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 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-163- 2.46% |
$38.7K - $45.1K
|
6.46K
$1.76M
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-164- 0.78% |
$39K - $45.4K
|
20.9K
$5.7M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-165- 51.56% |
$39.2K - $45.7K
|
155
$42.2K
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-166- 2.36% |
$39.5K - $46K
|
6.87K
$1.87M
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-166- 10.86% |
$39.5K - $46K
|
1.36K
$371K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 21.49% |
$39.7K - $46.3K
|
610
$166K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-169- 5.85% |
$40.2K - $46.8K
|
2.72K
$741K
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-171- 3.09% |
$40.7K - $47.4K
|
5.36K
$1.46M
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-173- 2.28% |
$41.1K - $47.9K
|
7.41K
$2.02M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-173- 40.9% |
$41.1K - $47.9K
|
250
$68.1K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-176- 1.37% |
$41.8K - $48.7K
|
12.6K
$3.44M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-179- 7.75% |
$42.6K - $49.6K
|
2.13K
$581K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-179- 1.46% |
$42.6K - $49.6K
|
12.1K
$3.29M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-181- 3.47% |
$43K - $50.1K
|
5.03K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-181- 6.12% |
$43K - $50.1K
|
2.78K
$756K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-182- 6.02% |
$43.3K - $50.4K
|
2.84K
$773K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-183- 3.14% |
$43.5K - $50.7K
|
5.64K
$1.54M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-187- 13.15% |
$44.5K - $51.8K
|
1.24K
$336K
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-190- 3.37% |
$45.2K - $52.6K
|
5.46K
$1.49M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-190- 8.18% |
$45.2K - $52.6K
|
2.13K
$581K
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-192- 3.81% |
$45.6K - $53.2K
|
4.85K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-202- 16.1% |
$48K - $55.9K
|
1.05K
$287K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 2.59% |
$49.9K - $58.2K
|
7.91K
$2.15M
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-224- 19.11% |
$53.2K - $62K
|
948
$258K
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-227- 5.58% |
$54K - $62.9K
|
3.84K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-228- 3.31% |
$54.2K - $63.2K
|
6.66K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-233- 17.95% |
$55.4K - $64.5K
|
1.07K
$290K
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-238- 0.58% |
$56.6K - $65.9K
|
40.8K
$11.1M
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-249- 4.61% |
$59.2K - $69K
|
5.15K
$1.4M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-253- 4.06% |
$60.1K - $70.1K
|
5.97K
$1.63M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-257- 2.66% |
$61.1K - $71.2K
|
9.41K
$2.56M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-266- 23.71% |
$63.2K - $73.7K
|
856
$233K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-269- 15.72% |
$63.9K - $74.5K
|
1.44K
$393K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-277- 6.39% |
$65.8K - $76.7K
|
4.06K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-281- 11.67% |
$66.8K - $77.8K
|
2.13K
$579K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-284- 37.42% |
$67.5K - $78.7K
|
475
$129K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-284- 7.95% |
$67.5K - $78.7K
|
3.29K
$896K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-287- 2.64% |
$68.2K - $79.5K
|
10.6K
$2.88M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-287- 0.68% |
$68.2K - $79.5K
|
41.8K
$11.4M
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-295- 19.11% |
$70.1K - $81.7K
|
1.25K
$340K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-298- 26.26% |
$70.8K - $82.5K
|
837
$228K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-300- 37.5% |
$71.3K - $83.1K
|
500
$136K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-302- 4.13% |
$71.8K - $83.6K
|
7.02K
$1.91M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-305- 9.28% |
$72.5K - $84.5K
|
2.98K
$812K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-318- 0.98% |
$75.6K - $88.1K
|
32.2K
$8.77M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-322- 7.6% |
$76.5K - $89.2K
|
3.91K
$1.07M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-328- 1.87% |
$78K - $90.8K
|
17.2K
$4.7M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-332- 10.15% |
$78.9K - $92K
|
2.94K
$801K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-336- 87.5% |
$79.9K - $93.1K
|
48
$13.1K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-339- 6.0% |
$80.6K - $93.9K
|
5.31K
$1.45M
|