Purchases and Sales Made in Q4 2025 in Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT) during Q4 2025. 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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
61.4K+ 2.85% |
$17.2M - $18.3M
|
2.22M
$621M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
30K+ 324.24% |
$8.39M - $8.94M
|
39.2K
$11M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.4K+ 38.98% |
$7.96M - $8.48M
|
101K
$28.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.6K+ 72.66% |
$3.81M - $4.06M
|
32.4K
$9.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.86K+ 20.95% |
$2.48M - $2.64M
|
51.1K
$14.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
8.83KNew |
$2.47M - $2.63M
|
8.83K
$2.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
7.39KNew |
$2.07M - $2.2M
|
7.39K
$2.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
7.25K+ 8.4% |
$2.03M - $2.16M
|
93.5K
$26.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
7.01K+ 1.57% |
$1.96M - $2.09M
|
455K
$127M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.17KNew |
$1.72M - $1.84M
|
6.17K
$1.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.13K+ 7.09% |
$1.71M - $1.83M
|
92.6K
$25.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.57K+ 1.62% |
$1.56M - $1.66M
|
349K
$97.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
5.49KNew |
$1.54M - $1.64M
|
5.49K
$1.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.56K+ 222.68% |
$1.27M - $1.36M
|
6.6K
$1.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$985K - $1.05M
|
3.52K
$985K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
3.51K+ 2.33% |
$982K - $1.05M
|
154K
$43.2M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.31K+ 92.24% |
$925K - $985K
|
6.89K
$1.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.3K+ 41.26% |
$923K - $984K
|
11.3K
$3.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
3.11KNew |
$870K - $927K
|
3.11K
$870K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.07K+ 11.77% |
$859K - $916K
|
29.2K
$8.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.05K+ 29.92% |
$852K - $908K
|
13.2K
$3.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 1.74% |
$716K - $763K
|
150K
$41.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.42K+ 9.99% |
$676K - $721K
|
26.6K
$7.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.38K+ 10.54% |
$666K - $709K
|
25K
$6.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.29K+ 55.44% |
$641K - $684K
|
6.43K
$1.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.27K+ 15.39% |
$634K - $676K
|
17K
$4.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.04KNew |
$571K - $609K
|
2.04K
$571K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
1.98K+ 1.46% |
$554K - $591K
|
138K
$38.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.88K+ 4.49% |
$526K - $560K
|
43.8K
$12.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.83KNew |
$511K - $545K
|
1.83K
$511K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.74K+ 3.07% |
$485K - $517K
|
58.3K
$16.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
1.71K+ 24.01% |
$478K - $509K
|
8.83K
$2.47M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.7K+ 31.3% |
$474K - $505K
|
7.11K
$1.99M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.6K+ 62.6% |
$448K - $478K
|
4.16K
$1.16M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
1.32K+ 30.03% |
$370K - $394K
|
5.72K
$1.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 2.09% |
$338K - $360K
|
59.1K
$16.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.18K+ 2.39% |
$329K - $351K
|
50.3K
$14.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
1.17K+ 27.45% |
$328K - $350K
|
5.45K
$1.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.15K+ 3.36% |
$321K - $343K
|
35.3K
$9.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Refined Wealth Management
|
BUY
|
- |
1.14KNew |
$320K - $341K
|
1.14K
$320K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.13K+ 3.23% |
$315K - $336K
|
35.9K
$10.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
1.08K+ 5.65% |
$301K - $321K
|
20.1K
$5.63M
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
BUY
|
- |
1.04K+ 5.93% |
$290K - $309K
|
18.5K
$5.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Mor Wealth Management, LLC
Philadelphia, PA |
BUY
|
- |
1.03KNew |
$289K - $308K
|
1.03K
$289K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
889New |
$249K - $265K
|
889
$249K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
841New |
$235K - $251K
|
841
$235K
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
837+ 10.58% |
$234K - $250K
|
8.75K
$2.45M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
786+ 34.04% |
$220K - $234K
|
3.1K
$866K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
751New |
$210K - $224K
|
751
$210K
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
746+ 0.91% |
$209K - $222K
|
83.1K
$23.3M
|
|