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 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.11K- 50.0% |
$264K - $308K
|
1.11K
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 37.0% |
$270K - $315K
|
1.93K
$481K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.15K- 3.41% |
$273K - $319K
|
32.6K
$8.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.19K- 2.86% |
$284K - $330K
|
40.5K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.22K- 49.29% |
$289K - $337K
|
1.25K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-1.39K- 23.08% |
$331K - $385K
|
4.64K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.4K- 2.85% |
$333K - $388K
|
47.8K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.41K- 6.37% |
$334K - $389K
|
20.7K
$5.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-1.47K- 17.87% |
$350K - $407K
|
6.76K
$1.68M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 4.21% |
$359K - $419K
|
34.4K
$8.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.52K- 28.69% |
$362K - $422K
|
3.79K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.6K- 49.28% |
$381K - $444K
|
1.65K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.72K- 14.78% |
$408K - $476K
|
9.9K
$2.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.87K- 50.23% |
$445K - $519K
|
1.86K
$462K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.87K- 98.94% |
$445K - $519K
|
20
$4.98K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.88K- 3.39% |
$448K - $522K
|
53.7K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.98K- 80.63% |
$471K - $549K
|
476
$118K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.04K- 2.77% |
$485K - $565K
|
71.7K
$17.8M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.04K- 14.39% |
$486K - $566K
|
12.2K
$3.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.27K- 4.81% |
$540K - $629K
|
44.9K
$11.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.3K- 23.48% |
$547K - $638K
|
7.5K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-2.4K- 26.39% |
$570K - $664K
|
6.69K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.59K- 9.64% |
$616K - $717K
|
24.3K
$6.04M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-2.67K- 29.31% |
$634K - $738K
|
6.43K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.79K- 5.11% |
$663K - $772K
|
51.7K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.85K- 31.67% |
$677K - $789K
|
6.14K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.88K- 5.34% |
$684K - $797K
|
51K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.92K- 23.45% |
$695K - $810K
|
9.54K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.99K- 11.46% |
$711K - $829K
|
23.1K
$5.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 2.88% |
$754K - $878K
|
107K
$26.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.35K- 45.39% |
$796K - $928K
|
4.03K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.6K- 19.02% |
$856K - $998K
|
15.3K
$3.82M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.24K- 51.01% |
$1.01M - $1.17M
|
4.07K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.47K- 55.16% |
$1.3M - $1.52M
|
4.45K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.78K- 67.25% |
$1.37M - $1.6M
|
2.81K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.15K- 36.49% |
$1.46M - $1.7M
|
10.7K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-6.63K- 3.09% |
$1.58M - $1.84M
|
208K
$51.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.28K- 2.57% |
$1.73M - $2.02M
|
276K
$68.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.45K- 1.24% |
$2.01M - $2.34M
|
674K
$168M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.83K- 21.89% |
$2.34M - $2.72M
|
35.1K
$8.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.9K- 12.59% |
$2.59M - $3.01M
|
75.6K
$18.8M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-11.7K- 11.63% |
$2.79M - $3.25M
|
89.2K
$22.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 43.58% |
$3.34M - $3.89M
|
18.2K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.6K- 1.36% |
$3.71M - $4.32M
|
1.13M
$282M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-19.6K- 62.53% |
$4.66M - $5.43M
|
11.8K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.2K- 2.6% |
$5.27M - $6.14M
|
832K
$207M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-25.3K- 99.59% |
$6.02M - $7.02M
|
104
$25.9K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-74.8K- 99.59% |
$17.8M - $20.7M
|
307
$76.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-103K- 22.78% |
$24.4M - $28.4M
|
348K
$86.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-104K- 87.26% |
$24.7M - $28.7M
|
15.1K
$3.77M
|