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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
947New |
$225K - $262K
|
947
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14K- 43.58% |
$3.34M - $3.89M
|
18.2K
$4.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
1.67K+ 1.28% |
$397K - $463K
|
132K
$32.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
82+ 3.51% |
$19.5K - $22.7K
|
2.42K
$590K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
243+ 1.36% |
$57.8K - $67.3K
|
18.2K
$4.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$2.14K - $2.49K
|
5.68K
$1.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.83K- 21.89% |
$2.34M - $2.72M
|
35.1K
$8.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-721- 0.45% |
$171K - $200K
|
159K
$38.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
887New |
$211K - $246K
|
887
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-483- 5.0% |
$115K - $134K
|
9.18K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$238 - $277
|
1.14K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.34K+ 35.11% |
$1.27M - $1.48M
|
20.6K
$5.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.88K- 3.39% |
$448K - $522K
|
53.7K
$13.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.19% |
$475 - $554
|
1.05K
$257K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
10+ 0.2% |
$2.38K - $2.77K
|
4.94K
$1.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 0.85% |
$4.52K - $5.26K
|
2.23K
$543K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-88- 14.52% |
$20.9K - $24.4K
|
518
$126K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-22- 2.61% |
$5.23K - $6.09K
|
820
$200K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
684+ 115.74% |
$163K - $189K
|
1.28K
$311K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 1.01% |
$29.2K - $34.1K
|
12K
$2.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.51K+ 22.99% |
$597K - $695K
|
13.4K
$3.28M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-181- 3.47% |
$43K - $50.1K
|
5.03K
$1.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-51- 0.67% |
$12.1K - $14.1K
|
7.55K
$1.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-227- 5.58% |
$54K - $62.9K
|
3.84K
$937K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 4.21% |
$359K - $419K
|
34.4K
$8.4M
|
|
| Q4 2024 | |||||||
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
850New |
$205K - $234K
|
850
$207K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$1.02M - $1.16M
|
4.21K
$1.03M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-696K- 98.58% |
$168M - $191M
|
10.1K
$2.46M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
6.89KNew |
$1.66M - $1.89M
|
6.89K
$1.68M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-28- 1.44% |
$6.76K - $7.7K
|
1.91K
$467K
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.73KNew |
$418K - $476K
|
1.73K
$423K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
538+ 37.75% |
$130K - $148K
|
1.96K
$479K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
6.73KNew |
$1.63M - $1.85M
|
6.73K
$1.64M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.93KNew |
$1.19M - $1.35M
|
4.93K
$1.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-47- 0.58% |
$11.3K - $12.9K
|
8K
$1.95M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-6.58K- 25.21% |
$1.59M - $1.81M
|
19.5K
$4.77M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.96KNew |
$1.2M - $1.36M
|
4.96K
$1.21M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.84K+ 185.48% |
$1.89M - $2.16M
|
12.1K
$2.95M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.94KNew |
$469K - $534K
|
1.94K
$474K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
490New |
$118K - $135K
|
490
$120K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-536- 1.13% |
$129K - $147K
|
47K
$11.5M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.8KNew |
$2.6M - $2.96M
|
10.8K
$2.62M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.39KNew |
$1.06M - $1.21M
|
4.39K
$1.07M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
230+ 16.99% |
$55.5K - $63.2K
|
1.58K
$387K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.53KNew |
$370K - $421K
|
1.53K
$374K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
898+ 24.29% |
$217K - $247K
|
4.6K
$1.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 14.58% |
$1.69K - $1.92K
|
55
$13.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3K+ 14.84% |
$724K - $825K
|
23.2K
$5.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
733K+ 1821.75% |
$177M - $202M
|
774K
$189M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-107- 5.0% |
$25.8K - $29.4K
|
2.04K
$497K
|
|