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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123New |
$29.7K - $33.8K
|
123
$33.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
115+ 2.3% |
$27.8K - $31.6K
|
5.11K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
113+ 6.35% |
$27.3K - $31.1K
|
1.89K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
112+ 13.51% |
$27K - $30.8K
|
941
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
110New |
$26.6K - $30.2K
|
110
$29.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
109+ 2.26% |
$26.3K - $30K
|
4.93K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100New |
$24.1K - $27.5K
|
100
$27K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
91+ 3.17% |
$22K - $25K
|
2.96K
$801K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
91+ 0.96% |
$22K - $25K
|
9.59K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
79+ 2.56% |
$19.1K - $21.7K
|
3.17K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
75+ 7.42% |
$18.1K - $20.6K
|
1.09K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
75+ 1.02% |
$18.1K - $20.6K
|
7.45K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 0.8% |
$17.6K - $20.1K
|
9.16K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
69+ 5.5% |
$16.7K - $19K
|
1.32K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
65+ 1.16% |
$15.7K - $17.9K
|
5.65K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
64+ 0.5% |
$15.5K - $17.6K
|
12.8K
$3.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
64+ 0.62% |
$15.5K - $17.6K
|
10.5K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
57New |
$13.8K - $15.7K
|
57
$15.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
57+ 2.46% |
$13.8K - $15.7K
|
2.37K
$642K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
56+ 0.62% |
$13.5K - $15.4K
|
9.04K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
54+ 4.23% |
$13K - $14.8K
|
1.33K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
53+ 0.58% |
$12.8K - $14.6K
|
9.12K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
47+ 0.23% |
$11.3K - $12.9K
|
20.4K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
46+ 2.56% |
$11.1K - $12.6K
|
1.85K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
45+ 128.57% |
$10.9K - $12.4K
|
80
$21.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
44New |
$10.6K - $12.1K
|
44
$11.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
44+ 4.08% |
$10.6K - $12.1K
|
1.12K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
44+ 0.78% |
$10.6K - $12.1K
|
5.69K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
36+ 0.42% |
$8.69K - $9.9K
|
8.55K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
34New |
$8.21K - $9.35K
|
34
$9.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
29+ 0.25% |
$7K - $7.97K
|
11.5K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
29+ 0.8% |
$7K - $7.97K
|
3.65K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
26+ 1.34% |
$6.28K - $7.15K
|
1.97K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
25+ 1.67% |
$6.04K - $6.87K
|
1.52K
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22New |
$5.31K - $6.05K
|
22
$5.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 1.15% |
$5.07K - $5.77K
|
1.85K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
21+ 15.11% |
$5.07K - $5.77K
|
160
$43.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20+ 0.51% |
$4.83K - $5.5K
|
3.95K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19+ 0.07% |
$4.59K - $5.22K
|
27.2K
$7.36M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
17New |
$4.11K - $4.67K
|
17
$4.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13+ 0.45% |
$3.14K - $3.57K
|
2.89K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13+ 30.23% |
$3.14K - $3.57K
|
56
$15.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 15.94% |
$2.66K - $3.02K
|
80
$21.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10+ 0.1% |
$2.41K - $2.75K
|
9.99K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 22.22% |
$2.41K - $2.75K
|
55
$14.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8+ 0.19% |
$1.93K - $2.2K
|
4.3K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.75% |
$1.93K - $2.2K
|
1.08K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
6+ 0.12% |
$1.45K - $1.65K
|
4.91K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.45K - $1.65K
|
5.45K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.13% |
$1.21K - $1.37K
|
3.98K
$1.08M
|