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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33K+ 17.37% |
$7.84M - $9.14M
|
223K
$59.8M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.8K+ 48.11% |
$904K - $1.05M
|
11.7K
$3.14M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
94.4K+ 4.13% |
$22.4M - $26.1M
|
2.38M
$639M
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-912- 19.05% |
$217K - $253K
|
3.88K
$1.04M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.98KNew |
$470K - $548K
|
1.98K
$530K
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-116- 2.36% |
$27.6K - $32.1K
|
4.79K
$1.29M
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
29+ 2.83% |
$6.89K - $8.03K
|
1.05K
$282K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-128- 0.47% |
$30.4K - $35.5K
|
27.1K
$7.26M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.6K- 19.02% |
$856K - $998K
|
15.3K
$4.12M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-233- 17.95% |
$55.4K - $64.5K
|
1.07K
$286K
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-8- 0.41% |
$1.9K - $2.22K
|
1.96K
$527K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 1.2% |
$490K - $571K
|
173K
$46.5M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-60- 0.48% |
$14.3K - $16.6K
|
12.5K
$3.36M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-302- 4.13% |
$71.8K - $83.6K
|
7.02K
$1.88M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-19- 0.77% |
$4.52K - $5.26K
|
2.44K
$654K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.5K+ 140.73% |
$3.21M - $3.74M
|
23.1K
$6.19M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
800+ 0.73% |
$190K - $222K
|
110K
$29.5M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.71K+ 17.11% |
$406K - $473K
|
11.7K
$3.14M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.42K+ 146.38% |
$1.29M - $1.5M
|
9.12K
$2.45M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.3K- 23.48% |
$547K - $638K
|
7.5K
$2.01M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
261+ 7.47% |
$62K - $72.3K
|
3.75K
$1.01M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.57K+ 217.11% |
$2.04M - $2.37M
|
12.5K
$3.36M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17New |
$4.04K - $4.71K
|
17
$4.56K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-370- 16.64% |
$88K - $102K
|
1.85K
$497K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-95- 0.11% |
$22.6K - $26.3K
|
87.2K
$23.4M
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-173- 2.28% |
$41.1K - $47.9K
|
7.41K
$1.99M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
135+ 1.29% |
$32.1K - $37.4K
|
10.6K
$2.84M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
611+ 6.76% |
$145K - $169K
|
9.65K
$2.59M
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.24K- 51.01% |
$1.01M - $1.17M
|
4.07K
$1.09M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10New |
$2.38K - $2.77K
|
10
$2.68K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-173- 40.9% |
$41.1K - $47.9K
|
250
$67.1K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-559- 5.56% |
$133K - $155K
|
9.5K
$2.55M
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.08KNew |
$256K - $298K
|
1.08K
$289K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
671+ 3.58% |
$160K - $186K
|
19.4K
$5.21M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.73% |
$1.19K - $1.38K
|
681
$183K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 16.72% |
$36.6K - $42.7K
|
767
$206K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-50- 5.04% |
$11.9K - $13.8K
|
943
$253K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$3.09K - $3.6K
|
13
$3.49K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68KNew |
$636K - $741K
|
2.68K
$718K
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
910+ 18.76% |
$216K - $252K
|
5.76K
$1.55M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.52K+ 5.01% |
$1.08M - $1.25M
|
94.8K
$25.4M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1.84K+ 73.34% |
$437K - $509K
|
4.34K
$1.17M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-928- 26.29% |
$221K - $257K
|
2.6K
$698K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36+ 1.76% |
$8.56K - $9.97K
|
2.08K
$559K
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
56+ 1.83% |
$13.3K - $15.5K
|
3.12K
$837K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.67% |
$238 - $277
|
150
$40.2K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 17.89% |
$352K - $410K
|
9.75K
$2.62M
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
95+ 1.35% |
$22.6K - $26.3K
|
7.16K
$1.92M
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-95- 3.29% |
$22.6K - $26.3K
|
2.8K
$750K
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.36K+ 3.69% |
$322K - $376K
|
38.1K
$10.2M
|