Institutional Ownership Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT). We have compiled data on the 1,009 institutions that hold shares in the stock, with a total of 40.2 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
7,060
shares
|
$1.92 Million
1.16% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,051
shares
|
$1.92 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
7,038
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
7,033
shares
|
$1.91 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,859
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 20.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
6,799
shares
|
$1.85 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
6,735
shares
|
$1.83 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,624
shares
|
$1.8 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
6,593
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 95.48%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
6,523
shares
|
$1.77 Million
0.14% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
6,486
shares
|
$1.76 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,467
shares
|
$1.76 Million
0.27% of portfolio
|
Q4 2022
Added 10.79%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
6,435
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,427
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 75.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
6,338
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2024
Added 52.61%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
6,313
shares
|
$1.72 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
6,263
shares
|
$1.7 Million
0.22% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
6,247
shares
|
$1.7 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
6,231
shares
|
$1.69 Million
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,224
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,209
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,200
shares
|
$1.68 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,125
shares
|
$1.66 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
6,102
shares
|
$1.66 Million
0.39% of portfolio
|
Q2 2023
Reduced 6.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,090
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.24%
|