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 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2+ 0.16% |
$475 - $554
|
1.26K
$367K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-74.8K- 99.59% |
$17.8M - $20.7M
|
307
$89.5K
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 4.95% |
$11.9K - $13.8K
|
960
$280K
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-463- 25.22% |
$110K - $128K
|
1.37K
$400K
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-249- 4.61% |
$59.2K - $69K
|
5.15K
$1.5M
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 3.07% |
$2.38K - $2.77K
|
316
$92.1K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3+ 0.2% |
$713 - $831
|
1.51K
$439K
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
580+ 157.61% |
$138K - $161K
|
948
$276K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-166- 10.86% |
$39.5K - $46K
|
1.36K
$397K
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.67K- 29.31% |
$634K - $738K
|
6.43K
$1.87M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.29KNew |
$545K - $635K
|
2.29K
$668K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.93K+ 5.68% |
$459K - $535K
|
35.9K
$10.5M
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-8- 0.41% |
$1.9K - $2.22K
|
1.96K
$572K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17New |
$4.04K - $4.71K
|
17
$4.95K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-370- 16.64% |
$88K - $102K
|
1.85K
$540K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
611+ 6.76% |
$145K - $169K
|
9.65K
$2.81M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.24K- 51.01% |
$1.01M - $1.17M
|
4.07K
$1.19M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10New |
$2.38K - $2.77K
|
10
$2.91K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-173- 40.9% |
$41.1K - $47.9K
|
250
$72.9K
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.08KNew |
$256K - $298K
|
1.08K
$314K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 16.72% |
$36.6K - $42.7K
|
767
$224K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$3.09K - $3.6K
|
13
$3.79K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68KNew |
$636K - $741K
|
2.68K
$780K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36+ 1.76% |
$8.56K - $9.97K
|
2.08K
$607K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.87K- 98.94% |
$445K - $519K
|
20
$5.83K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-71- 14.73% |
$16.9K - $19.7K
|
411
$120K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-99- 4.17% |
$23.5K - $27.4K
|
2.27K
$662K
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-47- 3.1% |
$11.2K - $13K
|
1.47K
$428K
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1+ 0.1% |
$238 - $277
|
985
$287K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
476New |
$113K - $132K
|
476
$139K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
332+ 20.56% |
$78.9K - $92K
|
1.95K
$567K
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-358- 11.08% |
$85.1K - $99.2K
|
2.87K
$838K
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
2New |
$475 - $554
|
2
$583
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
155+ 7.67% |
$36.8K - $42.9K
|
2.18K
$634K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.62KNew |
$384K - $447K
|
1.62K
$471K
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
359New |
$85.3K - $99.4K
|
359
$105K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-79- 1.66% |
$18.8K - $21.9K
|
4.69K
$1.37M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44KNew |
$10.5M - $12.2M
|
44K
$12.8M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.45K+ 8.09% |
$583K - $679K
|
32.8K
$9.55M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3New |
$713 - $831
|
3
$874
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83+ 9.82% |
$19.7K - $23K
|
928
$270K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
923New |
$219K - $256K
|
923
$269K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53+ 10.31% |
$12.6K - $14.7K
|
567
$165K
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
10.1KNew |
$2.4M - $2.79M
|
10.1K
$2.94M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.6K- 49.28% |
$381K - $444K
|
1.65K
$481K
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.02K+ 20.61% |
$241K - $281K
|
5.94K
$1.73M
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
29+ 2.69% |
$6.89K - $8.03K
|
1.11K
$323K
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-37- 1.75% |
$8.8K - $10.2K
|
2.08K
$605K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20+ 4.26% |
$4.75K - $5.54K
|
490
$143K
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.39K- 23.08% |
$331K - $385K
|
4.64K
$1.35M
|