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
$2.94M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.63K+ 4783.64% |
$635K - $723K
|
2.69K
$687K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.58KNew |
$623K - $709K
|
2.58K
$659K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.56K+ 22.13% |
$619K - $704K
|
14.1K
$3.62M
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
2.51K+ 13.81% |
$607K - $691K
|
20.7K
$5.3M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.46KNew |
$593K - $675K
|
2.46K
$629K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45K+ 46.25% |
$592K - $674K
|
7.75K
$1.98M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.45KNew |
$591K - $673K
|
2.45K
$626K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.41K+ 10.47% |
$582K - $663K
|
25.4K
$6.51M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.41K+ 10.66% |
$581K - $662K
|
25K
$6.4M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.36KNew |
$569K - $648K
|
2.36K
$603K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 14.77% |
$550K - $626K
|
17.7K
$4.52M
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.24KNew |
$540K - $615K
|
2.24K
$572K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.23K+ 2.94% |
$537K - $612K
|
77.8K
$19.9M
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.1KNew |
$507K - $577K
|
2.1K
$537K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.07K+ 6.92% |
$499K - $568K
|
31.9K
$8.16M
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.05K+ 6.4% |
$494K - $563K
|
34K
$8.7M
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.99KNew |
$480K - $546K
|
1.99K
$508K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 5.28% |
$470K - $535K
|
38.8K
$9.93M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.94KNew |
$469K - $534K
|
1.94K
$497K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.89KNew |
$457K - $520K
|
1.89K
$484K
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
1.89KNew |
$456K - $520K
|
1.89K
$483K
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
1.88KNew |
$454K - $517K
|
1.88K
$481K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.85K+ 4.02% |
$447K - $509K
|
47.9K
$12.3M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.68K+ 9.12% |
$406K - $462K
|
20.1K
$5.14M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.62K+ 500.0% |
$391K - $445K
|
1.94K
$497K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62KNew |
$390K - $444K
|
1.62K
$413K
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.57K+ 20.8% |
$378K - $430K
|
9.1K
$2.33M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.53KNew |
$370K - $421K
|
1.53K
$392K
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.53K+ 88.66% |
$368K - $419K
|
3.25K
$830K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.52K+ 69.73% |
$367K - $417K
|
3.7K
$945K
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.5KNew |
$362K - $413K
|
1.5K
$384K
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.5K+ 181.8% |
$362K - $412K
|
2.32K
$594K
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.48KNew |
$357K - $406K
|
1.48K
$378K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.46KNew |
$352K - $401K
|
1.46K
$373K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 15.39% |
$344K - $391K
|
10.7K
$2.73M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.42K+ 5.44% |
$342K - $389K
|
27.4K
$7.01M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.38KNew |
$332K - $378K
|
1.38K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.37K+ 53.82% |
$330K - $375K
|
3.9K
$999K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.36KNew |
$329K - $375K
|
1.36K
$349K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.33KNew |
$322K - $367K
|
1.33K
$341K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.33KNew |
$320K - $365K
|
1.33K
$339K
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.31KNew |
$316K - $360K
|
1.31K
$335K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.3K+ 95.52% |
$314K - $358K
|
2.67K
$682K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.3K+ 20.66% |
$314K - $358K
|
7.6K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.28KNew |
$310K - $352K
|
1.28K
$328K
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.28KNew |
$309K - $352K
|
1.28K
$327K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.26K+ 17.93% |
$305K - $347K
|
8.3K
$2.12M
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
1.26KNew |
$304K - $346K
|
1.26K
$322K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.26K+ 11.63% |
$303K - $345K
|
12.1K
$3.08M
|