Institutional Ownership Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC). We have compiled data on the 418 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,497,476
shares
|
$283 Million
0.03% of portfolio
|
Q1 2024
Added 0.39%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
659,704
shares
|
$125 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
547,915
shares
|
$104 Million
1.07% of portfolio
|
Q1 2024
Added 15.8%
|
|
Wooster Corthell Wealth Management, Inc.
|
Apr 29, 2024 Q1 2024 |
499,378
shares
|
$94.4 Million
21.36% of portfolio
|
Q1 2024
Reduced 3.35%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
448,966
shares
|
$84.9 Million
0.06% of portfolio
|
Q1 2024
Added 2.6%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
444,215
shares
|
$84 Million
0.02% of portfolio
|
Q1 2024
Added 3.44%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
440,723
shares
|
$83.3 Million
0.03% of portfolio
|
Q1 2024
Reduced 12.44%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
433,441
shares
|
$81.9 Million
0.02% of portfolio
|
Q1 2024
Added 6.41%
|
|
Cadence Bank
Tupelo, MS |
May 14, 2024 Q1 2024 |
425,246
shares
|
$80.4 Million
5.8% of portfolio
|
Q1 2024
Added 0.73%
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
415,604
shares
|
$78.6 Million
4.53% of portfolio
|
Q1 2024
Added 4.09%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
385,569
shares
|
$72.9 Million
0.02% of portfolio
|
Q1 2024
Added 7.29%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
350,122
shares
|
$66.2 Million
0.04% of portfolio
|
Q1 2024
Added 6.09%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
326,844
shares
|
$61.8 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.39%
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
320,332
shares
|
$60.6 Million
3.04% of portfolio
|
Q1 2024
Added 27.5%
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
310,579
shares
|
$58.7 Million
1.48% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
280,200
shares
|
$53 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Verus Financial Partners, Inc.
|
May 07, 2024 Q1 2024 |
223,233
shares
|
$42.2 Million
4.9% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
206,569
shares
|
$39.1 Million
2.55% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
201,432
shares
|
$38.1 Million
0.53% of portfolio
|
Q4 2022
New holding
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 09, 2024 Q1 2024 |
184,402
shares
|
$34.9 Million
12.83% of portfolio
|
Q1 2024
Added 2.32%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
183,943
shares
|
$34.8 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
182,427
shares
|
$34.5 Million
0.05% of portfolio
|
Q1 2024
Added 1.35%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
179,717
shares
|
$34 Million
0.06% of portfolio
|
Q1 2024
Added 3.11%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
174,547
shares
|
$33 Million
0.1% of portfolio
|
Q1 2024
Added 13.04%
|
|
Ieq Capital, LLC
|
May 08, 2024 Q1 2024 |
172,578
shares
|
$32.6 Million
0.47% of portfolio
|
Q1 2024
Added 0.45%
|