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 976 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $10.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
4,006
shares
|
$1.08 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,995
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
3,979
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
3,958
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,915
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,814
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
3,734
shares
|
$1 Million
0.08% of portfolio
|
Q2 2024
Reduced 18.22%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
3,697
shares
|
$993,642
0.13% of portfolio
|
Q3 2024
Added 15.97%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
3,695
shares
|
$993,105
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,667
shares
|
$985,579
0.07% of portfolio
|
Q2 2023
Reduced 24.42%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
3,651
shares
|
$981,279
0.08% of portfolio
|
Q3 2023
Reduced 1.64%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,642
shares
|
$978,860
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
3,625
shares
|
$974,291
0.36% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,622
shares
|
$973,484
0.06% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
3,618
shares
|
$972,409
0.04% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
3,611
shares
|
$970,528
0.03% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,600
shares
|
$967,571
0.08% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
3,597
shares
|
$966,765
0.12% of portfolio
|
Q4 2022
Added 15.7%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
3,571
shares
|
$959,777
0.19% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,558
shares
|
$956,283
0.06% of portfolio
|
Q4 2023
Added 18.13%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,554
shares
|
$955,208
0.03% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,529
shares
|
$948,489
0.01% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,528
shares
|
$948,220
0.01% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,484
shares
|
$936,394
0.01% of portfolio
|
Q2 2024
Reduced 15.85%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,420
shares
|
$919,193
0.23% of portfolio
|
Q3 2024
Reduced 6.51%
|