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 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
67+ 0.91% |
$15.9K - $18.6K
|
7.41K
$1.74M
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
65+ 4.71% |
$15.5K - $18K
|
1.44K
$339K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
56+ 0.2% |
$13.3K - $15.5K
|
28.7K
$6.73M
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$12.8K - $15K
|
54
$12.7K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
53+ 0.28% |
$12.6K - $14.7K
|
18.9K
$4.42M
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
37New |
$8.8K - $10.2K
|
37
$8.68K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
37+ 3.42% |
$8.8K - $10.2K
|
1.12K
$263K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 4.27% |
$8.56K - $9.97K
|
879
$206K
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
36New |
$8.56K - $9.97K
|
36
$8.44K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 0.32% |
$7.84K - $9.14K
|
10.3K
$2.41M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.2% |
$2.38K - $2.77K
|
4.94K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.11% |
$2.38K - $2.77K
|
9.17K
$2.15M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$2.14K - $2.49K
|
5.68K
$1.33M
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
7New |
$1.66K - $1.94K
|
7
$1.64K
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.43K - $1.66K
|
5.45K
$1.28M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.05% |
$1.43K - $1.66K
|
11.5K
$2.7M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.14% |
$475 - $554
|
1.42K
$332K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$475 - $554
|
1.05K
$247K
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
2+ 0.16% |
$475 - $554
|
1.22K
$286K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1+ 0.03% |
$238 - $277
|
3.13K
$735K
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$238 - $277
|
1.14K
$266K
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$238 - $277
|
9.57K
$2.25M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1+ 0.08% |
$238 - $277
|
1.29K
$303K
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1- 0.09% |
$238 - $277
|
1.11K
$260K
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-4- 0.1% |
$951 - $1.11K
|
3.89K
$912K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.32% |
$1.43K - $1.66K
|
1.85K
$433K
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-10- 0.12% |
$2.38K - $2.77K
|
8.54K
$2M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-16- 1.22% |
$3.8K - $4.43K
|
1.29K
$303K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 0.85% |
$4.52K - $5.26K
|
2.23K
$522K
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-22- 2.61% |
$5.23K - $6.09K
|
820
$192K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-28- 0.44% |
$6.66K - $7.76K
|
6.29K
$1.47M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-40- 0.47% |
$9.51K - $11.1K
|
8.52K
$2M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-51- 0.67% |
$12.1K - $14.1K
|
7.55K
$1.77M
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-83- 5.69% |
$19.7K - $23K
|
1.38K
$322K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-88- 14.52% |
$20.9K - $24.4K
|
518
$121K
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-98- 3.85% |
$23.3K - $27.1K
|
2.45K
$574K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 2.77% |
$23.8K - $27.7K
|
3.51K
$823K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-109- 5.62% |
$25.9K - $30.2K
|
1.83K
$429K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-118- 2.95% |
$28.1K - $32.7K
|
3.88K
$909K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 1.01% |
$29.2K - $34.1K
|
12K
$2.82M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-125- 2.9% |
$29.7K - $34.6K
|
4.18K
$980K
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 1.11% |
$30.4K - $35.5K
|
11.4K
$2.66M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-129- 3.53% |
$30.7K - $35.7K
|
3.52K
$826K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.48% |
$31.6K - $36.8K
|
8.86K
$2.08M
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-134- 0.21% |
$31.9K - $37.1K
|
63.9K
$15M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-165- 51.56% |
$39.2K - $45.7K
|
155
$36.3K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-181- 3.47% |
$43K - $50.1K
|
5.03K
$1.18M
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-182- 6.02% |
$43.3K - $50.4K
|
2.84K
$666K
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-192- 3.81% |
$45.6K - $53.2K
|
4.85K
$1.14M
|