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 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-969- 0.21% |
$234K - $266K
|
450K
$124M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-977- 23.11% |
$236K - $269K
|
3.25K
$892K
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 0.99% |
$243K - $277K
|
101K
$27.7M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 0.59% |
$244K - $278K
|
171K
$47M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 2.24% |
$250K - $284K
|
45.2K
$12.4M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.12K- 3.21% |
$269K - $307K
|
33.7K
$9.25M
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.22K- 23.02% |
$294K - $334K
|
4.07K
$1.12M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.24K- 26.01% |
$300K - $341K
|
3.53K
$969K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.41K- 25.76% |
$339K - $386K
|
4.05K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.45K- 52.97% |
$351K - $399K
|
1.29K
$354K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 3.49% |
$378K - $430K
|
43.3K
$11.9M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.83K- 18.81% |
$442K - $503K
|
7.9K
$2.17M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.86K- 4.34% |
$449K - $512K
|
41K
$11.3M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-1.88K- 7.0% |
$453K - $516K
|
25K
$6.85M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.94K- 20.59% |
$469K - $534K
|
7.49K
$2.06M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 1.84% |
$498K - $567K
|
110K
$30.3M
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.19K- 1.96% |
$529K - $602K
|
109K
$30M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.25K- 2.42% |
$543K - $618K
|
90.7K
$24.9M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.32K- 3.05% |
$560K - $637K
|
73.7K
$20.2M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-2.37K- 53.04% |
$573K - $652K
|
2.1K
$576K
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.77K- 4.84% |
$669K - $762K
|
54.5K
$15M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.82K- 4.53% |
$680K - $775K
|
59.4K
$16.3M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 4.49% |
$1.01M - $1.15M
|
88.9K
$24.4M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-4.45K- 3.31% |
$1.07M - $1.22M
|
130K
$35.7M
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.66K- 52.76% |
$1.61M - $1.83M
|
5.96K
$1.64M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.35K- 42.56% |
$1.78M - $2.02M
|
9.92K
$2.72M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.17K- 4.1% |
$2.21M - $2.52M
|
215K
$58.9M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.49K- 0.82% |
$2.29M - $2.61M
|
1.15M
$315M
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-11.1K- 47.63% |
$2.67M - $3.04M
|
12.2K
$3.34M
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.1K- 47.95% |
$3.88M - $4.41M
|
17.4K
$4.78M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.4K- 14.11% |
$10.5M - $11.9M
|
264K
$72.6M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.85M- 99.6% |
$447M - $508M
|
7.33K
$2.01M
|