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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$966 - $1.1K
|
2.09K
$566K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.1% |
$724 - $825
|
3.08K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3New |
$724 - $825
|
3
$811
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$724 - $825
|
1.53K
$414K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.2% |
$724 - $825
|
1.5K
$407K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2+ 0.08% |
$483 - $550
|
2.51K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$483 - $550
|
2.02K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.05% |
$241 - $275
|
1.92K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.12% |
$241 - $275
|
848
$229K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$241 - $275
|
1.5K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$241 - $275
|
1.7K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.06% |
$241 - $275
|
1.68K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$241 - $275
|
1.17K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-1- 0.02% |
$241 - $275
|
5.05K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2- 0.2% |
$483 - $550
|
975
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3- 0.27% |
$724 - $825
|
1.13K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4- 0.66% |
$966 - $1.1K
|
606
$164K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4- 0.17% |
$966 - $1.1K
|
2.34K
$633K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5- 0.59% |
$1.21K - $1.37K
|
849
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$1.21K - $1.37K
|
3.23K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9- 3.2% |
$2.17K - $2.47K
|
272
$73.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10- 0.21% |
$2.41K - $2.75K
|
4.75K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-13- 0.38% |
$3.14K - $3.57K
|
3.41K
$921K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 0.43% |
$3.14K - $3.57K
|
3.04K
$822K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-15- 1.33% |
$3.62K - $4.12K
|
1.11K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 0.17% |
$3.62K - $4.12K
|
8.56K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-19- 0.38% |
$4.59K - $5.22K
|
4.93K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-20- 3.77% |
$4.83K - $5.5K
|
510
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-20- 0.41% |
$4.83K - $5.5K
|
4.85K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20- 1.14% |
$4.83K - $5.5K
|
1.74K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-21- 30.43% |
$5.07K - $5.77K
|
48
$13K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-26- 0.13% |
$6.28K - $7.15K
|
20.7K
$5.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-32- 3.03% |
$7.73K - $8.8K
|
1.02K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-35- 1.65% |
$8.45K - $9.62K
|
2.08K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-38- 1.41% |
$9.18K - $10.4K
|
2.65K
$717K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-39- 0.9% |
$9.42K - $10.7K
|
4.28K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-42- 1.96% |
$10.1K - $11.5K
|
2.1K
$569K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-47- 1.55% |
$11.3K - $12.9K
|
2.99K
$810K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 3.4% |
$11.6K - $13.2K
|
1.36K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-48- 0.45% |
$11.6K - $13.2K
|
10.6K
$2.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-49- 0.33% |
$11.8K - $13.5K
|
14.9K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 4.75% |
$12.1K - $13.7K
|
1K
$271K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-52- 0.56% |
$12.6K - $14.3K
|
9.17K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-56- 2.03% |
$13.5K - $15.4K
|
2.7K
$729K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-57- 1.41% |
$13.8K - $15.7K
|
4K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-60- 0.65% |
$14.5K - $16.5K
|
9.24K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-62- 1.98% |
$15K - $17K
|
3.07K
$830K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-74- 41.57% |
$17.9K - $20.3K
|
104
$28.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-74- 0.39% |
$17.9K - $20.3K
|
18.7K
$5.06M
|