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 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
155+ 7.67% |
$36.8K - $42.9K
|
2.18K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
152+ 6.8% |
$36.1K - $42.1K
|
2.39K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
150New |
$35.7K - $41.5K
|
150
$40.8K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
150+ 4.95% |
$35.7K - $41.5K
|
3.18K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
147+ 5.47% |
$34.9K - $40.7K
|
2.83K
$772K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
139+ 5.16% |
$33K - $38.5K
|
2.84K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
136+ 4.33% |
$32.3K - $37.7K
|
3.28K
$893K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
136+ 3.36% |
$32.3K - $37.7K
|
4.19K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
135+ 1.29% |
$32.1K - $37.4K
|
10.6K
$2.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
134+ 3.86% |
$31.9K - $37.1K
|
3.61K
$983K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
132+ 165.0% |
$31.4K - $36.6K
|
212
$57.7K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
131+ 14.25% |
$31.1K - $36.3K
|
1.05K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
131+ 0.3% |
$31.1K - $36.3K
|
43.4K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
129+ 1.28% |
$30.7K - $35.7K
|
10.2K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
129+ 1.22% |
$30.7K - $35.7K
|
10.7K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
129+ 5.34% |
$30.7K - $35.7K
|
2.54K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
127+ 0.65% |
$30.2K - $35.2K
|
19.8K
$5.39M
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
123+ 5.21% |
$29.2K - $34.1K
|
2.49K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
121+ 6.25% |
$28.8K - $33.5K
|
2.06K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
121+ 8.08% |
$28.8K - $33.5K
|
1.62K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
118+ 1.52% |
$28.1K - $32.7K
|
7.86K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 6.71% |
$27.3K - $31.9K
|
1.83K
$498K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
113+ 4.71% |
$26.9K - $31.3K
|
2.51K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111+ 4.01% |
$26.4K - $30.7K
|
2.88K
$784K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
109+ 5.37% |
$25.9K - $30.2K
|
2.14K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
104+ 1.03% |
$24.7K - $28.8K
|
10.2K
$2.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
101+ 2.53% |
$24K - $28K
|
4.1K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
101+ 0.43% |
$24K - $28K
|
23.6K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 0.62% |
$23.8K - $27.7K
|
16.2K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
95+ 1.35% |
$22.6K - $26.3K
|
7.16K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
93+ 2.12% |
$22.1K - $25.8K
|
4.48K
$1.22M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
90+ 4.8% |
$21.4K - $24.9K
|
1.97K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
87New |
$20.7K - $24.1K
|
87
$23.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
86+ 1.08% |
$20.4K - $23.8K
|
8.03K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83+ 9.82% |
$19.7K - $23K
|
928
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
82New |
$19.5K - $22.7K
|
82
$22.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 3.51% |
$19.5K - $22.7K
|
2.42K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
75+ 0.56% |
$17.8K - $20.8K
|
13.6K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
72+ 1.03% |
$17.1K - $19.9K
|
7.05K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
67+ 0.91% |
$15.9K - $18.6K
|
7.41K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
65+ 4.71% |
$15.5K - $18K
|
1.44K
$393K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 109.09% |
$14.3K - $16.6K
|
115
$31.3K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
56+ 1.83% |
$13.3K - $15.5K
|
3.12K
$849K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
56+ 0.2% |
$13.3K - $15.5K
|
28.7K
$7.82M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$12.8K - $15K
|
54
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
53+ 4.12% |
$12.6K - $14.7K
|
1.34K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53+ 10.31% |
$12.6K - $14.7K
|
567
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
53+ 0.28% |
$12.6K - $14.7K
|
18.9K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51+ 20.32% |
$12.1K - $14.1K
|
302
$82.2K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
50+ 1.66% |
$11.9K - $13.8K
|
3.06K
$834K
|