Purchases and Sales Made in Q2 2025 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
96.1K+ 634.22% |
$20.8M - $27.3M
|
111K
$31.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
75.7K+ 3.18% |
$16.4M - $21.5M
|
2.46M
$699M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
70.2KNew |
$15.2M - $20M
|
70.2K
$20M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
50.2K+ 466.64% |
$10.9M - $14.3M
|
61K
$17.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
36.5KNew |
$7.9M - $10.4M
|
36.5K
$10.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
34KNew |
$7.35M - $9.66M
|
34K
$9.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.4K+ 9.3% |
$7M - $9.2M
|
380K
$108M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
30.6K+ 76.71% |
$6.61M - $8.7M
|
70.4K
$20M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
25.3K+ 201.87% |
$5.46M - $7.18M
|
37.8K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
22.5KNew |
$4.88M - $6.41M
|
22.5K
$6.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
19.1K+ 64.24% |
$4.14M - $5.44M
|
48.9K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17.1KNew |
$3.7M - $4.86M
|
17.1K
$4.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
15.2K+ 15.35% |
$3.29M - $4.33M
|
114K
$32.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14.9K+ 12.71% |
$3.22M - $4.24M
|
132K
$37.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
14.8K+ 126.22% |
$3.21M - $4.22M
|
26.6K
$7.57M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 12.3% |
$3M - $3.94M
|
126K
$36M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
13.6KNew |
$2.94M - $3.86M
|
13.6K
$3.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
13.1K+ 1.29% |
$2.84M - $3.74M
|
1.04M
$295M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
13.1K+ 6.31% |
$2.84M - $3.73M
|
221K
$62.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.1KNew |
$2.83M - $3.72M
|
13.1K
$3.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.9K+ 29.69% |
$2.79M - $3.67M
|
56.3K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
11.6KNew |
$2.51M - $3.3M
|
11.6K
$3.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
10.7KNew |
$2.32M - $3.06M
|
10.7K
$3.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
10.5K+ 130.24% |
$2.26M - $2.97M
|
18.5K
$5.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
9.41KNew |
$2.03M - $2.68M
|
9.41K
$2.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
8.77K+ 978.91% |
$1.9M - $2.49M
|
9.67K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.38K+ 27.7% |
$1.81M - $2.38M
|
38.6K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
8.38K+ 195.88% |
$1.81M - $2.38M
|
12.7K
$3.6M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.46K+ 368.13% |
$1.61M - $2.12M
|
9.49K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.24K+ 31.36% |
$1.57M - $2.06M
|
30.3K
$8.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
7.22K+ 24.2% |
$1.56M - $2.05M
|
37.1K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
6.85KNew |
$1.48M - $1.95M
|
6.85K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6.78K+ 180.14% |
$1.47M - $1.93M
|
10.5K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.31K+ 6.65% |
$1.36M - $1.79M
|
101K
$28.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6.24KNew |
$1.35M - $1.77M
|
6.24K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
6.04K+ 175.45% |
$1.31M - $1.72M
|
9.48K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.88K+ 7.37% |
$1.27M - $1.67M
|
85.7K
$24.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
5.76K+ 22.69% |
$1.24M - $1.64M
|
31.1K
$8.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.18K+ 2.86% |
$1.12M - $1.47M
|
186K
$53M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.11K+ 193.59% |
$1.1M - $1.45M
|
7.74K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.1K+ 28.09% |
$1.1M - $1.45M
|
23.3K
$6.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.04K+ 288.05% |
$1.09M - $1.43M
|
6.79K
$1.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.81K+ 24.9% |
$1.04M - $1.37M
|
24.1K
$6.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.72K+ 3.34% |
$1.02M - $1.34M
|
146K
$41.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.62KNew |
$1M - $1.31M
|
4.62K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.59KNew |
$993K - $1.31M
|
4.59K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.51K+ 153.28% |
$976K - $1.28M
|
7.46K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.49KNew |
$970K - $1.28M
|
4.49K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.04KNew |
$874K - $1.15M
|
4.04K
$1.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.73K+ 20.52% |
$808K - $1.06M
|
21.9K
$6.24M
|