Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP GROWTH INDEX .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
124KNew |
$29.6M - $34.5M
|
124K
$31M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
94.4K+ 4.13% |
$22.4M - $26.1M
|
2.38M
$593M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
74.5K+ 11690.27% |
$17.7M - $20.6M
|
75.1K
$18.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
56.6K+ 95.22% |
$13.4M - $15.7M
|
116K
$28.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44KNew |
$10.5M - $12.2M
|
44K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
42.6K+ 6.0% |
$10.1M - $11.8M
|
751K
$187M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
40.4KNew |
$9.61M - $11.2M
|
40.4K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33K+ 17.37% |
$7.84M - $9.14M
|
223K
$55.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
28.9KNew |
$6.88M - $8.01M
|
28.9K
$7.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.4K+ 94.89% |
$6.28M - $7.32M
|
54.3K
$13.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
25.3K+ 24364.42% |
$6.02M - $7.02M
|
25.4K
$6.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
17.1K+ 24.72% |
$4.06M - $4.73M
|
86.1K
$21.4M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
14K+ 16.48% |
$3.33M - $3.88M
|
99.1K
$24.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.5K+ 140.73% |
$3.21M - $3.74M
|
23.1K
$5.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2KNew |
$2.67M - $3.11M
|
11.2K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
10.1KNew |
$2.4M - $2.79M
|
10.1K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.57K+ 7.88% |
$2.04M - $2.37M
|
117K
$29.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.57K+ 217.11% |
$2.04M - $2.37M
|
12.5K
$3.11M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.25K+ 355.3% |
$1.96M - $2.29M
|
10.6K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.23KNew |
$1.96M - $2.28M
|
8.23K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.68K+ 28.82% |
$1.59M - $1.85M
|
29.8K
$7.43M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.38K+ 14.26% |
$1.52M - $1.77M
|
51.1K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
6.37KNew |
$1.51M - $1.76M
|
6.37K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.36K+ 18.97% |
$1.51M - $1.76M
|
39.9K
$9.92M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.82K+ 196.49% |
$1.38M - $1.61M
|
8.78K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.6K+ 109.56% |
$1.33M - $1.55M
|
10.7K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.42K+ 146.38% |
$1.29M - $1.5M
|
9.12K
$2.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 35.11% |
$1.27M - $1.48M
|
20.6K
$5.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.3K+ 21.68% |
$1.26M - $1.47M
|
29.8K
$7.41M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.12K+ 30.42% |
$1.22M - $1.42M
|
22K
$5.47M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.52K+ 5.01% |
$1.08M - $1.25M
|
94.8K
$23.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.32K+ 10.14% |
$1.03M - $1.2M
|
46.9K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.2K+ 16.8% |
$999K - $1.16M
|
29.2K
$7.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.15KNew |
$987K - $1.15M
|
4.15K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.8K+ 48.11% |
$904K - $1.05M
|
11.7K
$2.91M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.7K+ 113.72% |
$879K - $1.02M
|
6.95K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.6K+ 2166.27% |
$855K - $996K
|
3.76K
$936K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
3.59K+ 189.7% |
$854K - $995K
|
5.48K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.36K+ 0.82% |
$799K - $931K
|
414K
$103M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.31K+ 2.4% |
$786K - $916K
|
141K
$35.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.3KNew |
$785K - $915K
|
3.3K
$822K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.24K+ 10.45% |
$770K - $897K
|
34.2K
$8.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.23KNew |
$767K - $894K
|
3.23K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.08KNew |
$732K - $853K
|
3.08K
$767K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.01K+ 3.77% |
$715K - $833K
|
82.7K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.95K+ 10.6% |
$702K - $818K
|
30.8K
$7.67M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.83K+ 27.61% |
$672K - $782K
|
13.1K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.79KNew |
$663K - $772K
|
2.79K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.75K+ 163.41% |
$653K - $761K
|
4.43K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.71K+ 3.51% |
$643K - $749K
|
79.8K
$19.9M
|