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 |
---|---|---|---|---|---|---|---|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-195K- 23.4% |
$42.1M - $55.4M
|
637K
$186M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.24K- 50.81% |
$1.78M - $2.34M
|
7.98K
$2.32M
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-43- 0.34% |
$9.3K - $12.2K
|
12.6K
$3.67M
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-54- 3.97% |
$11.7K - $15.4K
|
1.31K
$380K
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
817New |
$177K - $232K
|
817
$238K
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-6.86K- 10.3% |
$1.48M - $1.95M
|
59.7K
$17.4M
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.11KNew |
$240K - $316K
|
1.11K
$324K
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
16+ 0.17% |
$3.46K - $4.55K
|
9.43K
$2.75M
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-658- 3.44% |
$142K - $187K
|
18.5K
$5.39M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
14+ 0.03% |
$3.03K - $3.98K
|
40.5K
$11.8M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-294- 2.86% |
$63.6K - $83.6K
|
9.99K
$2.91M
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.26% |
$865 - $1.14K
|
1.54K
$450K
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
716New |
$155K - $204K
|
716
$209K
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-7- 0.26% |
$1.51K - $1.99K
|
2.71K
$791K
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
38+ 0.78% |
$8.22K - $10.8K
|
4.92K
$1.43M
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
738New |
$160K - $210K
|
738
$215K
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-82- 4.15% |
$17.7K - $23.3K
|
1.9K
$552K
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
672+ 5.71% |
$145K - $191K
|
12.4K
$3.62M
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-39- 0.46% |
$8.43K - $11.1K
|
8.48K
$2.47M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
147+ 3.93% |
$31.8K - $41.8K
|
3.89K
$1.13M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-799- 46.67% |
$173K - $227K
|
913
$266K
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.12K+ 26.94% |
$242K - $318K
|
5.27K
$1.54M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.59KNew |
$993K - $1.31M
|
4.59K
$1.34M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-899- 23.61% |
$194K - $256K
|
2.91K
$848K
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.85K+ 5.57% |
$615K - $809K
|
53.9K
$15.7M
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$1.08K - $1.42K
|
5
$1.46K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
315+ 23.6% |
$68.1K - $89.6K
|
1.65K
$481K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
967+ 10.39% |
$209K - $275K
|
10.3K
$3M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
476+ 5.52% |
$103K - $135K
|
9.1K
$2.65M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
807+ 69.75% |
$175K - $230K
|
1.96K
$572K
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-117- 1.02% |
$25.3K - $33.3K
|
11.3K
$3.29M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
78New |
$16.9K - $22.2K
|
78
$22.7K
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.24K+ 3.54% |
$700K - $920K
|
94.6K
$27.6M
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-274- 1.73% |
$59.3K - $77.9K
|
15.6K
$4.54M
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
351+ 1.93% |
$75.9K - $99.8K
|
18.5K
$5.39M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.05K- 35.14% |
$442K - $582K
|
3.77K
$1.1M
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
16+ 18.39% |
$3.46K - $4.55K
|
103
$30K
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
10.7KNew |
$2.32M - $3.06M
|
10.7K
$3.13M
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
70.2KNew |
$15.2M - $20M
|
70.2K
$20.5M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-493- 7.86% |
$107K - $140K
|
5.78K
$1.68M
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
34KNew |
$7.35M - $9.66M
|
34K
$9.9M
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
793New |
$172K - $226K
|
793
$231K
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
68+ 1.81% |
$14.7K - $19.3K
|
3.82K
$1.11M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
652+ 10.94% |
$141K - $185K
|
6.61K
$1.93M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.18% |
$4.33K - $5.69K
|
10.9K
$3.17M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
319+ 1.31% |
$69K - $90.7K
|
24.7K
$7.19M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.32K+ 103.29% |
$285K - $375K
|
2.59K
$756K
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-585- 30.14% |
$127K - $166K
|
1.36K
$395K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
133+ 115.65% |
$28.8K - $37.8K
|
248
$72.3K
|