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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,075
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
6,072
shares
|
$1.65 Million
0.13% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,034
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
6,015
shares
|
$1.63 Million
0.53% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,964
shares
|
$1.62 Million
0.15% of portfolio
|
Q4 2024
Reduced 52.76%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
5,820
shares
|
$1.58 Million
0.54% of portfolio
|
Q3 2023
Reduced 9.35%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,772
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
5,729
shares
|
$1.56 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
5,693
shares
|
$1.55 Million
1.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,684
shares
|
$1.54 Million
0.36% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,673
shares
|
$1.54 Million
0.14% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
5,655
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
5,652
shares
|
$1.54 Million
0.26% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
5,644
shares
|
$1.53 Million
0.6% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,611
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2022
Reduced 12.14%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,558
shares
|
$1.51 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,526
shares
|
$1.5 Million
0.78% of portfolio
|
Q2 2024
Reduced 90.45%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
5,497
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
5,489
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,447
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,443
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 27.65%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
5,442
shares
|
$1.48 Million
1.01% of portfolio
|
Q3 2022
Reduced 95.57%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
5,403
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,390
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
5,351
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2024
Added 26.71%
|