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
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
792+ 8.76% |
$188K - $219K
|
9.83K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
766+ 4.4% |
$182K - $212K
|
18.2K
$5.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
765+ 2.81% |
$182K - $212K
|
28K
$7.91M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
762+ 69.72% |
$181K - $211K
|
1.86K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
750+ 35.05% |
$178K - $208K
|
2.89K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
732+ 3.44% |
$174K - $203K
|
22K
$6.22M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
728+ 2.62% |
$173K - $202K
|
28.5K
$8.06M
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
723+ 3.54% |
$172K - $200K
|
21.2K
$5.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
715+ 21.77% |
$170K - $198K
|
4K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
702+ 0.73% |
$167K - $194K
|
96.4K
$27.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 115.74% |
$163K - $189K
|
1.28K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
681+ 5.64% |
$162K - $189K
|
12.8K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
677+ 0.75% |
$161K - $188K
|
91.3K
$25.8M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
671+ 3.58% |
$160K - $186K
|
19.4K
$5.5M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
662+ 3.02% |
$157K - $183K
|
22.6K
$6.39M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
654+ 13.19% |
$155K - $181K
|
5.61K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
648+ 2.36% |
$154K - $179K
|
28.1K
$7.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
644+ 22.88% |
$153K - $178K
|
3.46K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
641+ 20.67% |
$152K - $178K
|
3.74K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
635+ 4.18% |
$151K - $176K
|
15.8K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
615+ 1.32% |
$146K - $170K
|
47.1K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
611+ 6.76% |
$145K - $169K
|
9.65K
$2.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
582+ 2.6% |
$138K - $161K
|
22.9K
$6.48M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
580+ 157.61% |
$138K - $161K
|
948
$268K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
573+ 46.06% |
$136K - $159K
|
1.82K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
570+ 31.18% |
$136K - $158K
|
2.4K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
563+ 1.45% |
$134K - $156K
|
39.3K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
559+ 12.99% |
$133K - $155K
|
4.86K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
549+ 5.33% |
$131K - $152K
|
10.8K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
532+ 2.25% |
$126K - $147K
|
24.2K
$6.84M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
520+ 7.25% |
$124K - $144K
|
7.69K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
505+ 9.72% |
$120K - $140K
|
5.7K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
499+ 3.27% |
$119K - $138K
|
15.7K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
488+ 24.57% |
$116K - $135K
|
2.47K
$700K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
479+ 5.54% |
$114K - $133K
|
9.13K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
476New |
$113K - $132K
|
476
$135K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
476+ 27.5% |
$113K - $132K
|
2.21K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
469+ 41.47% |
$111K - $130K
|
1.6K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
469+ 4.29% |
$111K - $130K
|
11.4K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
465+ 2.95% |
$111K - $129K
|
16.2K
$4.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
464+ 18.0% |
$110K - $129K
|
3.04K
$860K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
461+ 19.67% |
$110K - $128K
|
2.81K
$793K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
459+ 6.45% |
$109K - $127K
|
7.57K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
456+ 5.29% |
$108K - $126K
|
9.07K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
434+ 2.45% |
$103K - $120K
|
18.1K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
431+ 1.65% |
$102K - $119K
|
26.6K
$7.52M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
424+ 19.61% |
$101K - $117K
|
2.59K
$731K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
412New |
$97.9K - $114K
|
412
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
408New |
$97K - $113K
|
408
$115K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
400+ 8.11% |
$95.1K - $111K
|
5.33K
$1.51M
|