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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
393New |
$93.4K - $109K
|
393
$107K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
390+ 4.11% |
$92.7K - $108K
|
9.89K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
376+ 10.96% |
$89.4K - $104K
|
3.81K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
374+ 4.08% |
$88.9K - $104K
|
9.55K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
359New |
$85.3K - $99.4K
|
359
$97.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
345+ 26.06% |
$82K - $95.6K
|
1.67K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
344+ 27.22% |
$81.8K - $95.3K
|
1.61K
$438K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
332+ 20.56% |
$78.9K - $92K
|
1.95K
$530K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
331+ 10.58% |
$78.7K - $91.7K
|
3.46K
$942K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
325+ 17.61% |
$77.3K - $90K
|
2.17K
$591K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
325+ 2.31% |
$77.3K - $90K
|
14.4K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
321+ 391.46% |
$76.3K - $88.9K
|
403
$110K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
313+ 1.65% |
$74.4K - $86.7K
|
19.3K
$5.26M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
292+ 5.31% |
$69.4K - $80.9K
|
5.79K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
285+ 6.2% |
$67.8K - $78.9K
|
4.88K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
285+ 6.16% |
$67.8K - $78.9K
|
4.91K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
282+ 21.46% |
$67K - $78.1K
|
1.6K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
281+ 0.94% |
$66.8K - $77.8K
|
30.2K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 5.71% |
$65.1K - $75.9K
|
5.07K
$1.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
272+ 25.59% |
$64.7K - $75.3K
|
1.34K
$364K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
268+ 6.16% |
$63.7K - $74.2K
|
4.62K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
261+ 7.47% |
$62K - $72.3K
|
3.75K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
259+ 3.48% |
$61.6K - $71.7K
|
7.71K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
255+ 5.51% |
$60.6K - $70.6K
|
4.89K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
250+ 1.2% |
$59.4K - $69.2K
|
21K
$5.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
244+ 7.24% |
$58K - $67.6K
|
3.62K
$985K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
243+ 1.36% |
$57.8K - $67.3K
|
18.2K
$4.95M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
242+ 11.27% |
$57.5K - $67K
|
2.39K
$651K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
238+ 1.35% |
$56.6K - $65.9K
|
17.9K
$4.88M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
236+ 17.31% |
$56.1K - $65.4K
|
1.6K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
228+ 3.42% |
$54.2K - $63.2K
|
6.89K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
227+ 0.72% |
$54K - $62.9K
|
31.6K
$8.59M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
226New |
$53.7K - $62.6K
|
226
$61.5K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
226+ 13.01% |
$53.7K - $62.6K
|
1.96K
$535K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
224+ 2.48% |
$53.2K - $62K
|
9.27K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
224+ 22.74% |
$53.2K - $62K
|
1.21K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
220+ 9.56% |
$52.3K - $60.9K
|
2.52K
$687K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
201+ 1.02% |
$47.8K - $55.7K
|
19.9K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
199+ 20.2% |
$47.3K - $55.1K
|
1.18K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
198+ 0.58% |
$47.1K - $54.8K
|
34.5K
$9.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
195New |
$46.4K - $54K
|
195
$53.1K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
194New |
$46.1K - $53.7K
|
194
$52.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
191+ 0.95% |
$45.4K - $52.9K
|
20.4K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
188+ 101.62% |
$44.7K - $52.1K
|
373
$102K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
186+ 11.88% |
$44.2K - $51.5K
|
1.75K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
182+ 4.23% |
$43.3K - $50.4K
|
4.49K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 22.65% |
$39.5K - $46K
|
899
$245K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
160+ 11.54% |
$38K - $44.3K
|
1.55K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
159+ 8.1% |
$37.8K - $44K
|
2.12K
$578K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
157+ 0.7% |
$37.3K - $43.5K
|
22.6K
$6.15M
|