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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.67K+ 30.28% |
$645K - $735K
|
11.5K
$3.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.63K+ 4783.64% |
$635K - $723K
|
2.69K
$737K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.58KNew |
$623K - $709K
|
2.58K
$708K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.56K+ 22.13% |
$619K - $704K
|
14.1K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
2.51K+ 13.81% |
$607K - $691K
|
20.7K
$5.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45K+ 46.25% |
$592K - $674K
|
7.75K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.45KNew |
$591K - $673K
|
2.45K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.41K+ 10.66% |
$581K - $662K
|
25K
$6.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 14.77% |
$550K - $626K
|
17.7K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.23K+ 2.94% |
$537K - $612K
|
77.8K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.1KNew |
$507K - $577K
|
2.1K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.05K+ 6.4% |
$494K - $563K
|
34K
$9.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.89KNew |
$456K - $520K
|
1.89K
$519K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
1.88KNew |
$454K - $517K
|
1.88K
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.62K+ 500.0% |
$391K - $445K
|
1.94K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62KNew |
$390K - $444K
|
1.62K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.53K+ 88.66% |
$368K - $419K
|
3.25K
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.5K+ 181.8% |
$362K - $412K
|
2.32K
$637K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.46KNew |
$352K - $401K
|
1.46K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.42K+ 5.44% |
$342K - $389K
|
27.4K
$7.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.36KNew |
$329K - $375K
|
1.36K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.33KNew |
$322K - $367K
|
1.33K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.33KNew |
$320K - $365K
|
1.33K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.31KNew |
$316K - $360K
|
1.31K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 95.52% |
$314K - $358K
|
2.67K
$732K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.3K+ 20.66% |
$314K - $358K
|
7.6K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.28KNew |
$309K - $352K
|
1.28K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.26K+ 17.93% |
$305K - $347K
|
8.3K
$2.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.26K+ 11.63% |
$303K - $345K
|
12.1K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.24K+ 18.49% |
$299K - $341K
|
7.94K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.23KNew |
$297K - $338K
|
1.23K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.2KNew |
$289K - $328K
|
1.2K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.18K+ 5.12% |
$285K - $324K
|
24.2K
$6.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 12.93% |
$283K - $322K
|
10.2K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.14KNew |
$275K - $313K
|
1.14K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.14KNew |
$274K - $312K
|
1.14K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.14KNew |
$274K - $312K
|
1.14K
$312K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.13K+ 26.71% |
$272K - $310K
|
5.35K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.12K+ 15.69% |
$271K - $308K
|
8.27K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 2.46% |
$269K - $307K
|
46.5K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 100.0% |
$269K - $306K
|
2.22K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.11K+ 65.2% |
$268K - $305K
|
2.82K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.03K+ 7.27% |
$249K - $284K
|
15.2K
$4.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.03KNew |
$248K - $282K
|
1.03K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
993New |
$240K - $273K
|
993
$273K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
968+ 0.7% |
$234K - $266K
|
139K
$38.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
954+ 5.9% |
$230K - $262K
|
17.1K
$4.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
940+ 0.59% |
$227K - $258K
|
160K
$43.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
928New |
$224K - $255K
|
928
$255K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
904+ 29.22% |
$218K - $249K
|
4K
$1.1M
|