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 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.61% |
$3.62K - $4.12K
|
2.46K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
15+ 1.59% |
$3.62K - $4.12K
|
961
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13+ 30.23% |
$3.14K - $3.57K
|
56
$13.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
13+ 0.45% |
$3.14K - $3.57K
|
2.89K
$706K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
12+ 0.62% |
$2.9K - $3.3K
|
1.94K
$473K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
11+ 0.18% |
$2.66K - $3.02K
|
6.03K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 15.94% |
$2.66K - $3.02K
|
80
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 22.22% |
$2.41K - $2.75K
|
55
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10New |
$2.41K - $2.75K
|
10
$2.44K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10+ 0.1% |
$2.41K - $2.75K
|
9.99K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
9+ 0.03% |
$2.17K - $2.47K
|
32.5K
$7.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8+ 0.19% |
$1.93K - $2.2K
|
4.3K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.75% |
$1.93K - $2.2K
|
1.08K
$264K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7New |
$1.69K - $1.92K
|
7
$1.71K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 14.58% |
$1.69K - $1.92K
|
55
$13.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.45K - $1.65K
|
5.45K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
6+ 0.12% |
$1.45K - $1.65K
|
4.91K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6+ 0.2% |
$1.45K - $1.65K
|
3.07K
$749K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6+ 0.01% |
$1.45K - $1.65K
|
76.8K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5+ 0.83% |
$1.21K - $1.37K
|
604
$147K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
5New |
$1.21K - $1.37K
|
5
$1.22K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5+ 0.13% |
$1.21K - $1.37K
|
3.98K
$973K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
4New |
$966 - $1.1K
|
4
$976
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$966 - $1.1K
|
2.09K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.26% |
$966 - $1.1K
|
1.54K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
3+ 0.1% |
$724 - $825
|
3.08K
$752K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3+ 0.23% |
$724 - $825
|
1.33K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3+ 0.11% |
$724 - $825
|
2.62K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.2% |
$724 - $825
|
1.5K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3New |
$724 - $825
|
3
$732
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.16% |
$724 - $825
|
1.84K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.2% |
$724 - $825
|
1.5K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.2% |
$724 - $825
|
1.53K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2+ 0.14% |
$483 - $550
|
1.48K
$361K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2+ 0.08% |
$483 - $550
|
2.51K
$612K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
2+ 0.12% |
$483 - $550
|
1.66K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
2+ 0.08% |
$483 - $550
|
2.37K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2+ 0.1% |
$483 - $550
|
2.02K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2+ 0.21% |
$483 - $550
|
947
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.06% |
$241 - $275
|
1.7K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.07% |
$241 - $275
|
1.53K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.09% |
$241 - $275
|
1.17K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$241 - $275
|
775
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1+ 0.12% |
$241 - $275
|
848
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$241 - $275
|
1.5K
$366K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.07% |
$241 - $275
|
1.45K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.06% |
$241 - $275
|
1.68K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.05% |
$241 - $275
|
1.92K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1- 0.01% |
$241 - $275
|
9.5K
$2.32M
|