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 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
113+ 4.71% |
$26.9K - $31.3K
|
2.51K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
111+ 4.01% |
$26.4K - $30.7K
|
2.88K
$717K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
101+ 0.43% |
$24K - $28K
|
23.6K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
101+ 2.53% |
$24K - $28K
|
4.1K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
95+ 1.35% |
$22.6K - $26.3K
|
7.16K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
87New |
$20.7K - $24.1K
|
87
$21.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
86+ 1.08% |
$20.4K - $23.8K
|
8.03K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
83+ 9.82% |
$19.7K - $23K
|
928
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 3.51% |
$19.5K - $22.7K
|
2.42K
$601K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
82New |
$19.5K - $22.7K
|
82
$20.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Cohen Klingenstein LLC
|
BUY
|
- |
75+ 0.56% |
$17.8K - $20.8K
|
13.6K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
67+ 0.91% |
$15.9K - $18.6K
|
7.41K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
65+ 4.71% |
$15.5K - $18K
|
1.44K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
60+ 109.09% |
$14.3K - $16.6K
|
115
$28.6K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
56+ 1.83% |
$13.3K - $15.5K
|
3.12K
$776K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
56+ 0.2% |
$13.3K - $15.5K
|
28.7K
$7.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
54New |
$12.8K - $15K
|
54
$13.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53+ 10.31% |
$12.6K - $14.7K
|
567
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
53+ 0.28% |
$12.6K - $14.7K
|
18.9K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
48+ 120.0% |
$11.4K - $13.3K
|
88
$21.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
47+ 0.32% |
$11.2K - $13K
|
14.9K
$3.71M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
45+ 3.59% |
$10.7K - $12.5K
|
1.3K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
BUY
|
- |
43+ 0.76% |
$10.2K - $11.9K
|
5.69K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
40+ 2.03% |
$9.51K - $11.1K
|
2.01K
$500K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
37+ 3.42% |
$8.8K - $10.2K
|
1.12K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
37New |
$8.8K - $10.2K
|
37
$9.21K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
36New |
$8.56K - $9.97K
|
36
$8.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
36+ 4.27% |
$8.56K - $9.97K
|
879
$219K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
36+ 1.76% |
$8.56K - $9.97K
|
2.08K
$518K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35+ 1.14% |
$8.32K - $9.69K
|
3.12K
$776K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
33+ 0.32% |
$7.84K - $9.14K
|
10.3K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
29+ 2.83% |
$6.89K - $8.03K
|
1.05K
$262K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
29+ 2.69% |
$6.89K - $8.03K
|
1.11K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 2.29% |
$6.18K - $7.2K
|
1.16K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
21+ 2.43% |
$4.99K - $5.82K
|
884
$220K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20+ 4.26% |
$4.75K - $5.54K
|
490
$122K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 1.25% |
$4.52K - $5.26K
|
1.54K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
17New |
$4.04K - $4.71K
|
17
$4.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
15+ 1.13% |
$3.57K - $4.15K
|
1.34K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.15% |
$3.09K - $3.6K
|
8.62K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
13New |
$3.09K - $3.6K
|
13
$3.24K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
11+ 0.22% |
$2.61K - $3.05K
|
4.94K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
10+ 0.74% |
$2.38K - $2.77K
|
1.36K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
10New |
$2.38K - $2.77K
|
10
$2.49K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.11% |
$2.38K - $2.77K
|
9.17K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.59% |
$2.38K - $2.77K
|
1.71K
$426K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.2% |
$2.38K - $2.77K
|
4.94K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$2.14K - $2.49K
|
5.68K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7+ 0.49% |
$1.66K - $1.94K
|
1.44K
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
7New |
$1.66K - $1.94K
|
7
$1.74K
|