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 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
819New |
$198K - $225K
|
819
$210K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
807+ 8.67% |
$195K - $222K
|
10.1K
$2.59M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
804New |
$194K - $221K
|
804
$206K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
802+ 20.49% |
$194K - $220K
|
4.72K
$1.21M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
800+ 7.96% |
$193K - $220K
|
10.8K
$2.77M
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
797New |
$192K - $219K
|
797
$204K
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
795New |
$192K - $219K
|
795
$203K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
759New |
$183K - $209K
|
759
$194K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
751+ 1.83% |
$181K - $206K
|
41.7K
$10.7M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
737New |
$178K - $203K
|
737
$189K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
733+ 25.81% |
$177K - $201K
|
3.57K
$914K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
731+ 3.76% |
$177K - $201K
|
20.2K
$5.16M
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
728+ 4.84% |
$176K - $200K
|
15.8K
$4.03M
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
725+ 6041.67% |
$175K - $199K
|
737
$189K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
717+ 44.07% |
$173K - $197K
|
2.34K
$600K
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
714+ 4.14% |
$172K - $196K
|
17.9K
$4.59M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
710+ 4.08% |
$171K - $195K
|
18.1K
$4.63M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
709+ 6.5% |
$171K - $195K
|
11.6K
$2.97M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
672+ 3.74% |
$162K - $185K
|
18.6K
$4.77M
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
664+ 1.52% |
$160K - $183K
|
44.3K
$11.3M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
638+ 3.93% |
$154K - $175K
|
16.9K
$4.31M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
623+ 73.47% |
$150K - $171K
|
1.47K
$376K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
621+ 0.98% |
$150K - $171K
|
64K
$16.4M
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
600+ 66.67% |
$145K - $165K
|
1.5K
$384K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
596+ 0.75% |
$144K - $164K
|
79.7K
$20.4M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
581+ 3.35% |
$140K - $160K
|
17.9K
$4.58M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
576+ 19.53% |
$139K - $158K
|
3.53K
$902K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
573+ 4.82% |
$138K - $158K
|
12.5K
$3.19M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
562+ 3.45% |
$136K - $154K
|
16.8K
$4.31M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
553+ 2.39% |
$134K - $152K
|
23.7K
$6.05M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
547New |
$132K - $150K
|
547
$140K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
546+ 32.14% |
$132K - $150K
|
2.25K
$574K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
520+ 4.31% |
$126K - $143K
|
12.6K
$3.22M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
517+ 0.65% |
$125K - $142K
|
79.9K
$20.4M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
514New |
$124K - $141K
|
514
$131K
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
513+ 1.85% |
$124K - $141K
|
28.2K
$7.22M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
511+ 4.15% |
$123K - $140K
|
12.8K
$3.28M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
506New |
$122K - $139K
|
506
$129K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
490New |
$118K - $135K
|
490
$125K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
482New |
$116K - $132K
|
482
$123K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
478+ 7.01% |
$115K - $131K
|
7.3K
$1.87M
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
476+ 0.55% |
$115K - $131K
|
87.3K
$22.3M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
470New |
$113K - $129K
|
470
$120K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
438+ 5.07% |
$106K - $120K
|
9.08K
$2.32M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
434+ 14.48% |
$105K - $119K
|
3.43K
$878K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 49.32% |
$105K - $119K
|
1.31K
$335K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
430New |
$104K - $118K
|
430
$110K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 12.49% |
$103K - $117K
|
3.85K
$984K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
423New |
$102K - $116K
|
423
$108K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
419+ 9.22% |
$101K - $115K
|
4.97K
$1.27M
|