Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
211KNew |
$27.6M - $30.4M
|
211K
$45.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
110K+ 53.63% |
$14.5M - $15.9M
|
316K
$68.4M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
55.9K+ 46.97% |
$7.33M - $8.06M
|
175K
$37.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.7KNew |
$4.81M - $5.29M
|
36.7K
$7.94M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
36.6K+ 12.15% |
$4.8M - $5.28M
|
338K
$73.2M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
33.8KNew |
$4.43M - $4.87M
|
33.8K
$7.31M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
32.1K+ 407.55% |
$4.21M - $4.62M
|
39.9K
$8.65M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.7K+ 6.98% |
$2.97M - $3.27M
|
347K
$75.2M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
19.9K+ 1493.62% |
$2.61M - $2.87M
|
21.2K
$4.6M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
19.3KNew |
$2.52M - $2.78M
|
19.3K
$4.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.6K+ 35.62% |
$2.18M - $2.4M
|
63.3K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 179.42% |
$1.9M - $2.08M
|
22.5K
$4.87M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.5K+ 179.42% |
$1.9M - $2.08M
|
22.5K
$4.87M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.2K+ 295.68% |
$1.61M - $1.77M
|
16.4K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6KNew |
$1.53M - $1.68M
|
11.6K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.93K+ 424.59% |
$1.3M - $1.43M
|
12.3K
$2.65M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.63K+ 27.22% |
$1.13M - $1.24M
|
40.3K
$8.73M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.43K+ 141.77% |
$1.11M - $1.22M
|
14.4K
$3.11M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.79K+ 1.27% |
$891K - $979K
|
540K
$117M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.34K+ 10.19% |
$832K - $915K
|
68.6K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.07K+ 7.64% |
$795K - $875K
|
85.4K
$18.5M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.7K+ 99.1% |
$747K - $822K
|
11.4K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.45KNew |
$715K - $786K
|
5.45K
$1.18M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.28K+ 100.59% |
$692K - $761K
|
10.5K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.74K+ 1.64% |
$622K - $684K
|
293K
$63.5M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.95KNew |
$517K - $569K
|
3.95K
$854K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.81K+ 20.33% |
$500K - $549K
|
22.6K
$4.88M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.79K+ 16.47% |
$498K - $547K
|
26.8K
$5.81M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.46KNew |
$454K - $499K
|
3.46K
$749K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.98K+ 1.65% |
$391K - $430K
|
184K
$39.8M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.95KNew |
$386K - $425K
|
2.95K
$637K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.86K+ 1997.9% |
$375K - $412K
|
3K
$649K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.82K+ 19.23% |
$370K - $407K
|
17.5K
$3.79M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.82K+ 5.15% |
$369K - $406K
|
57.4K
$12.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.65K+ 12.97% |
$347K - $381K
|
23K
$4.99M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.5K+ 186.29% |
$328K - $360K
|
3.84K
$832K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.43K+ 8675.0% |
$319K - $350K
|
2.46K
$532K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.4KNew |
$315K - $346K
|
2.4K
$520K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.2K+ 2.76% |
$288K - $317K
|
82K
$17.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.09K+ 14.63% |
$274K - $301K
|
16.4K
$3.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
2.06KNew |
$271K - $297K
|
2.06K
$447K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.89K+ 599.37% |
$248K - $273K
|
2.21K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.7KNew |
$223K - $245K
|
1.7K
$368K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.66KNew |
$217K - $239K
|
1.66K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.61KNew |
$211K - $232K
|
1.61K
$348K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.52K+ 5.98% |
$199K - $219K
|
26.9K
$5.82M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.48KNew |
$194K - $214K
|
1.48K
$321K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.48KNew |
$194K - $213K
|
1.48K
$319K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 6.13% |
$191K - $211K
|
25.3K
$5.47M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
1.45KNew |
$190K - $209K
|
1.45K
$314K
|