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 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-171- 0.35% |
$41.3K - $47K
|
49.2K
$13.3M
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-171- 6.68% |
$41.3K - $47K
|
2.39K
$648K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-172- 69.64% |
$41.5K - $47.3K
|
75
$20.4K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-172- 3.21% |
$41.5K - $47.3K
|
5.19K
$1.41M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-176- 68.22% |
$42.5K - $48.4K
|
82
$22.3K
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-177- 1.81% |
$42.7K - $48.7K
|
9.58K
$2.6M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-189- 7.68% |
$45.6K - $52K
|
2.27K
$617K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-190- 2.59% |
$45.9K - $52.2K
|
7.14K
$1.94M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-192- 12.89% |
$46.4K - $52.8K
|
1.3K
$352K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 5.74% |
$48.3K - $55K
|
3.28K
$891K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-200- 60.79% |
$48.3K - $55K
|
129
$35K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-203- 5.61% |
$49K - $55.8K
|
3.42K
$927K
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-204- 2.31% |
$49.3K - $56.1K
|
8.62K
$2.34M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-204- 7.84% |
$49.3K - $56.1K
|
2.4K
$651K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-206- 1.17% |
$49.7K - $56.6K
|
17.4K
$4.71M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-213- 4.28% |
$51.4K - $58.6K
|
4.77K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-217- 12.18% |
$52.4K - $59.7K
|
1.57K
$425K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-220- 5.95% |
$53.1K - $60.5K
|
3.48K
$943K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-221- 79.21% |
$53.4K - $60.8K
|
58
$15.7K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-229- 2.47% |
$55.3K - $62.9K
|
9.04K
$2.45M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-232- 2.08% |
$56K - $63.8K
|
10.9K
$2.97M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-232- 2.09% |
$56K - $63.8K
|
10.9K
$2.95M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-240- 6.8% |
$58K - $66K
|
3.29K
$892K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.72% |
$60.9K - $69.3K
|
9K
$2.44M
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-255- 18.14% |
$61.6K - $70.1K
|
1.15K
$312K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-262- 0.48% |
$63.3K - $72K
|
53.9K
$14.6M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-266- 7.85% |
$64.2K - $73.1K
|
3.12K
$847K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-272- 2.59% |
$65.7K - $74.8K
|
10.2K
$2.78M
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-276- 3.44% |
$66.6K - $75.9K
|
7.74K
$2.1M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-288- 1.96% |
$69.5K - $79.2K
|
14.4K
$3.91M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-290- 6.72% |
$70K - $79.7K
|
4.03K
$1.09M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-299- 4.88% |
$72.2K - $82.2K
|
5.83K
$1.58M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-301- 2.4% |
$72.7K - $82.7K
|
12.3K
$3.33M
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-309- 9.28% |
$74.6K - $84.9K
|
3.02K
$820K
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-310- 25.22% |
$74.9K - $85.2K
|
919
$249K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-321- 68.3% |
$77.5K - $88.2K
|
149
$40.4K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-324- 6.33% |
$78.2K - $89.1K
|
4.8K
$1.3M
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-325- 2.26% |
$78.5K - $89.3K
|
14K
$3.81M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-328- 5.79% |
$79.2K - $90.2K
|
5.34K
$1.45M
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-331- 7.84% |
$79.9K - $91K
|
3.89K
$1.06M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-344- 33.4% |
$83.1K - $94.6K
|
686
$186K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-344- 19.95% |
$83.1K - $94.6K
|
1.38K
$375K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-350- 0.08% |
$84.5K - $96.2K
|
465K
$126M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-354- 12.54% |
$85.5K - $97.3K
|
2.47K
$670K
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-358- 3.48% |
$86.4K - $98.4K
|
9.93K
$2.69M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-371- 1.07% |
$89.6K - $102K
|
34.3K
$9.32M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-384- 26.18% |
$92.7K - $106K
|
1.08K
$294K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-389- 1.47% |
$93.9K - $107K
|
26.1K
$7.09M
|
|
Feb 10, 2025
Q4 2024
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-390- 4.0% |
$94.2K - $107K
|
9.36K
$2.54M
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-395- 3.93% |
$95.4K - $109K
|
9.66K
$2.62M
|