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
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
48+ 120.0% |
$11.4K - $13.3K
|
88
$24K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
47+ 0.32% |
$11.2K - $13K
|
14.9K
$4.06M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
45+ 3.59% |
$10.7K - $12.5K
|
1.3K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
43+ 0.76% |
$10.2K - $11.9K
|
5.69K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
42+ 3.51% |
$9.98K - $11.6K
|
1.24K
$337K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
40+ 2.03% |
$9.51K - $11.1K
|
2.01K
$547K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
37+ 3.42% |
$8.8K - $10.2K
|
1.12K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
37+ 4.34% |
$8.8K - $10.2K
|
889
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
37New |
$8.8K - $10.2K
|
37
$10.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
36New |
$8.56K - $9.97K
|
36
$9.8K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36+ 1.76% |
$8.56K - $9.97K
|
2.08K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 4.27% |
$8.56K - $9.97K
|
879
$239K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
35New |
$8.32K - $9.69K
|
35
$9.53K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35+ 1.14% |
$8.32K - $9.69K
|
3.12K
$849K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 0.32% |
$7.84K - $9.14K
|
10.3K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
30+ 0.88% |
$7.13K - $8.31K
|
3.45K
$938K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
29+ 2.69% |
$6.89K - $8.03K
|
1.11K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
29+ 2.83% |
$6.89K - $8.03K
|
1.05K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
28New |
$6.66K - $7.76K
|
28
$7.63K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 2.29% |
$6.18K - $7.2K
|
1.16K
$316K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
23New |
$5.47K - $6.37K
|
23
$6.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
21+ 2.43% |
$4.99K - $5.82K
|
884
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20+ 4.26% |
$4.75K - $5.54K
|
490
$133K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 1.25% |
$4.52K - $5.26K
|
1.54K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17New |
$4.04K - $4.71K
|
17
$4.63K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16+ 1.55% |
$3.8K - $4.43K
|
1.05K
$286K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 1.13% |
$3.57K - $4.15K
|
1.34K
$366K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.15% |
$3.09K - $3.6K
|
8.62K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13+ 0.45% |
$3.09K - $3.6K
|
2.91K
$793K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$3.09K - $3.6K
|
13
$3.54K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 0.22% |
$2.61K - $3.05K
|
4.94K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.2% |
$2.38K - $2.77K
|
4.94K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.74% |
$2.38K - $2.77K
|
1.36K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.59% |
$2.38K - $2.77K
|
1.71K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.11% |
$2.38K - $2.77K
|
9.17K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10New |
$2.38K - $2.77K
|
10
$2.72K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
10New |
$2.38K - $2.77K
|
10
$2.72K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$2.14K - $2.49K
|
5.68K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.49% |
$1.66K - $1.94K
|
1.44K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
7New |
$1.66K - $1.94K
|
7
$1.91K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.43K - $1.66K
|
5.45K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6+ 0.25% |
$1.43K - $1.66K
|
2.36K
$643K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6+ 0.15% |
$1.43K - $1.66K
|
3.99K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.05% |
$1.43K - $1.66K
|
11.5K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
6+ 0.58% |
$1.43K - $1.66K
|
1.05K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.07% |
$1.19K - $1.38K
|
7.34K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$951 - $1.11K
|
2.1K
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.2% |
$713 - $831
|
1.47K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3+ 0.14% |
$713 - $831
|
2.1K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3New |
$713 - $831
|
3
$817
|