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 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 2.88% |
$754K - $878K
|
107K
$29.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.35K- 45.39% |
$796K - $928K
|
4.03K
$1.1M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.53K- 1.91% |
$839K - $978K
|
181K
$49.3M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.6K- 19.02% |
$856K - $998K
|
15.3K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.03K- 2.83% |
$957K - $1.12M
|
139K
$37.7M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.24K- 51.01% |
$1.01M - $1.17M
|
4.07K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.7K- 42.15% |
$1.12M - $1.3M
|
6.45K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.19K- 28.85% |
$1.23M - $1.44M
|
12.8K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.27K- 19.02% |
$1.25M - $1.46M
|
22.4K
$6.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.47K- 55.16% |
$1.3M - $1.52M
|
4.45K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.67K- 6.65% |
$1.35M - $1.57M
|
79.6K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.78K- 67.25% |
$1.37M - $1.6M
|
2.81K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-6.03K- 87.07% |
$1.43M - $1.67M
|
896
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.15K- 36.49% |
$1.46M - $1.7M
|
10.7K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.55K- 76.37% |
$1.56M - $1.81M
|
2.03K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.63K- 3.09% |
$1.58M - $1.84M
|
208K
$56.6M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.27K- 88.32% |
$1.73M - $2.01M
|
961
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.28K- 2.57% |
$1.73M - $2.02M
|
276K
$75.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.67K- 2.8% |
$1.82M - $2.12M
|
266K
$72.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.1K- 77.88% |
$1.93M - $2.24M
|
2.3K
$626K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.45K- 1.24% |
$2.01M - $2.34M
|
674K
$184M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.71K- 6.53% |
$2.07M - $2.41M
|
125K
$34M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.83K- 21.89% |
$2.34M - $2.72M
|
35.1K
$9.55M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 60.92% |
$2.57M - $3M
|
6.94K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.9K- 12.59% |
$2.59M - $3.01M
|
75.6K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.7K- 38.03% |
$2.78M - $3.24M
|
19.1K
$5.19M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 11.63% |
$2.79M - $3.25M
|
89.2K
$24.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 43.58% |
$3.34M - $3.89M
|
18.2K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.6K- 1.36% |
$3.71M - $4.32M
|
1.13M
$309M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-17.9K- 68.89% |
$4.27M - $4.97M
|
8.1K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-19.6K- 62.53% |
$4.66M - $5.43M
|
11.8K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.3K- 6.24% |
$5.07M - $5.91M
|
321K
$87.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.2K- 2.6% |
$5.27M - $6.14M
|
832K
$226M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.3KClosed |
$5.29M - $6.17M
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25.3K- 99.59% |
$6.02M - $7.02M
|
104
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 3.12% |
$8.57M - $9.99M
|
1.12M
$305M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.1K- 7.98% |
$8.82M - $10.3M
|
428K
$117M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-74.8K- 99.59% |
$17.8M - $20.7M
|
307
$83.6K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-79.5K- 11.37% |
$18.9M - $22M
|
620K
$169M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-103K- 22.78% |
$24.4M - $28.4M
|
348K
$94.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-104K- 87.26% |
$24.7M - $28.7M
|
15.1K
$4.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-123K- 99.19% |
$29.4M - $34.2M
|
1.01K
$275K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 56.23% |
$35.3M - $41.2M
|
116K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-734K- 94.9% |
$175M - $203M
|
39.5K
$10.7M
|