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 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.68KNew |
$636K - $741K
|
2.68K
$666K
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.51K+ 22.99% |
$597K - $695K
|
13.4K
$3.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
2.45K+ 8.09% |
$583K - $679K
|
32.8K
$8.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.34K+ 13.02% |
$556K - $647K
|
20.3K
$5.05M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.32K+ 10.55% |
$552K - $644K
|
24.4K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.29KNew |
$545K - $635K
|
2.29K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.16K+ 8.82% |
$514K - $599K
|
26.7K
$6.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
2.13KNew |
$507K - $591K
|
2.13K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.09K+ 55.84% |
$496K - $578K
|
5.82K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.06K+ 1.2% |
$490K - $571K
|
173K
$43.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.98KNew |
$470K - $548K
|
1.98K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.94K+ 11.77% |
$461K - $537K
|
18.4K
$4.58M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.93K+ 5.68% |
$459K - $535K
|
35.9K
$8.95M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
1.84K+ 73.34% |
$437K - $509K
|
4.34K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 2424.0% |
$432K - $504K
|
1.89K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
1.79KNew |
$425K - $496K
|
1.79K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.74KNew |
$413K - $481K
|
1.74K
$432K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.71K+ 17.11% |
$406K - $473K
|
11.7K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.7K+ 1.54% |
$404K - $471K
|
112K
$28M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.69K+ 2.17% |
$402K - $468K
|
79.5K
$19.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.67K+ 1.28% |
$397K - $463K
|
132K
$32.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.62KNew |
$384K - $447K
|
1.62K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
1.56K+ 119.91% |
$371K - $432K
|
2.86K
$712K
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
1.53K+ 81.17% |
$363K - $423K
|
3.41K
$848K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.52K+ 35.83% |
$362K - $422K
|
5.78K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.48K+ 17.89% |
$352K - $410K
|
9.75K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.45K+ 11.64% |
$346K - $403K
|
13.9K
$3.47M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.45K+ 17.5% |
$345K - $402K
|
9.75K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.38K+ 8.08% |
$329K - $383K
|
18.5K
$4.6M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.36K+ 3.69% |
$322K - $376K
|
38.1K
$9.49M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.35KNew |
$320K - $373K
|
1.35K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.33KNew |
$315K - $367K
|
1.33K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
1.32K+ 6.39% |
$315K - $366K
|
22K
$5.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 16.33% |
$311K - $362K
|
9.31K
$2.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.28KNew |
$303K - $353K
|
1.28K
$318K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.26K+ 5.19% |
$299K - $348K
|
25.4K
$6.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.24K+ 93.53% |
$296K - $345K
|
2.57K
$641K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 3.78% |
$287K - $334K
|
33.1K
$8.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 2.74% |
$282K - $328K
|
44.5K
$11.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.18K+ 13.01% |
$281K - $328K
|
10.3K
$2.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.18K+ 0.61% |
$281K - $327K
|
194K
$48.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.16K+ 0.32% |
$276K - $321K
|
360K
$89.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.13K+ 1.72% |
$268K - $312K
|
66.6K
$16.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.11KNew |
$264K - $308K
|
1.11K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.08KNew |
$256K - $298K
|
1.08K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.07K+ 21.81% |
$254K - $296K
|
5.96K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
1.02K+ 20.63% |
$242K - $283K
|
5.96K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.02K+ 5.11% |
$242K - $282K
|
20.9K
$5.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$242K - $282K
|
1.02K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.02K+ 109.14% |
$241K - $281K
|
1.95K
$484K
|