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 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
179+ 6.6% |
$43.2K - $49.2K
|
2.89K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
174+ 11.29% |
$42K - $47.8K
|
1.72K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
171+ 12.73% |
$41.3K - $47K
|
1.51K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
BUY
|
- |
170+ 1.28% |
$41.1K - $46.7K
|
13.5K
$3.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
164+ 0.37% |
$39.6K - $45.1K
|
44.7K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
164+ 0.46% |
$39.6K - $45.1K
|
36K
$9.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
163+ 5433.33% |
$39.4K - $44.8K
|
166
$42.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
154New |
$37.2K - $42.3K
|
154
$39.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
148+ 8.05% |
$35.7K - $40.7K
|
1.99K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
146+ 4.89% |
$35.3K - $40.1K
|
3.13K
$801K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
143New |
$34.5K - $39.3K
|
143
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
138New |
$33.3K - $37.9K
|
138
$35.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
137+ 2.16% |
$33.1K - $37.7K
|
6.48K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
135+ 2.9% |
$32.6K - $37.1K
|
4.79K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 1.68% |
$31.9K - $36.3K
|
8K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
132+ 27.79% |
$31.9K - $36.3K
|
607
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
126+ 3.72% |
$30.4K - $34.6K
|
3.52K
$900K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
126+ 1.32% |
$30.4K - $34.6K
|
9.67K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
124+ 1.46% |
$29.9K - $34.1K
|
8.61K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123New |
$29.7K - $33.8K
|
123
$31.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
122+ 9.81% |
$29.5K - $33.5K
|
1.37K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
122+ 5.02% |
$29.5K - $33.5K
|
2.55K
$653K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
120+ 91.6% |
$29K - $33K
|
251
$64.2K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
119+ 6.44% |
$28.7K - $32.7K
|
1.97K
$503K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
115+ 2.3% |
$27.8K - $31.6K
|
5.11K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
113+ 6.35% |
$27.3K - $31.1K
|
1.89K
$484K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
112+ 13.51% |
$27K - $30.8K
|
941
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
110New |
$26.6K - $30.2K
|
110
$28.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
109+ 2.26% |
$26.3K - $30K
|
4.93K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
105New |
$25.4K - $28.9K
|
105
$26.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
103+ 1.21% |
$24.9K - $28.3K
|
8.59K
$2.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
101New |
$24.4K - $27.8K
|
101
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100New |
$24.1K - $27.5K
|
100
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
99+ 4.71% |
$23.9K - $27.2K
|
2.2K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
91+ 0.96% |
$22K - $25K
|
9.59K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
91+ 3.17% |
$22K - $25K
|
2.96K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
88+ 12.77% |
$21.3K - $24.2K
|
777
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
87+ 7.04% |
$21K - $23.9K
|
1.32K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 16.8% |
$20.5K - $23.4K
|
591
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
79+ 2.56% |
$19.1K - $21.7K
|
3.17K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
75+ 1.02% |
$18.1K - $20.6K
|
7.45K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
75+ 7.77% |
$18.1K - $20.6K
|
1.04K
$266K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
75+ 7.42% |
$18.1K - $20.6K
|
1.09K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
73+ 0.8% |
$17.6K - $20.1K
|
9.16K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
73+ 0.28% |
$17.6K - $20.1K
|
26.2K
$6.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
72New |
$17.4K - $19.8K
|
72
$18.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
71New |
$17.1K - $19.5K
|
71
$18.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
70+ 3.38% |
$16.9K - $19.2K
|
2.14K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
69+ 5.5% |
$16.7K - $19K
|
1.32K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
67+ 1.58% |
$16.2K - $18.4K
|
4.31K
$1.1M
|