Institutional Ownership Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT). We have compiled data on the 975 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
10,796
shares
|
$2.83 Million
0.05% of portfolio
|
Q2 2023
Reduced 9.53%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
10,653
shares
|
$2.79 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
10,531
shares
|
$2.76 Million
0.8% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
10,521
shares
|
$2.76 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
10,477
shares
|
$2.74 Million
0.08% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
10,451
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
10,435
shares
|
$2.73 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
10,401
shares
|
$2.72 Million
0.31% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
10,394
shares
|
$2.72 Million
0.33% of portfolio
|
Q1 2024
New holding
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
10,298
shares
|
$2.7 Million
0.55% of portfolio
|
Q1 2019
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
10,284
shares
|
$2.69 Million
2.34% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
10,191
shares
|
$2.67 Million
0.6% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
10,047
shares
|
$2.63 Million
0.27% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
10,028
shares
|
$2.63 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
9,980
shares
|
$2.61 Million
0.05% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
9,760
shares
|
$2.56 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Oct 21, 2024 Q3 2024 |
9,745
shares
|
$2.55 Million
1.33% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,734
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,577
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
9,573
shares
|
$2.51 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
9,542
shares
|
$2.5 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
9,499
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,499
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,460
shares
|
$2.48 Million
0.05% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
9,430
shares
|
$2.47 Million
0.54% of portfolio
|
Q3 2024
Reduced 7.19%
|