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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
400+ 8.11% |
$95.1K - $111K
|
5.33K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
390+ 4.11% |
$92.7K - $108K
|
9.89K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
376+ 10.96% |
$89.4K - $104K
|
3.81K
$948K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
374+ 4.08% |
$88.9K - $104K
|
9.55K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
359New |
$85.3K - $99.4K
|
359
$89.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
345+ 26.06% |
$82K - $95.6K
|
1.67K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
332+ 20.56% |
$78.9K - $92K
|
1.95K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
331+ 10.58% |
$78.7K - $91.7K
|
3.46K
$861K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
325+ 17.61% |
$77.3K - $90K
|
2.17K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
325+ 2.31% |
$77.3K - $90K
|
14.4K
$3.58M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
313+ 1.65% |
$74.4K - $86.7K
|
19.3K
$4.81M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
292+ 5.31% |
$69.4K - $80.9K
|
5.79K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
285+ 6.16% |
$67.8K - $78.9K
|
4.91K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
285+ 6.2% |
$67.8K - $78.9K
|
4.88K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
282+ 21.46% |
$67K - $78.1K
|
1.6K
$397K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
272+ 25.59% |
$64.7K - $75.3K
|
1.34K
$332K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
268+ 6.16% |
$63.7K - $74.2K
|
4.62K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
261+ 7.47% |
$62K - $72.3K
|
3.75K
$934K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
259+ 3.48% |
$61.6K - $71.7K
|
7.71K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
250+ 1.2% |
$59.4K - $69.2K
|
21K
$5.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
244+ 7.24% |
$58K - $67.6K
|
3.62K
$900K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
243+ 1.36% |
$57.8K - $67.3K
|
18.2K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
242+ 11.27% |
$57.5K - $67K
|
2.39K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
238+ 1.35% |
$56.6K - $65.9K
|
17.9K
$4.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
228+ 3.42% |
$54.2K - $63.2K
|
6.89K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
227+ 0.72% |
$54K - $62.9K
|
31.6K
$7.85M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
226+ 13.01% |
$53.7K - $62.6K
|
1.96K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
224+ 22.74% |
$53.2K - $62K
|
1.21K
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
220+ 9.56% |
$52.3K - $60.9K
|
2.52K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
198+ 0.58% |
$47.1K - $54.8K
|
34.5K
$8.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
195New |
$46.4K - $54K
|
195
$48.5K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
194New |
$46.1K - $53.7K
|
194
$48.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
191+ 0.95% |
$45.4K - $52.9K
|
20.4K
$5.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 22.65% |
$39.5K - $46K
|
899
$224K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
160+ 11.54% |
$38K - $44.3K
|
1.55K
$385K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
157+ 0.7% |
$37.3K - $43.5K
|
22.6K
$5.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
155+ 7.67% |
$36.8K - $42.9K
|
2.18K
$542K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
152+ 6.8% |
$36.1K - $42.1K
|
2.39K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
150New |
$35.7K - $41.5K
|
150
$37.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
139+ 5.16% |
$33K - $38.5K
|
2.84K
$706K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
136+ 3.36% |
$32.3K - $37.7K
|
4.19K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
135+ 1.29% |
$32.1K - $37.4K
|
10.6K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
134+ 3.86% |
$31.9K - $37.1K
|
3.61K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
132+ 165.0% |
$31.4K - $36.6K
|
212
$52.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
131+ 0.3% |
$31.1K - $36.3K
|
43.4K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
129+ 1.28% |
$30.7K - $35.7K
|
10.2K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
127+ 0.65% |
$30.2K - $35.2K
|
19.8K
$4.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
121+ 8.08% |
$28.8K - $33.5K
|
1.62K
$403K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
121+ 6.25% |
$28.8K - $33.5K
|
2.06K
$512K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
115+ 6.71% |
$27.3K - $31.9K
|
1.83K
$455K
|