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 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
600+ 66.67% |
$145K - $165K
|
1.5K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
581+ 3.35% |
$140K - $160K
|
17.9K
$4.85M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
573+ 4.82% |
$138K - $158K
|
12.5K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
553+ 2.39% |
$134K - $152K
|
23.7K
$6.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
546+ 32.14% |
$132K - $150K
|
2.25K
$607K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
520+ 4.31% |
$126K - $143K
|
12.6K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
478+ 7.01% |
$115K - $131K
|
7.3K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
470New |
$113K - $129K
|
470
$127K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
438+ 5.07% |
$106K - $120K
|
9.08K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
434+ 14.48% |
$105K - $119K
|
3.43K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 49.32% |
$105K - $119K
|
1.31K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 12.49% |
$103K - $117K
|
3.85K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
403+ 2.29% |
$97.3K - $111K
|
18K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
395+ 2.67% |
$95.4K - $109K
|
15.2K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
393+ 5.71% |
$94.9K - $108K
|
7.28K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
386+ 3.46% |
$93.2K - $106K
|
11.5K
$3.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
384New |
$92.7K - $106K
|
384
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
380+ 41.26% |
$91.8K - $104K
|
1.3K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
371+ 7.24% |
$89.6K - $102K
|
5.5K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
371+ 5.33% |
$89.6K - $102K
|
7.34K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
368New |
$88.9K - $101K
|
368
$99.5K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
327+ 1.77% |
$79K - $89.9K
|
18.8K
$5.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
294+ 8.86% |
$71K - $80.8K
|
3.61K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
285+ 1.29% |
$68.8K - $78.3K
|
22.3K
$6.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
269+ 2.68% |
$65K - $73.9K
|
10.3K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
249+ 4.17% |
$60.1K - $68.4K
|
6.22K
$1.68M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
246+ 4.95% |
$59.4K - $67.6K
|
5.21K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
245+ 1.31% |
$59.2K - $67.3K
|
19K
$5.14M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
229+ 2.39% |
$55.3K - $62.9K
|
9.81K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
218+ 4.02% |
$52.6K - $59.9K
|
5.64K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
207+ 0.57% |
$50K - $56.9K
|
36.8K
$9.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
206+ 10.8% |
$49.7K - $56.6K
|
2.11K
$572K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
202+ 2.28% |
$48.8K - $55.5K
|
9.05K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
200New |
$48.3K - $55K
|
200
$54.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 9.16% |
$46.8K - $53.3K
|
2.31K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
192+ 3.98% |
$46.4K - $52.8K
|
5.02K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
190+ 0.95% |
$45.9K - $52.2K
|
20.1K
$5.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
182+ 0.83% |
$43.9K - $50K
|
22K
$5.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
170+ 1.28% |
$41.1K - $46.7K
|
13.5K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
164+ 0.37% |
$39.6K - $45.1K
|
44.7K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
164+ 0.46% |
$39.6K - $45.1K
|
36K
$9.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
163+ 5433.33% |
$39.4K - $44.8K
|
166
$44.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
154New |
$37.2K - $42.3K
|
154
$41.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
146+ 4.89% |
$35.3K - $40.1K
|
3.13K
$847K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$34.5K - $39.3K
|
143
$38.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
135+ 2.9% |
$32.6K - $37.1K
|
4.79K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.68% |
$31.9K - $36.3K
|
8K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
126+ 1.32% |
$30.4K - $34.6K
|
9.67K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
126+ 3.72% |
$30.4K - $34.6K
|
3.52K
$951K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
124+ 1.46% |
$29.9K - $34.1K
|
8.61K
$2.33M
|