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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
403+ 2.29% |
$97.3K - $111K
|
18K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
403+ 15.76% |
$97.3K - $111K
|
2.96K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
395+ 2.67% |
$95.4K - $109K
|
15.2K
$3.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
393+ 5.71% |
$94.9K - $108K
|
7.28K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
386+ 3.46% |
$93.2K - $106K
|
11.5K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
384New |
$92.7K - $106K
|
384
$98.2K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
380+ 41.26% |
$91.8K - $104K
|
1.3K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
372+ 2.59% |
$89.8K - $102K
|
14.7K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
371+ 5.33% |
$89.6K - $102K
|
7.34K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
371+ 7.24% |
$89.6K - $102K
|
5.5K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
368New |
$88.9K - $101K
|
368
$94.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
367+ 61.06% |
$88.6K - $101K
|
968
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
343+ 6.62% |
$82.8K - $94.3K
|
5.53K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
342+ 2.17% |
$82.6K - $94K
|
16.1K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
330+ 35.33% |
$79.7K - $90.7K
|
1.26K
$323K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
327+ 1.77% |
$79K - $89.9K
|
18.8K
$4.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
324+ 1.5% |
$78.2K - $89.1K
|
21.9K
$5.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
318+ 859.46% |
$76.8K - $87.4K
|
355
$90.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
295New |
$71.2K - $81.1K
|
295
$75.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
294+ 8.86% |
$71K - $80.8K
|
3.61K
$924K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
285+ 1.29% |
$68.8K - $78.3K
|
22.3K
$5.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
269+ 2.68% |
$65K - $73.9K
|
10.3K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
249+ 4.17% |
$60.1K - $68.4K
|
6.22K
$1.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
246+ 4.95% |
$59.4K - $67.6K
|
5.21K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
245+ 1.31% |
$59.2K - $67.3K
|
19K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
240+ 8.39% |
$58K - $66K
|
3.1K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
240+ 13.47% |
$58K - $66K
|
2.02K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
239New |
$57.7K - $65.7K
|
239
$61.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
238+ 16.16% |
$57.5K - $65.4K
|
1.71K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
237+ 8.13% |
$57.2K - $65.1K
|
3.15K
$806K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
237+ 4.72% |
$57.2K - $65.1K
|
5.26K
$1.34M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
230+ 16.99% |
$55.5K - $63.2K
|
1.58K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
229+ 2.39% |
$55.3K - $62.9K
|
9.81K
$2.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
218+ 4.02% |
$52.6K - $59.9K
|
5.64K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
213New |
$51.4K - $58.6K
|
213
$54.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
207+ 0.57% |
$50K - $56.9K
|
36.8K
$9.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
206+ 10.8% |
$49.7K - $56.6K
|
2.11K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
203+ 16.65% |
$49K - $55.8K
|
1.42K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
202+ 2.28% |
$48.8K - $55.5K
|
9.05K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
200New |
$48.3K - $55K
|
200
$51.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
200+ 4.26% |
$48.3K - $55K
|
4.89K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
196+ 22.61% |
$47.3K - $53.9K
|
1.06K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 9.16% |
$46.8K - $53.3K
|
2.31K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
192+ 3.98% |
$46.4K - $52.8K
|
5.02K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
190+ 0.95% |
$45.9K - $52.2K
|
20.1K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
190+ 8.91% |
$45.9K - $52.2K
|
2.32K
$594K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
186+ 20.51% |
$44.9K - $51.1K
|
1.09K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
182+ 0.83% |
$43.9K - $50K
|
22K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
180New |
$43.5K - $49.5K
|
180
$46K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
179+ 0.65% |
$43.2K - $49.2K
|
27.8K
$7.12M
|