Adviser Investments LLC Vanguard Mid Cap Growth Index Transaction History

Adviser Investments LLC

$7.85 Billion
Q1 2025

A detailed history of Adviser Investments LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Adviser Investments LLC holds 32,220 shares of VOT stock, worth $8.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

32,220

Previous 32,538 0.98%

Holding current value

$8.63 Million

Previous $8.26 Million 4.53%

% of portfolio

0.1%

Previous 0.1%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$237.72 - $276.98 $75,594 - $88,079	-318 Reduced 0.98%	32,220 $7.88 Million
Q4 2024 Feb 12, 2025	BUY	$241.48 - $274.89 $2,173 - $2,474	9 Added 0.03%	32,538 $8.26 Million
Q3 2024 Nov 08, 2024	SELL	$218.05 - $243.47 $636,487 - $710,688	-2,919 Reduced 8.23%	32,529 $7.92 Million
Q2 2024 Aug 12, 2024	BUY	$218.75 - $234.97 $67,812 - $72,840	310 Added 0.88%	35,448 $8.14 Million
Q1 2024 Apr 29, 2024	BUY	$212.21 - $235.79 $31,407 - $34,896	148 Added 0.42%	35,138 $8.29 Million
Q4 2023 Feb 01, 2024	SELL	$180.9 - $221.2 $356,373 - $435,764	-1,970 Reduced 5.33%	34,990 $7.68 Million
Q3 2023 Oct 11, 2023	BUY	$191.65 - $213.93 $407,447 - $454,815	2,126 Added 6.1%	36,960 $7.2 Million
Q2 2023 Aug 04, 2023	SELL	$186.22 - $205.77 $96,089 - $106,177	-516 Reduced 1.46%	34,834 $7.17 Million
Q1 2023 Apr 25, 2023	SELL	$177.43 - $203.61 $59,439 - $68,209	-335 Reduced 0.94%	35,350 $6.89 Million
Q4 2022 Jan 19, 2023	SELL	$165.84 - $193.83 $10.1 Million - $11.8 Million	-60,771 Reduced 63.0%	35,685 $0
Q3 2022 Oct 14, 2022	BUY	$170.12 - $208.72 $918,648 - $1.13 Million	5,400 Added 5.93%	96,456 $16.5 Million
Q2 2022 Jul 14, 2022	SELL	$167.96 - $227.2 $745,238 - $1.01 Million	-4,437 Reduced 4.65%	91,056 $16 Million
Q1 2022 May 04, 2022	BUY	$199.76 - $251.37 $259,288 - $326,278	1,298 Added 1.38%	95,493 $21.3 Million
Q4 2021 Jan 31, 2022	BUY	$234.3 - $265.79 $341,843 - $387,787	1,459 Added 1.57%	94,195 $24 Million
Q3 2021 Nov 05, 2021	BUY	$230.42 - $251.05 $423,281 - $461,178	1,837 Added 2.02%	92,736 $21.9 Million
Q2 2021 Jul 09, 2021	BUY	$210.91 - $237.31 $197,411 - $222,122	936 Added 1.04%	90,899 $21.5 Million
Q1 2021 May 05, 2021	SELL	$204.75 - $230.34 $810,195 - $911,455	-3,957 Reduced 4.21%	89,963 $19.3 Million
Q4 2020 Jan 26, 2021	BUY	$178.76 - $215.29 $310,863 - $374,389	1,739 Added 1.89%	93,920 $19.9 Million
Q3 2020 Nov 13, 2020	BUY	$166.29 - $188.98 $339,730 - $386,086	2,043 Added 2.27%	92,181 $16.6 Million
Q2 2020 Aug 03, 2020	BUY	$120.77 - $169.89 $2.23 Million - $3.13 Million	18,446 Added 25.73%	90,138 $14.9 Million
Q1 2020 Apr 08, 2020	BUY	$108.51 - $170.49 $739,495 - $1.16 Million	6,815 Added 10.5%	71,692 $9.08 Million
Q4 2019 Feb 07, 2020	BUY	$144.1 - $159.03 $89,918 - $99,234	624 Added 0.97%	64,877 $10.3 Million
Q3 2019 Nov 13, 2019	SELL	$147.12 - $150.91 $1.17 Million - $1.2 Million	-7,957 Reduced 11.02%	64,253 $9.52 Million
Q2 2019 Aug 12, 2019	BUY	N/A	2,902 Added 4.19%	72,210 $10.8 Million
Q1 2019 May 07, 2019	BUY	N/A	14,702 Added 26.92%	69,308 $9.9 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-2,833 Reduced 4.93%	54,606 $6.54 Million
Q3 2018 Nov 14, 2018	BUY	N/A	30,082 Added 109.96%	57,439 $8.19 Million
Q2 2018 Aug 02, 2018	BUY	N/A	15,054 Added 122.36%	27,357 $3.68 Million
Q1 2018 May 14, 2018	BUY	N/A	6,226 Added 102.45%	12,303 $1.6 Million
Q4 2017 Feb 12, 2018	BUY	N/A	191 Added 3.24%	6,077 $776,000
Q3 2017 Oct 23, 2017	SELL	N/A	-838 Reduced 12.46%	5,886 $717,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,724	6,724 $791,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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Adviser Investments LLC Vanguard Mid Cap Growth Index Transaction History