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 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-109- 2.71% |
$25.9K - $30.2K
|
3.91K
$972K
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-116- 2.36% |
$27.6K - $32.1K
|
4.79K
$1.19M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-117- 0.69% |
$27.8K - $32.4K
|
16.8K
$4.17M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-118- 2.95% |
$28.1K - $32.7K
|
3.88K
$965K
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-120- 9.08% |
$28.5K - $33.2K
|
1.2K
$299K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 1.01% |
$29.2K - $34.1K
|
12K
$3M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-125- 2.9% |
$29.7K - $34.6K
|
4.18K
$1.04M
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-127- 1.1% |
$30.2K - $35.2K
|
11.4K
$2.84M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-128- 0.47% |
$30.4K - $35.5K
|
27.1K
$6.74M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-128- 1.11% |
$30.4K - $35.5K
|
11.4K
$2.83M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-129- 3.53% |
$30.7K - $35.7K
|
3.52K
$877K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.48% |
$31.6K - $36.8K
|
8.86K
$2.21M
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-134- 0.21% |
$31.9K - $37.1K
|
63.9K
$15.9M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-140- 5.34% |
$33.3K - $38.8K
|
2.48K
$617K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-141- 9.73% |
$33.5K - $39.1K
|
1.31K
$326K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-146- 1.0% |
$34.7K - $40.4K
|
14.4K
$3.59M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-152- 1.34% |
$36.1K - $42.1K
|
11.2K
$2.79M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-154- 16.72% |
$36.6K - $42.7K
|
767
$191K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-155- 8.14% |
$36.8K - $42.9K
|
1.75K
$435K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-160- 7.04% |
$38K - $44.3K
|
2.11K
$526K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-161- 6.04% |
$38.3K - $44.6K
|
2.5K
$623K
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-163- 1.79% |
$38.7K - $45.1K
|
8.95K
$2.23M
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-163- 2.46% |
$38.7K - $45.1K
|
6.46K
$1.61M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-165- 51.56% |
$39.2K - $45.7K
|
155
$38.6K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-166- 10.86% |
$39.5K - $46K
|
1.36K
$339K
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-166- 2.36% |
$39.5K - $46K
|
6.87K
$1.71M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-167- 21.49% |
$39.7K - $46.3K
|
610
$152K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-169- 5.85% |
$40.2K - $46.8K
|
2.72K
$677K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-173- 40.9% |
$41.1K - $47.9K
|
250
$62.2K
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-173- 2.28% |
$41.1K - $47.9K
|
7.41K
$1.84M
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-176- 1.37% |
$41.8K - $48.7K
|
12.6K
$3.15M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-179- 1.46% |
$42.6K - $49.6K
|
12.1K
$3.01M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-181- 3.47% |
$43K - $50.1K
|
5.03K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-181- 6.12% |
$43K - $50.1K
|
2.78K
$691K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-182- 6.02% |
$43.3K - $50.4K
|
2.84K
$707K
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-192- 3.81% |
$45.6K - $53.2K
|
4.85K
$1.21M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-202- 16.1% |
$48K - $55.9K
|
1.05K
$262K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 2.59% |
$49.9K - $58.2K
|
7.91K
$1.97M
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-224- 19.11% |
$53.2K - $62K
|
948
$236K
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-227- 5.58% |
$54K - $62.9K
|
3.84K
$955K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-228- 3.31% |
$54.2K - $63.2K
|
6.66K
$1.66M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-233- 17.95% |
$55.4K - $64.5K
|
1.07K
$265K
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-238- 0.58% |
$56.6K - $65.9K
|
40.8K
$10.1M
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-249- 4.61% |
$59.2K - $69K
|
5.15K
$1.28M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-253- 4.06% |
$60.1K - $70.1K
|
5.97K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-257- 2.66% |
$61.1K - $71.2K
|
9.41K
$2.34M
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-277- 6.39% |
$65.8K - $76.7K
|
4.06K
$1.01M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-284- 7.95% |
$67.5K - $78.7K
|
3.29K
$819K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-284- 37.42% |
$67.5K - $78.7K
|
475
$118K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-287- 2.64% |
$68.2K - $79.5K
|
10.6K
$2.63M
|