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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-672- 11.46% |
$162K - $185K
|
5.19K
$1.41M
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-675- 14.24% |
$163K - $186K
|
4.07K
$1.1M
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-676- 2.3% |
$163K - $186K
|
28.7K
$7.78M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-678- 3.46% |
$164K - $186K
|
18.9K
$5.14M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-741- 2.94% |
$179K - $204K
|
24.5K
$6.64M
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-742- 2.31% |
$179K - $204K
|
31.3K
$8.5M
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-745- 9.17% |
$180K - $205K
|
7.38K
$2M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-768- 9.78% |
$185K - $211K
|
7.09K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-780- 9.81% |
$188K - $214K
|
7.17K
$1.95M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-781- 12.82% |
$189K - $215K
|
5.31K
$1.44M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-783- 1.71% |
$189K - $215K
|
44.9K
$12.2M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-792- 2.16% |
$191K - $218K
|
35.9K
$9.75M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-793- 27.3% |
$191K - $218K
|
2.11K
$573K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-796- 4.51% |
$192K - $219K
|
16.9K
$4.58M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-836- 4.73% |
$202K - $230K
|
16.8K
$4.57M
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-838- 5.44% |
$202K - $230K
|
14.6K
$3.95M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-881- 20.71% |
$213K - $242K
|
3.37K
$915K
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-882- 1.26% |
$213K - $242K
|
69.1K
$18.7M
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-900- 17.46% |
$217K - $247K
|
4.25K
$1.15M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-931- 3.23% |
$225K - $256K
|
27.9K
$7.56M
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-936- 0.94% |
$226K - $257K
|
98.1K
$26.6M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-969- 0.21% |
$234K - $266K
|
450K
$122M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-977- 23.11% |
$236K - $269K
|
3.25K
$882K
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 0.99% |
$243K - $277K
|
101K
$27.4M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 0.59% |
$244K - $278K
|
171K
$46.5M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 2.24% |
$250K - $284K
|
45.2K
$12.3M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 3.21% |
$269K - $307K
|
33.7K
$9.15M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.22K- 23.02% |
$294K - $334K
|
4.07K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.24K- 26.01% |
$300K - $341K
|
3.53K
$958K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.39K- 0.71% |
$335K - $381K
|
193K
$52.4M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.41K- 25.76% |
$339K - $386K
|
4.05K
$1.1M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.45K- 52.97% |
$351K - $399K
|
1.29K
$350K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 3.49% |
$378K - $430K
|
43.3K
$11.7M
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.68K- 31.11% |
$406K - $462K
|
3.72K
$1.01M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.76K- 9.02% |
$425K - $484K
|
17.8K
$4.82M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 8.39% |
$436K - $496K
|
19.7K
$5.35M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.83K- 18.81% |
$442K - $503K
|
7.9K
$2.14M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.86K- 4.34% |
$449K - $512K
|
41K
$11.1M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.88K- 7.0% |
$453K - $516K
|
25K
$6.78M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.92K- 1.18% |
$463K - $527K
|
160K
$43.4M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.94K- 20.59% |
$469K - $534K
|
7.49K
$2.03M
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.98K- 4.03% |
$479K - $545K
|
47.2K
$12.8M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 1.84% |
$498K - $567K
|
110K
$29.9M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.19K- 1.96% |
$529K - $602K
|
109K
$29.7M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.25K- 2.42% |
$543K - $618K
|
90.7K
$24.6M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.32K- 3.05% |
$560K - $637K
|
73.7K
$20M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.37K- 53.04% |
$573K - $652K
|
2.1K
$570K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.77K- 4.84% |
$669K - $762K
|
54.5K
$14.8M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.82K- 4.53% |
$680K - $775K
|
59.4K
$16.1M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.59K- 11.78% |
$867K - $987K
|
26.9K
$7.29M
|