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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 4.49% |
$1.01M - $1.15M
|
88.9K
$24.1M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.19K- 23.27% |
$1.01M - $1.15M
|
13.8K
$3.75M
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 52.1% |
$1.02M - $1.17M
|
3.9K
$1.06M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-4.45K- 3.31% |
$1.07M - $1.22M
|
130K
$35.3M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.66K- 52.76% |
$1.61M - $1.83M
|
5.96K
$1.62M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.35K- 42.56% |
$1.78M - $2.02M
|
9.92K
$2.69M
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.69K- 73.53% |
$2.1M - $2.39M
|
3.13K
$849K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.86K- 32.4% |
$2.14M - $2.44M
|
18.5K
$5.02M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.17K- 4.1% |
$2.21M - $2.52M
|
215K
$58.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.49K- 0.82% |
$2.29M - $2.61M
|
1.15M
$312M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.85K- 1.14% |
$2.38M - $2.71M
|
854K
$232M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-11.1K- 47.63% |
$2.67M - $3.04M
|
12.2K
$3.3M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.4K- 10.67% |
$2.76M - $3.14M
|
95.7K
$26M
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.1K- 47.95% |
$3.88M - $4.41M
|
17.4K
$4.73M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-16.7K- 1.64% |
$4.04M - $4.6M
|
1.01M
$273M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-26.3K- 3.58% |
$6.35M - $7.23M
|
709K
$192M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.4K- 14.11% |
$10.5M - $11.9M
|
264K
$71.7M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.85M- 99.6% |
$447M - $508M
|
7.33K
$1.99M
|