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 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-357- 6.69% |
$84.9K - $98.9K
|
4.98K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-358- 11.08% |
$85.1K - $99.2K
|
2.87K
$783K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-361- 6.5% |
$85.8K - $100K
|
5.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-370- 5.5% |
$88K - $102K
|
6.36K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-370- 16.64% |
$88K - $102K
|
1.85K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-374- 6.27% |
$88.9K - $104K
|
5.59K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-379- 1.89% |
$90.1K - $105K
|
19.7K
$5.37M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-381- 0.8% |
$90.6K - $106K
|
47.5K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-390- 2.15% |
$92.7K - $108K
|
17.7K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-390- 2.82% |
$92.7K - $108K
|
13.4K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-396- 1.59% |
$94.1K - $110K
|
24.6K
$6.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-410- 17.51% |
$97.5K - $114K
|
1.93K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-413- 0.69% |
$98.2K - $114K
|
59.5K
$16.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-427- 8.23% |
$102K - $118K
|
4.76K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-428- 0.2% |
$102K - $119K
|
210K
$57.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-432- 0.98% |
$103K - $120K
|
43.8K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-447- 6.39% |
$106K - $124K
|
6.55K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-451- 8.55% |
$107K - $125K
|
4.82K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-463- 25.22% |
$110K - $128K
|
1.37K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-470- 11.67% |
$112K - $130K
|
3.56K
$968K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-483- 5.0% |
$115K - $134K
|
9.18K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-485- 65.81% |
$115K - $134K
|
252
$68.6K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-506- 3.58% |
$120K - $140K
|
13.6K
$3.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-511- 5.33% |
$121K - $142K
|
9.07K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-520- 6.94% |
$124K - $144K
|
6.97K
$1.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-533- 5.7% |
$127K - $148K
|
8.82K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-533- 39.1% |
$127K - $148K
|
830
$226K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-559- 5.56% |
$133K - $155K
|
9.5K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-567- 2.16% |
$135K - $157K
|
25.7K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-569- 11.34% |
$135K - $158K
|
4.45K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-575- 6.23% |
$137K - $159K
|
8.66K
$2.36M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-579- 5.72% |
$138K - $160K
|
9.54K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-581- 0.59% |
$138K - $161K
|
97.5K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-588- 23.72% |
$140K - $163K
|
1.89K
$515K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-606- 1.34% |
$144K - $168K
|
44.6K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-622- 32.23% |
$148K - $172K
|
1.31K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-634- 30.39% |
$151K - $176K
|
1.45K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-642- 1.36% |
$153K - $178K
|
46.4K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-686- 18.43% |
$163K - $190K
|
3.04K
$827K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-690- 3.7% |
$164K - $191K
|
17.9K
$4.89M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-701- 5.63% |
$167K - $194K
|
11.8K
$3.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-721- 0.45% |
$171K - $200K
|
159K
$43.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-743- 2.33% |
$177K - $206K
|
31.2K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-759- 10.76% |
$180K - $210K
|
6.3K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-760- 2.91% |
$181K - $211K
|
25.4K
$6.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-785- 24.19% |
$187K - $217K
|
2.46K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-788- 26.72% |
$187K - $218K
|
2.16K
$589K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-791- 37.45% |
$188K - $219K
|
1.32K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-800- 41.03% |
$190K - $222K
|
1.15K
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-823- 43.82% |
$196K - $228K
|
1.06K
$287K
|