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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
43,268
shares
|
$11.7 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
42,618
shares
|
$11.5 Million
1.15% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
42,561
shares
|
$11.5 Million
0.04% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
42,278
shares
|
$11.4 Million
0.03% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
41,728
shares
|
$11.3 Million
0.09% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
41,574
shares
|
$11.2 Million
6.46% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
41,014
shares
|
$11.1 Million
2.89% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
40,253
shares
|
$10.9 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
36,865
shares
|
$9.97 Million
0.02% of portfolio
|
Q3 2024
Added 45.06%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Jan 27, 2025 Q4 2024 |
36,791
shares
|
$9.95 Million
4.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
36,129
shares
|
$9.77 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
36,027
shares
|
$9.74 Million
2.72% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
35,916
shares
|
$9.71 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
34,816
shares
|
$9.42 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
34,334
shares
|
$9.29 Million
0.7% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
34,009
shares
|
$9.2 Million
5.5% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
33,509
shares
|
$9.06 Million
0.04% of portfolio
|
Q4 2024
Added 74.16%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
32,529
shares
|
$8.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
32,201
shares
|
$8.71 Million
0.15% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
31,607
shares
|
$8.55 Million
2.49% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
31,324
shares
|
$8.47 Million
2.63% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
31,006
shares
|
$8.39 Million
0.08% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
30,462
shares
|
$8.24 Million
3.09% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,005
shares
|
$8.12 Million
3.2% of portfolio
|
Q2 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
29,853
shares
|
$8.07 Million
0.05% of portfolio
|
Q3 2024
Added 10.6%
|