.16% |
$67.8K - $78.9K
|
4.91K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
243+ 1.36% |
$57.8K - $67.3K
|
18.2K
$4.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
227+ 0.72% |
$54K - $62.9K
|
31.6K
$7.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
195New |
$46.4K - $54K
|
195
$45.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
191+ 0.95% |
$45.4K - $52.9K
|
20.4K
$4.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
152+ 6.8% |
$36.1K - $42.1K
|
2.39K
$560K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
139+ 5.16% |
$33K - $38.5K
|
2.84K
$665K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
136+ 3.36% |
$32.3K - $37.7K
|
4.19K
$982K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
127+ 0.65% |
$30.2K - $35.2K
|
19.8K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
121+ 6.25% |
$28.8K - $33.5K
|
2.06K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
113+ 4.71% |
$26.9K - $31.3K
|
2.51K
$589K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
86+ 1.08% |
$20.4K - $23.8K
|
8.03K
$1.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
82New |
$19.5K - $22.7K
|
82
$19.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 3.51% |
$19.5K - $22.7K
|
2.42K
$567K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
75+ 0.56% |
$17.8K - $20.8K
|
13.6K
$3.18M
|