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 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-9- 0.59% |
$2.14K - $2.49K
|
1.52K
$415K
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-9- 0.45% |
$2.14K - $2.49K
|
1.98K
$540K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 1.89% |
$2.38K - $2.77K
|
518
$141K
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 3.07% |
$2.38K - $2.77K
|
316
$86.1K
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.12% |
$2.38K - $2.77K
|
8.54K
$2.33M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-12- 1.15% |
$2.85K - $3.32K
|
1.03K
$280K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-13- 0.43% |
$3.09K - $3.6K
|
2.98K
$812K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-15- 0.26% |
$3.57K - $4.15K
|
5.68K
$1.55M
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-15- 0.49% |
$3.57K - $4.15K
|
3.05K
$831K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-16- 0.3% |
$3.8K - $4.43K
|
5.32K
$1.45M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-16- 1.22% |
$3.8K - $4.43K
|
1.29K
$352K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 0.77% |
$4.52K - $5.26K
|
2.44K
$664K
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-19- 0.86% |
$4.52K - $5.26K
|
2.18K
$595K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 0.85% |
$4.52K - $5.26K
|
2.23K
$606K
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-21- 1.52% |
$4.99K - $5.82K
|
1.36K
$370K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-22- 2.61% |
$5.23K - $6.09K
|
820
$223K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.33% |
$5.71K - $6.65K
|
7.2K
$1.96M
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-24- 0.16% |
$5.71K - $6.65K
|
14.7K
$4M
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-25- 0.65% |
$5.94K - $6.92K
|
3.82K
$1.04M
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-26- 1.64% |
$6.18K - $7.2K
|
1.56K
$424K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-27- 21.95% |
$6.42K - $7.48K
|
96
$26.1K
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-27- 42.19% |
$6.42K - $7.48K
|
37
$10.1K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-28- 0.44% |
$6.66K - $7.76K
|
6.29K
$1.71M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-29- 0.28% |
$6.89K - $8.03K
|
10.5K
$2.85M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-31- 0.41% |
$7.37K - $8.59K
|
7.62K
$2.07M
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-34- 1.09% |
$8.08K - $9.42K
|
3.09K
$841K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-36- 0.86% |
$8.56K - $9.97K
|
4.17K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-37- 1.75% |
$8.8K - $10.2K
|
2.08K
$566K
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-37- 1.7% |
$8.8K - $10.2K
|
2.15K
$584K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-38- 1.88% |
$9.03K - $10.5K
|
1.98K
$540K
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-38- 2.78% |
$9.03K - $10.5K
|
1.33K
$361K
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-40- 2.11% |
$9.51K - $11.1K
|
1.85K
$505K
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-40- 0.47% |
$9.51K - $11.1K
|
8.52K
$2.32M
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-40- 0.37% |
$9.51K - $11.1K
|
10.8K
$2.94M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-43- 12.57% |
$10.2K - $11.9K
|
299
$81.4K
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-46- 0.71% |
$10.9K - $12.7K
|
6.47K
$1.76M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-47- 3.1% |
$11.2K - $13K
|
1.47K
$400K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-48- 50.0% |
$11.4K - $13.3K
|
48
$13.1K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-50- 5.04% |
$11.9K - $13.8K
|
943
$257K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 4.95% |
$11.9K - $13.8K
|
960
$261K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-51- 0.67% |
$12.1K - $14.1K
|
7.55K
$2.06M
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-59- 3.1% |
$14K - $16.3K
|
1.85K
$503K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-60- 0.48% |
$14.3K - $16.6K
|
12.5K
$3.41M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-64- 5.83% |
$15.2K - $17.7K
|
1.03K
$282K
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-64- 2.48% |
$15.2K - $17.7K
|
2.52K
$687K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-65- 0.49% |
$15.5K - $18K
|
13.2K
$3.6M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-66- 0.85% |
$15.7K - $18.3K
|
7.74K
$2.11M
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-67- 1.72% |
$15.9K - $18.6K
|
3.83K
$1.04M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-69- 2.03% |
$16.4K - $19.1K
|
3.34K
$909K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-71- 14.73% |
$16.9K - $19.7K
|
411
$112K
|