Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.85M+ 26367.92% |
$447M - $508M
|
1.86M
$504M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
109K+ 4006.08% |
$26.2M - $29.9M
|
111K
$30.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54.1K+ 17.76% |
$13.1M - $14.9M
|
359K
$97.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
41.2K+ 16.35% |
$9.94M - $11.3M
|
293K
$79.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
30.6K+ 12.11% |
$7.4M - $8.42M
|
284K
$77.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.6K+ 52.11% |
$7.15M - $8.14M
|
86.5K
$23.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
23.5KNew |
$5.67M - $6.45M
|
23.5K
$6.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20.9K+ 200.7% |
$5.06M - $5.76M
|
31.4K
$8.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
19.9KNew |
$4.81M - $5.47M
|
19.9K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6K+ 207.09% |
$4.25M - $4.84M
|
26.1K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 74.16% |
$3.45M - $3.92M
|
33.5K
$9.11M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.8KNew |
$3.09M - $3.52M
|
12.8K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.9KNew |
$2.64M - $3M
|
10.9K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10.9KNew |
$2.63M - $3M
|
10.9K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$2.49M - $2.83M
|
10.3K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.58KNew |
$2.07M - $2.36M
|
8.58K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.03K+ 9.77% |
$1.94M - $2.21M
|
90.3K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.53K+ 19.07% |
$1.82M - $2.07M
|
47K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.49KNew |
$1.57M - $1.78M
|
6.49K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
6.25KNew |
$1.51M - $1.72M
|
6.25K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.2KNew |
$1.5M - $1.7M
|
6.2K
$1.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.73KNew |
$1.38M - $1.57M
|
5.73K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.67K+ 3.17% |
$1.37M - $1.56M
|
185K
$50.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.49K+ 14.21% |
$1.33M - $1.51M
|
44.1K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.42K+ 7.56% |
$1.31M - $1.49M
|
77.1K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.84K+ 4.65% |
$1.17M - $1.33M
|
109K
$29.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.43K+ 15.97% |
$1.07M - $1.22M
|
32.2K
$8.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.41K+ 24.42% |
$1.06M - $1.21M
|
22.4K
$6.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.35KNew |
$1.05M - $1.2M
|
4.35K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.34KNew |
$1.05M - $1.19M
|
4.34K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.77KNew |
$911K - $1.04M
|
3.77K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.76K+ 70.39% |
$908K - $1.03M
|
9.1K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
3.41KNew |
$823K - $937K
|
3.41K
$927K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.31K+ 66.08% |
$799K - $909K
|
8.31K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.11K+ 4.99% |
$751K - $855K
|
65.5K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.94K+ 7.4% |
$709K - $807K
|
42.6K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.76K+ 58.54% |
$667K - $760K
|
7.48K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 9.76% |
$666K - $758K
|
31K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67K+ 30.28% |
$645K - $735K
|
11.5K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.58KNew |
$623K - $709K
|
2.58K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.56K+ 22.13% |
$619K - $704K
|
14.1K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45K+ 46.25% |
$592K - $674K
|
7.75K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.45KNew |
$591K - $673K
|
2.45K
$665K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.41K+ 10.66% |
$581K - $662K
|
25K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 14.77% |
$550K - $626K
|
17.7K
$4.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.23K+ 2.94% |
$537K - $612K
|
77.8K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.1KNew |
$507K - $577K
|
2.1K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.05K+ 6.4% |
$494K - $563K
|
34K
$9.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.89KNew |
$456K - $520K
|
1.89K
$514K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
1.88KNew |
$454K - $517K
|
1.88K
$511K
|