Latest Institutional Transactions on Vanguard Mid Cap Growth Index (VOT)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap Growth Index (VOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
104K+ 16.75% |
$24.7M - $28.8M
|
724K
$194M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16+ 1.55% |
$3.8K - $4.43K
|
1.05K
$281K
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
123+ 5.21% |
$29.2K - $34.1K
|
2.49K
$666K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.34K+ 27.35% |
$1.27M - $1.48M
|
24.9K
$6.66M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.53K- 1.91% |
$839K - $978K
|
181K
$48.5M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
932+ 19.56% |
$222K - $258K
|
5.7K
$1.53M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.74K+ 9.06% |
$1.36M - $1.59M
|
69.1K
$18.5M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
28.2KNew |
$6.7M - $7.8M
|
28.2K
$7.54M
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
90+ 4.8% |
$21.4K - $24.9K
|
1.97K
$527K
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
723+ 3.54% |
$172K - $200K
|
21.2K
$5.67M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.46K+ 132.77% |
$1.06M - $1.24M
|
7.82K
$2.09M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.68K+ 111.94% |
$1.35M - $1.57M
|
10.8K
$2.88M
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
1.07KNew |
$254K - $296K
|
1.07K
$286K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-690- 3.7% |
$164K - $191K
|
17.9K
$4.81M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
6.38K+ 18.21% |
$1.52M - $1.77M
|
41.4K
$11.1M
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-155- 52.9% |
$36.8K - $42.9K
|
138
$37K
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-24- 0.16% |
$5.71K - $6.65K
|
14.7K
$3.94M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.02K+ 418.01% |
$480K - $559K
|
2.5K
$670K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.3K+ 21.82% |
$1.97M - $2.3M
|
46.3K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-102Closed |
$24.2K - $28.3K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 1.89% |
$2.38K - $2.77K
|
518
$139K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.65KNew |
$1.82M - $2.12M
|
7.65K
$2.05M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
274+ 5.71% |
$65.1K - $75.9K
|
5.07K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.56K+ 20.55% |
$607K - $708K
|
15K
$4.01M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-978- 84.75% |
$232K - $271K
|
176
$47.1K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
912+ 5.73% |
$217K - $253K
|
16.8K
$4.51M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
393New |
$93.4K - $109K
|
393
$105K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.7K- 42.15% |
$1.12M - $1.3M
|
6.45K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.81K+ 48.18% |
$1.62M - $1.89M
|
21K
$5.61M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
10.2K+ 23.18% |
$2.43M - $2.83M
|
54.3K
$14.6M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 60.92% |
$2.57M - $3M
|
6.94K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
635+ 4.18% |
$151K - $176K
|
15.8K
$4.24M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4.36K+ 87.73% |
$1.04M - $1.21M
|
9.32K
$2.5M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.71K- 6.53% |
$2.07M - $2.41M
|
125K
$33.4M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-179- 7.75% |
$42.6K - $49.6K
|
2.13K
$571K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.67K- 2.8% |
$1.82M - $2.12M
|
266K
$71.3M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
129+ 5.34% |
$30.7K - $35.7K
|
2.54K
$681K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-25- 0.65% |
$5.94K - $6.92K
|
3.82K
$1.02M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 14.97% |
$62.8M - $73.1M
|
2.03M
$543M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.5K+ 2.12% |
$13.7M - $15.9M
|
2.77M
$743M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.27K- 88.32% |
$1.73M - $2.01M
|
961
$257K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-734K- 94.9% |
$175M - $203M
|
39.5K
$10.6M
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.97K+ 12.87% |
$707K - $824K
|
26.1K
$6.99M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.62K+ 3.74% |
$623K - $726K
|
72.7K
$19.5M
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1+ 0.05% |
$238 - $277
|
2.08K
$558K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-84- 0.45% |
$20K - $23.3K
|
18.6K
$4.99M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.1K+ 8.03% |
$1.45M - $1.69M
|
82K
$22M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$2.84M - $3.31M
|
12K
$3.2M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 5.48% |
$37.4M - $43.6M
|
3.03M
$812M
|