Purchases and Sales Made in Q4 2024 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.22K- 23.02% |
$294K - $334K
|
4.07K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.24K- 26.01% |
$300K - $341K
|
3.53K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.39K- 0.71% |
$335K - $381K
|
193K
$52.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.41K- 25.76% |
$339K - $386K
|
4.05K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.45K- 52.97% |
$351K - $399K
|
1.29K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 3.49% |
$378K - $430K
|
43.3K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.68K- 31.11% |
$406K - $462K
|
3.72K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.76K- 9.02% |
$425K - $484K
|
17.8K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 8.39% |
$436K - $496K
|
19.7K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.83K- 18.81% |
$442K - $503K
|
7.9K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.86K- 4.34% |
$449K - $512K
|
41K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.88K- 7.0% |
$453K - $516K
|
25K
$6.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.88K- 1.82% |
$454K - $517K
|
101K
$27.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.92K- 1.18% |
$463K - $527K
|
160K
$43.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.94K- 20.59% |
$469K - $534K
|
7.49K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.98K- 4.03% |
$479K - $545K
|
47.2K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 1.84% |
$498K - $567K
|
110K
$29.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.19K- 1.96% |
$529K - $602K
|
109K
$29.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.25K- 2.42% |
$543K - $618K
|
90.7K
$24.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.32K- 3.05% |
$560K - $637K
|
73.7K
$20M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.37K- 53.04% |
$573K - $652K
|
2.1K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.77K- 4.84% |
$669K - $762K
|
54.5K
$14.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.82K- 4.53% |
$680K - $775K
|
59.4K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.59K- 11.78% |
$867K - $987K
|
26.9K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 4.49% |
$1.01M - $1.15M
|
88.9K
$24.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.19K- 23.27% |
$1.01M - $1.15M
|
13.8K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 52.1% |
$1.02M - $1.17M
|
3.9K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-4.45K- 3.31% |
$1.07M - $1.22M
|
130K
$35.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.66K- 52.76% |
$1.61M - $1.83M
|
5.96K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.35K- 42.56% |
$1.78M - $2.02M
|
9.92K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.69K- 73.53% |
$2.1M - $2.39M
|
3.13K
$849K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.86K- 32.4% |
$2.14M - $2.44M
|
18.5K
$5.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.17K- 4.1% |
$2.21M - $2.52M
|
215K
$58.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.49K- 0.82% |
$2.29M - $2.61M
|
1.15M
$312M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.85K- 1.14% |
$2.38M - $2.71M
|
854K
$232M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-11.1K- 47.63% |
$2.67M - $3.04M
|
12.2K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.4K- 10.67% |
$2.76M - $3.14M
|
95.7K
$26M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.1K- 47.95% |
$3.88M - $4.41M
|
17.4K
$4.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-16.7K- 1.64% |
$4.04M - $4.6M
|
1.01M
$273M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-26.3K- 3.58% |
$6.35M - $7.23M
|
709K
$192M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.4K- 14.11% |
$10.5M - $11.9M
|
264K
$71.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-57.3K- 48.9% |
$13.8M - $15.8M
|
59.9K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.85M- 99.6% |
$447M - $508M
|
7.33K
$1.99M
|