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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.37KNew |
$1.51M - $1.76M
|
6.37K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.36K+ 18.97% |
$1.51M - $1.76M
|
39.9K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.1K+ 8.03% |
$1.45M - $1.69M
|
82K
$22.3M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.82K+ 196.49% |
$1.38M - $1.61M
|
8.78K
$2.39M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.74K+ 9.06% |
$1.36M - $1.59M
|
69.1K
$18.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.68K+ 111.94% |
$1.35M - $1.57M
|
10.8K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.6K+ 109.56% |
$1.33M - $1.55M
|
10.7K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 217.44% |
$1.32M - $1.54M
|
8.1K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.42K+ 146.38% |
$1.29M - $1.5M
|
9.12K
$2.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 35.11% |
$1.27M - $1.48M
|
20.6K
$5.6M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.34K+ 27.35% |
$1.27M - $1.48M
|
24.9K
$6.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.3K+ 21.68% |
$1.26M - $1.47M
|
29.8K
$8.11M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.12K+ 30.42% |
$1.22M - $1.42M
|
22K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
4.6KNew |
$1.09M - $1.27M
|
4.6K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.52K+ 5.01% |
$1.08M - $1.25M
|
94.8K
$25.8M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.46K+ 132.77% |
$1.06M - $1.24M
|
7.82K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.36K+ 87.73% |
$1.04M - $1.21M
|
9.32K
$2.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.32K+ 10.14% |
$1.03M - $1.2M
|
46.9K
$12.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.27K+ 65.98% |
$1.02M - $1.18M
|
10.7K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.2K+ 16.8% |
$999K - $1.16M
|
29.2K
$7.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.15KNew |
$987K - $1.15M
|
4.15K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.8K+ 48.11% |
$904K - $1.05M
|
11.7K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.7K+ 113.72% |
$879K - $1.02M
|
6.95K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.6K+ 2166.27% |
$855K - $996K
|
3.76K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
3.59K+ 189.7% |
$854K - $995K
|
5.48K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.48K+ 12.57% |
$827K - $964K
|
31.2K
$8.49M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.36K+ 0.82% |
$799K - $931K
|
414K
$113M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.36K+ 90.88% |
$798K - $930K
|
7.05K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.33K+ 111.94% |
$791K - $922K
|
6.3K
$1.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 2.4% |
$786K - $916K
|
141K
$38.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.3KNew |
$785K - $915K
|
3.3K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.29KNew |
$781K - $910K
|
3.29K
$895K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.24K+ 10.45% |
$770K - $897K
|
34.2K
$9.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.23KNew |
$767K - $894K
|
3.23K
$879K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$732K - $853K
|
3.08K
$839K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.01K+ 3.77% |
$715K - $833K
|
82.7K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.99K+ 3.89% |
$711K - $828K
|
79.8K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.97K+ 12.87% |
$707K - $824K
|
26.1K
$7.1M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.96KNew |
$704K - $820K
|
2.96K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.95K+ 10.6% |
$702K - $818K
|
30.8K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.84K+ 7.32% |
$675K - $787K
|
41.7K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83K+ 27.61% |
$672K - $782K
|
13.1K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$663K - $772K
|
2.79K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.75K+ 163.41% |
$653K - $761K
|
4.43K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.71K+ 64.89% |
$645K - $751K
|
6.89K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.71K+ 3.51% |
$643K - $749K
|
79.8K
$21.7M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68KNew |
$636K - $741K
|
2.68K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.64KNew |
$627K - $730K
|
2.64K
$718K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.62K+ 3.74% |
$623K - $726K
|
72.7K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.56K+ 20.55% |
$607K - $708K
|
15K
$4.08M
|