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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-71- 14.73% |
$16.9K - $19.7K
|
411
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-72- 1.99% |
$17.1K - $19.9K
|
3.54K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-72- 6.37% |
$17.1K - $19.9K
|
1.06K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-72- 7.76% |
$17.1K - $19.9K
|
856
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-75- 2.13% |
$17.8K - $20.8K
|
3.44K
$973K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-79- 1.66% |
$18.8K - $21.9K
|
4.67K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-79- 1.66% |
$18.8K - $21.9K
|
4.69K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-81- 1.11% |
$19.3K - $22.4K
|
7.2K
$2.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-82- 1.74% |
$19.5K - $22.7K
|
4.64K
$1.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-83- 5.69% |
$19.7K - $23K
|
1.38K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-84- 0.45% |
$20K - $23.3K
|
18.6K
$5.27M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-87- 0.82% |
$20.7K - $24.1K
|
10.6K
$2.99M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-88- 14.52% |
$20.9K - $24.4K
|
518
$146K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-89- 0.66% |
$21.2K - $24.7K
|
13.5K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-91- 6.1% |
$21.6K - $25.2K
|
1.4K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-95- 0.11% |
$22.6K - $26.3K
|
87.2K
$24.7M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-95- 3.29% |
$22.6K - $26.3K
|
2.8K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-97- 2.99% |
$23.1K - $26.9K
|
3.15K
$891K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-98- 1.92% |
$23.3K - $27.1K
|
4.99K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-98- 3.85% |
$23.3K - $27.1K
|
2.45K
$692K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-99- 4.17% |
$23.5K - $27.4K
|
2.27K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-99- 2.16% |
$23.5K - $27.4K
|
4.48K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 2.77% |
$23.8K - $27.7K
|
3.51K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-102Closed |
$24.2K - $28.3K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-109- 2.71% |
$25.9K - $30.2K
|
3.91K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-109- 5.62% |
$25.9K - $30.2K
|
1.83K
$518K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-116- 2.36% |
$27.6K - $32.1K
|
4.79K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-117- 5.81% |
$27.8K - $32.4K
|
1.9K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-117- 0.69% |
$27.8K - $32.4K
|
16.8K
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-118- 2.95% |
$28.1K - $32.7K
|
3.88K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-120- 9.08% |
$28.5K - $33.2K
|
1.2K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-122- 7.58% |
$29K - $33.8K
|
1.49K
$421K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 1.01% |
$29.2K - $34.1K
|
12K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-125- 2.9% |
$29.7K - $34.6K
|
4.18K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-127- 1.1% |
$30.2K - $35.2K
|
11.4K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-128- 0.47% |
$30.4K - $35.5K
|
27.1K
$7.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 1.11% |
$30.4K - $35.5K
|
11.4K
$3.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-129- 3.53% |
$30.7K - $35.7K
|
3.52K
$996K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-130- 5.87% |
$30.9K - $36K
|
2.08K
$589K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.48% |
$31.6K - $36.8K
|
8.86K
$2.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-134- 0.21% |
$31.9K - $37.1K
|
63.9K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-140- 5.34% |
$33.3K - $38.8K
|
2.48K
$701K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-141- 9.73% |
$33.5K - $39.1K
|
1.31K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-146- 1.0% |
$34.7K - $40.4K
|
14.4K
$4.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-152- 1.34% |
$36.1K - $42.1K
|
11.2K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 16.72% |
$36.6K - $42.7K
|
767
$217K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-155- 8.14% |
$36.8K - $42.9K
|
1.75K
$495K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-155- 52.9% |
$36.8K - $42.9K
|
138
$39K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-160- 7.04% |
$38K - $44.3K
|
2.11K
$597K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-161- 6.04% |
$38.3K - $44.6K
|
2.5K
$708K
|