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 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.17K- 12.04% |
$517K - $602K
|
15.9K
$3.95M
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.67K- 6.65% |
$1.35M - $1.57M
|
79.6K
$19.8M
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.55K- 76.37% |
$1.56M - $1.81M
|
2.03K
$505K
|
|
|
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 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-11.7K- 38.03% |
$2.78M - $3.24M
|
19.1K
$4.75M
|
|
|
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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.1K- 3.12% |
$8.57M - $9.99M
|
1.12M
$279M
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-123K- 99.19% |
$29.4M - $34.2M
|
1.01K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 56.23% |
$35.3M - $41.2M
|
116K
$28.8M
|