Latest Institutional Transactions on Vanguard Mid Cap Growth Index (VOT)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap Growth Index (VOT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 12.49% |
$103K - $117K
|
3.85K
$939K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 0.59% |
$244K - $278K
|
171K
$41.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
842+ 3.19% |
$203K - $231K
|
27.2K
$6.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-52- 0.56% |
$12.6K - $14.3K
|
9.17K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
126+ 1.32% |
$30.4K - $34.6K
|
9.67K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.03K+ 9.77% |
$1.94M - $2.21M
|
90.3K
$22M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-204- 2.31% |
$49.3K - $56.1K
|
8.62K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.18K+ 5.12% |
$285K - $324K
|
24.2K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$1.21K - $1.37K
|
3.23K
$789K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-150- 5.14% |
$36.2K - $41.2K
|
2.77K
$675K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.75% |
$1.93K - $2.2K
|
1.08K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
478+ 7.01% |
$115K - $131K
|
7.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
110New |
$26.6K - $30.2K
|
110
$26.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-506- 11.63% |
$122K - $139K
|
3.84K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 2.24% |
$250K - $284K
|
45.2K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.85M- 99.6% |
$447M - $508M
|
7.33K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.45K+ 46.25% |
$592K - $674K
|
7.75K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
520+ 4.31% |
$126K - $143K
|
12.6K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-48- 3.4% |
$11.6K - $13.2K
|
1.36K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
164+ 0.37% |
$39.6K - $45.1K
|
44.7K
$10.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
229+ 2.39% |
$55.3K - $62.9K
|
9.81K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
112+ 13.51% |
$27K - $30.8K
|
941
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 49.32% |
$105K - $119K
|
1.31K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
804New |
$194K - $221K
|
804
$196K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
109K+ 4006.08% |
$26.2M - $29.9M
|
111K
$27.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 15.94% |
$2.66K - $3.02K
|
80
$19.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
22New |
$5.31K - $6.05K
|
22
$5.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
470New |
$113K - $129K
|
470
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
44New |
$10.6K - $12.1K
|
44
$10.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.35KNew |
$1.05M - $1.2M
|
4.35K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
553+ 2.39% |
$134K - $152K
|
23.7K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 9.16% |
$46.8K - $53.3K
|
2.31K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100New |
$24.1K - $27.5K
|
100
$24.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
190+ 0.95% |
$45.9K - $52.2K
|
20.1K
$4.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-136- 1.9% |
$32.8K - $37.4K
|
7.03K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
384New |
$92.7K - $106K
|
384
$93.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3New |
$724 - $825
|
3
$732
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-171- 6.68% |
$41.3K - $47K
|
2.39K
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10.9KNew |
$2.63M - $3M
|
10.9K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 22.22% |
$2.41K - $2.75K
|
55
$13.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.2% |
$724 - $825
|
1.5K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-49- 0.33% |
$11.8K - $13.5K
|
14.9K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
123New |
$29.7K - $33.8K
|
123
$30K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
393+ 5.71% |
$94.9K - $108K
|
7.28K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.12K+ 15.69% |
$271K - $308K
|
8.27K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.17K+ 12.93% |
$283K - $322K
|
10.2K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.62KNew |
$390K - $444K
|
1.62K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-42- 1.96% |
$10.1K - $11.5K
|
2.1K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-13- 0.43% |
$3.14K - $3.57K
|
3.04K
$742K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.84K+ 4.65% |
$1.17M - $1.33M
|
109K
$26.5M
|