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 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
764New |
$165K - $217K
|
764
$226K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
753New |
$163K - $214K
|
753
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
750New |
$162K - $213K
|
750
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
741New |
$160K - $211K
|
741
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
738New |
$160K - $210K
|
738
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
735New |
$159K - $209K
|
735
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
734New |
$159K - $209K
|
734
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
733New |
$159K - $208K
|
733
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
732New |
$158K - $208K
|
732
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
724New |
$157K - $206K
|
724
$214K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
723New |
$156K - $206K
|
723
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
717New |
$155K - $204K
|
717
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
716New |
$155K - $204K
|
716
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
714New |
$154K - $203K
|
714
$211K
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
709New |
$153K - $202K
|
709
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
700New |
$151K - $199K
|
700
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
692+ 19.24% |
$150K - $197K
|
4.29K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
672+ 5.71% |
$145K - $191K
|
12.4K
$3.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
668+ 4.97% |
$144K - $190K
|
14.1K
$4.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
652+ 10.94% |
$141K - $185K
|
6.61K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
644+ 49.24% |
$139K - $183K
|
1.95K
$576K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
634+ 23.52% |
$137K - $180K
|
3.33K
$983K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
634+ 93.1% |
$137K - $180K
|
1.32K
$388K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
620+ 3.35% |
$134K - $176K
|
19.1K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
616+ 1.31% |
$133K - $175K
|
47.7K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
613+ 348.3% |
$133K - $174K
|
789
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
599+ 115.64% |
$130K - $170K
|
1.12K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
594+ 32.69% |
$128K - $169K
|
2.41K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
591+ 5.51% |
$128K - $168K
|
11.3K
$3.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
584+ 15.18% |
$126K - $166K
|
4.43K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
572+ 28.79% |
$124K - $163K
|
2.56K
$755K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
564+ 1.94% |
$122K - $160K
|
29.6K
$8.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
561+ 92.73% |
$121K - $160K
|
1.17K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
552New |
$119K - $157K
|
552
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
543+ 11.87% |
$117K - $154K
|
5.12K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
542+ 3.39% |
$117K - $154K
|
16.5K
$4.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
535+ 18.84% |
$116K - $152K
|
3.37K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
525+ 4.12% |
$114K - $149K
|
13.3K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
525+ 1.13% |
$114K - $149K
|
46.9K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
519+ 1.68% |
$112K - $148K
|
31.3K
$9.25M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
515+ 1.58% |
$111K - $146K
|
33.1K
$9.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
507+ 19.2% |
$110K - $144K
|
3.15K
$929K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
476+ 5.52% |
$103K - $135K
|
9.1K
$2.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
464New |
$100K - $132K
|
464
$137K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
452+ 2.06% |
$97.8K - $129K
|
22.4K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
452+ 27.92% |
$97.8K - $129K
|
2.07K
$611K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
450+ 7.77% |
$97.3K - $128K
|
6.24K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
430+ 32.87% |
$93K - $122K
|
1.74K
$513K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
430New |
$93K - $122K
|
430
$127K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
425+ 7.97% |
$91.9K - $121K
|
5.76K
$1.7M
|