Institutional Ownership Vanguard Mid Cap Growth Index (VOT)
This table provides information about the institutional ownership of Vanguard Mid Cap Growth Index (VOT). We have compiled data on the 1,070 institutions that hold shares in the stock, with a total of 40.4 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
30,005
shares
|
$7.47 Million
3.2% of portfolio
|
Q2 2023
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
29,965
shares
|
$7.46 Million
2.48% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
29,837
shares
|
$7.43 Million
0.98% of portfolio
|
Q1 2025
Added 28.82%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
29,771
shares
|
$7.41 Million
0.26% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
29,205
shares
|
$7.27 Million
0.19% of portfolio
|
Q1 2025
Added 16.8%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
29,033
shares
|
$7.23 Million
2.57% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
28,980
shares
|
$7.21 Million
0.29% of portfolio
|
Q4 2021
Added 3.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
28,929
shares
|
$7.2 Million
2.26% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
28,767
shares
|
$7.16 Million
0.72% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
28,710
shares
|
$7.15 Million
0.82% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
28,514
shares
|
$7.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
28,066
shares
|
$6.99 Million
2.45% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
28,063
shares
|
$6.98 Million
2.37% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
27,983
shares
|
$6.96 Million
3.83% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
27,694
shares
|
$6.89 Million
0.47% of portfolio
|
Q4 2024
Added 2055.18%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
27,678
shares
|
$6.89 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
27,076
shares
|
$6.74 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
26,654
shares
|
$6.63 Million
0.25% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
26,613
shares
|
$6.62 Million
0.54% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
26,523
shares
|
$6.6 Million
0.12% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
26,273
shares
|
$6.54 Million
4.5% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
26,045
shares
|
$6.48 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
25,443
shares
|
$6.33 Million
2.2% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
25,443
shares
|
$6.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
25,372
shares
|
$6.32 Million
3.85% of portfolio
|
Q1 2025
Added 5.54%
|