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 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.02K+ 20.61% |
$241K - $281K
|
5.94K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 19.08% |
$238K - $278K
|
6.26K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
979+ 5.44% |
$233K - $271K
|
19K
$4.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
969New |
$230K - $268K
|
969
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
953New |
$227K - $264K
|
953
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
950+ 5.06% |
$226K - $263K
|
19.7K
$4.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
947New |
$225K - $262K
|
947
$236K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
923New |
$219K - $256K
|
923
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
910New |
$216K - $252K
|
910
$226K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
910+ 18.76% |
$216K - $252K
|
5.76K
$1.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
887New |
$211K - $246K
|
887
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
875+ 8.82% |
$208K - $242K
|
10.8K
$2.69M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
875New |
$208K - $242K
|
875
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
834+ 76.8% |
$198K - $231K
|
1.92K
$478K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
809+ 2.87% |
$192K - $224K
|
29K
$7.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
807+ 7.83% |
$192K - $224K
|
11.1K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
800+ 0.73% |
$190K - $222K
|
110K
$27.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
797+ 26.92% |
$189K - $221K
|
3.76K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
794+ 11.12% |
$189K - $220K
|
7.93K
$1.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
792+ 8.76% |
$188K - $219K
|
9.83K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
766+ 4.4% |
$182K - $212K
|
18.2K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
765+ 2.81% |
$182K - $212K
|
28K
$6.96M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
750+ 35.05% |
$178K - $208K
|
2.89K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
732+ 3.44% |
$174K - $203K
|
22K
$5.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
715+ 21.77% |
$170K - $198K
|
4K
$995K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 115.74% |
$163K - $189K
|
1.28K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
681+ 5.64% |
$162K - $189K
|
12.8K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
677+ 0.75% |
$161K - $188K
|
91.3K
$22.7M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
671+ 3.58% |
$160K - $186K
|
19.4K
$4.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
648+ 2.36% |
$154K - $179K
|
28.1K
$6.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
644+ 22.88% |
$153K - $178K
|
3.46K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
611+ 6.76% |
$145K - $169K
|
9.65K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
582+ 2.6% |
$138K - $161K
|
22.9K
$5.71M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
580+ 157.61% |
$138K - $161K
|
948
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
570+ 31.18% |
$136K - $158K
|
2.4K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
559+ 12.99% |
$133K - $155K
|
4.86K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
549+ 5.33% |
$131K - $152K
|
10.8K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
532+ 2.25% |
$126K - $147K
|
24.2K
$6.02M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
505+ 9.72% |
$120K - $140K
|
5.7K
$1.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
499+ 3.27% |
$119K - $138K
|
15.7K
$3.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
476+ 27.5% |
$113K - $132K
|
2.21K
$549K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
476New |
$113K - $132K
|
476
$118K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
469+ 4.29% |
$111K - $130K
|
11.4K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
464+ 18.0% |
$110K - $129K
|
3.04K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
461+ 19.67% |
$110K - $128K
|
2.81K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
459+ 6.45% |
$109K - $127K
|
7.57K
$1.88M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
456+ 5.29% |
$108K - $126K
|
9.07K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
434+ 2.45% |
$103K - $120K
|
18.1K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
412New |
$97.9K - $114K
|
412
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
408New |
$97K - $113K
|
408
$102K
|