Purchases and Sales Made in Q3 2025 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
97.7KNew |
$27.6M - $28.7M
|
97.7K
$28.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
71.2K+ 4114.96% |
$20.1M - $21M
|
73K
$21.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
67.6K+ 17.78% |
$19.1M - $19.9M
|
448K
$132M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
25.5K+ 807.61% |
$7.2M - $7.5M
|
28.6K
$8.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.7KNew |
$6.12M - $6.37M
|
21.7K
$6.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
12.1K+ 40.33% |
$3.43M - $3.57M
|
42.3K
$12.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.3K+ 47.04% |
$3.2M - $3.33M
|
35.4K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.3K+ 36.83% |
$2.91M - $3.03M
|
38.3K
$11.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8.21K+ 77.91% |
$2.32M - $2.42M
|
18.8K
$5.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.84K+ 68.48% |
$1.93M - $2.01M
|
16.8K
$4.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.89K+ 81.55% |
$1.1M - $1.14M
|
8.66K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.2K+ 3.09% |
$906K - $942K
|
107K
$31.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.85K+ 9.84% |
$807K - $839K
|
31.9K
$9.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.58KNew |
$730K - $760K
|
2.58K
$762K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.44K+ 9.69% |
$690K - $718K
|
27.6K
$8.15M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.39K+ 5.89% |
$675K - $702K
|
42.9K
$12.7M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
2.37KNew |
$669K - $696K
|
2.37K
$699K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.28K+ 112.77% |
$644K - $670K
|
4.3K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.19K+ 242.89% |
$618K - $643K
|
3.09K
$911K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
2.07K+ 1.55% |
$585K - $609K
|
136K
$40.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.92K+ 2.73% |
$543K - $565K
|
72.4K
$21.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.78K+ 5.71% |
$503K - $523K
|
32.9K
$9.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.77K+ 1.19% |
$502K - $522K
|
151K
$44.5M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.72K+ 15.22% |
$487K - $506K
|
13K
$3.85M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.7K+ 68.81% |
$482K - $501K
|
4.18K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.48K+ 6.59% |
$419K - $436K
|
24K
$7.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.32K+ 1.55% |
$373K - $388K
|
86.3K
$25.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1.22K+ 12.98% |
$345K - $359K
|
10.6K
$3.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.19K+ 38.0% |
$335K - $349K
|
4.31K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.17KNew |
$331K - $345K
|
1.17K
$346K
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
BUY
|
- |
1.13KNew |
$320K - $333K
|
1.13K
$334K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.11K+ 4.61% |
$315K - $327K
|
25.3K
$7.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.09K+ 56.14% |
$309K - $322K
|
3.04K
$897K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
972+ 34.65% |
$275K - $286K
|
3.78K
$1.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
928+ 5.24% |
$262K - $273K
|
18.6K
$5.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
870+ 34.8% |
$246K - $256K
|
3.37K
$995K
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
860New |
$243K - $253K
|
860
$254K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
817+ 19.92% |
$231K - $240K
|
4.92K
$1.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
803New |
$227K - $236K
|
803
$237K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
793+ 17.15% |
$224K - $233K
|
5.42K
$1.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
753+ 6.69% |
$213K - $222K
|
12K
$3.55M
|
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
696New |
$197K - $205K
|
696
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
690New |
$195K - $203K
|
690
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
685New |
$194K - $202K
|
685
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
684New |
$193K - $201K
|
684
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
650+ 26.0% |
$184K - $191K
|
3.15K
$930K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
644+ 32.14% |
$182K - $189K
|
2.65K
$782K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
641+ 17.04% |
$181K - $189K
|
4.4K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
634+ 29.14% |
$179K - $187K
|
2.81K
$829K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
632+ 15.56% |
$179K - $186K
|
4.7K
$1.39M
|