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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.85M+ 26367.92% |
$447M - $508M
|
1.86M
$504M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
698K+ 8892.49% |
$169M - $192M
|
706K
$192M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
308KNew |
$74.3M - $84.5M
|
308K
$83.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
112K+ 1703.06% |
$27.1M - $30.9M
|
119K
$32.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
109K+ 4006.08% |
$26.2M - $29.9M
|
111K
$30.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
102K+ 4.68% |
$24.7M - $28.1M
|
2.29M
$621M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.8K+ 7.49% |
$23.1M - $26.3M
|
1.37M
$373M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71.6KNew |
$17.3M - $19.7M
|
71.6K
$19.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
66.7K+ 10.83% |
$16.1M - $18.3M
|
683K
$185M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54.1K+ 17.76% |
$13.1M - $14.9M
|
359K
$97.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
41.2K+ 16.35% |
$9.94M - $11.3M
|
293K
$79.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
34.4K+ 8.02% |
$8.31M - $9.46M
|
463K
$126M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
30.6K+ 12.11% |
$7.4M - $8.42M
|
284K
$77M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.6K+ 52.11% |
$7.15M - $8.14M
|
86.5K
$23.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.4K+ 2055.18% |
$6.38M - $7.26M
|
27.7K
$7.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
23.5KNew |
$5.67M - $6.45M
|
23.5K
$6.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
20.9K+ 200.7% |
$5.06M - $5.76M
|
31.4K
$8.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
19.9KNew |
$4.81M - $5.47M
|
19.9K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
17.7KNew |
$4.28M - $4.87M
|
17.7K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6K+ 207.09% |
$4.25M - $4.84M
|
26.1K
$7.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.1K+ 2.21% |
$3.66M - $4.16M
|
699K
$190M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14.5K+ 29.8% |
$3.51M - $4M
|
63.4K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
14.3K+ 74.16% |
$3.45M - $3.92M
|
33.5K
$9.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 2.37% |
$3.19M - $3.63M
|
569K
$155M
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.8KNew |
$3.09M - $3.52M
|
12.8K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
10.9KNew |
$2.64M - $3M
|
10.9K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10.9KNew |
$2.63M - $3M
|
10.9K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.3KNew |
$2.49M - $2.83M
|
10.3K
$2.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.71K+ 39.5% |
$2.1M - $2.4M
|
30.8K
$8.35M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.58KNew |
$2.07M - $2.36M
|
8.58K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.03K+ 9.77% |
$1.94M - $2.21M
|
90.3K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
7.53K+ 19.07% |
$1.82M - $2.07M
|
47K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.49KNew |
$1.57M - $1.78M
|
6.49K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.47K+ 3.18% |
$1.56M - $1.78M
|
210K
$57M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
6.25KNew |
$1.51M - $1.72M
|
6.25K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.2KNew |
$1.5M - $1.7M
|
6.2K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 136.36% |
$1.45M - $1.65M
|
10.4K
$2.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.73KNew |
$1.38M - $1.57M
|
5.73K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.67K+ 3.17% |
$1.37M - $1.56M
|
185K
$50.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.49K+ 14.21% |
$1.33M - $1.51M
|
44.1K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.43K+ 77.14% |
$1.31M - $1.49M
|
12.5K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.42K+ 7.56% |
$1.31M - $1.49M
|
77.1K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08K+ 83.57% |
$1.23M - $1.4M
|
11.2K
$3.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.92K+ 42.6% |
$1.19M - $1.35M
|
16.5K
$4.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.84K+ 4.65% |
$1.17M - $1.33M
|
109K
$29.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.82K+ 51.39% |
$1.16M - $1.33M
|
14.2K
$3.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.43K+ 15.97% |
$1.07M - $1.22M
|
32.2K
$8.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.41K+ 24.42% |
$1.06M - $1.21M
|
22.4K
$6.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.35KNew |
$1.05M - $1.2M
|
4.35K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.34KNew |
$1.05M - $1.19M
|
4.34K
$1.18M
|