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 1,102 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
107,045
shares
|
$30.8 Million
5.09% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
103,003
shares
|
$29.6 Million
1.05% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
101,195
shares
|
$29.1 Million
0.36% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
98,813
shares
|
$28.4 Million
0.06% of portfolio
|
Q3 2023
Reduced 10.87%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
96,380
shares
|
$27.7 Million
0.12% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
94,827
shares
|
$27.3 Million
1.42% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
91,347
shares
|
$26.3 Million
2.73% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
89,220
shares
|
$25.7 Million
9.23% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
89,029
shares
|
$25.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
87,191
shares
|
$25.1 Million
4.81% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
86,143
shares
|
$24.8 Million
4.72% of portfolio
|
Q1 2025
Added 24.72%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
85,688
shares
|
$24.6 Million
0.52% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
82,699
shares
|
$23.8 Million
0.04% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
82,059
shares
|
$23.6 Million
5.49% of portfolio
|
Q2 2025
Reduced 15.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
82,042
shares
|
$23.6 Million
0.04% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
80,886
shares
|
$23.3 Million
0.23% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
79,768
shares
|
$22.9 Million
0.05% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
79,578
shares
|
$22.9 Million
1.87% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
77,464
shares
|
$22.3 Million
0.31% of portfolio
|
Q2 2024
Added 1.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
72,666
shares
|
$20.9 Million
0.14% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
69,103
shares
|
$19.9 Million
0.33% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
66,589
shares
|
$19.1 Million
2.45% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
65,148
shares
|
$18.7 Million
2.49% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
64,825
shares
|
$18.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 14.23%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
60,970
shares
|
$17.5 Million
0.81% of portfolio
|
Q2 2025
Added 466.64%
|