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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
859+ 58.24% |
$207K - $236K
|
2.33K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
842+ 3.19% |
$203K - $231K
|
27.2K
$7.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
819New |
$198K - $225K
|
819
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
807+ 8.67% |
$195K - $222K
|
10.1K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
804New |
$194K - $221K
|
804
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
802+ 20.49% |
$194K - $220K
|
4.72K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
800+ 7.96% |
$193K - $220K
|
10.8K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
797New |
$192K - $219K
|
797
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
795New |
$192K - $219K
|
795
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
759New |
$183K - $209K
|
759
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
751+ 1.83% |
$181K - $206K
|
41.7K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
737New |
$178K - $203K
|
737
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
733+ 25.81% |
$177K - $201K
|
3.57K
$981K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
731+ 3.76% |
$177K - $201K
|
20.2K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
725+ 6041.67% |
$175K - $199K
|
737
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
717+ 44.07% |
$173K - $197K
|
2.34K
$643K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
714+ 4.14% |
$172K - $196K
|
17.9K
$4.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
709+ 6.5% |
$171K - $195K
|
11.6K
$3.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
664+ 1.52% |
$160K - $183K
|
44.3K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
638+ 3.93% |
$154K - $175K
|
16.9K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
623+ 73.47% |
$150K - $171K
|
1.47K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
621+ 0.98% |
$150K - $171K
|
64K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
600+ 66.67% |
$145K - $165K
|
1.5K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
581+ 3.35% |
$140K - $160K
|
17.9K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
573+ 4.82% |
$138K - $158K
|
12.5K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
553+ 2.39% |
$134K - $152K
|
23.7K
$6.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
546+ 32.14% |
$132K - $150K
|
2.25K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
520+ 4.31% |
$126K - $143K
|
12.6K
$3.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
514New |
$124K - $141K
|
514
$141K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
478+ 7.01% |
$115K - $131K
|
7.3K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
470New |
$113K - $129K
|
470
$129K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
438+ 5.07% |
$106K - $120K
|
9.08K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
434+ 14.48% |
$105K - $119K
|
3.43K
$942K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 49.32% |
$105K - $119K
|
1.31K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
430New |
$104K - $118K
|
430
$118K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 12.49% |
$103K - $117K
|
3.85K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
423New |
$102K - $116K
|
423
$116K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
403+ 2.29% |
$97.3K - $111K
|
18K
$4.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
403+ 15.76% |
$97.3K - $111K
|
2.96K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
395+ 2.67% |
$95.4K - $109K
|
15.2K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
393+ 5.71% |
$94.9K - $108K
|
7.28K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
386+ 3.46% |
$93.2K - $106K
|
11.5K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
384New |
$92.7K - $106K
|
384
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
380+ 41.26% |
$91.8K - $104K
|
1.3K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
371+ 5.33% |
$89.6K - $102K
|
7.34K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
371+ 7.24% |
$89.6K - $102K
|
5.5K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
368New |
$88.9K - $101K
|
368
$101K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
342+ 2.17% |
$82.6K - $94K
|
16.1K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
327+ 1.77% |
$79K - $89.9K
|
18.8K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
324+ 1.5% |
$78.2K - $89.1K
|
21.9K
$6.02M
|