Purchases and Sales Made in Q1 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.08KNew |
$179K - $201K
|
1.08K
$232K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.07K+ 3.54% |
$177K - $199K
|
31.1K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.01K+ 5.83% |
$167K - $188K
|
18.2K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
986+ 4.21% |
$164K - $184K
|
24.4K
$5.26M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
963+ 11.57% |
$160K - $180K
|
9.29K
$2M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
899+ 46.48% |
$150K - $168K
|
2.83K
$612K
|
|
|
May 06, 2024
Q1 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
896+ 2.25% |
$149K - $168K
|
40.8K
$8.8M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
776+ 0.45% |
$129K - $145K
|
173K
$37.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
720+ 947.37% |
$120K - $135K
|
796
$172K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
716+ 58.31% |
$119K - $134K
|
1.94K
$420K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
627+ 8.23% |
$104K - $117K
|
8.25K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
530+ 1.72% |
$88.2K - $99.1K
|
31.3K
$6.75M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
519New |
$86.3K - $97.1K
|
519
$112K
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
506+ 1.09% |
$84.2K - $94.6K
|
46.9K
$10.1M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
486+ 2.71% |
$80.9K - $90.9K
|
18.4K
$3.97M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
482New |
$80.2K - $90.1K
|
482
$104K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
460+ 0.62% |
$76.5K - $86K
|
75K
$16.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
443+ 1.74% |
$73.7K - $82.9K
|
25.9K
$5.59M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
441+ 8.02% |
$73.4K - $82.5K
|
5.94K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
390New |
$64.9K - $72.9K
|
390
$84.2K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
389+ 33.05% |
$64.7K - $72.8K
|
1.57K
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
381+ 15.37% |
$63.4K - $71.3K
|
2.86K
$617K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
367+ 24.92% |
$61.1K - $68.6K
|
1.84K
$397K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
352+ 15.5% |
$58.6K - $65.8K
|
2.62K
$566K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
330+ 20.69% |
$54.9K - $61.7K
|
1.93K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
270+ 21.46% |
$44.9K - $50.5K
|
1.53K
$330K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
266+ 13.34% |
$44.3K - $49.7K
|
2.26K
$488K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
250+ 18.1% |
$41.6K - $46.8K
|
1.63K
$352K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
239+ 0.31% |
$39.8K - $44.7K
|
76.9K
$16.6M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
232+ 232.0% |
$38.6K - $43.4K
|
332
$71.7K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
216+ 9.2% |
$35.9K - $40.4K
|
2.57K
$554K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
207+ 11.03% |
$34.4K - $38.7K
|
2.08K
$450K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$33.3K - $37.4K
|
200
$43.2K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
200+ 6.67% |
$33.3K - $37.4K
|
3.2K
$691K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
191+ 58.59% |
$31.8K - $35.7K
|
517
$112K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
187+ 1.01% |
$31.1K - $35K
|
18.7K
$4.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
185+ 3.32% |
$30.8K - $34.6K
|
5.76K
$1.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
185+ 8.08% |
$30.8K - $34.6K
|
2.48K
$534K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
180New |
$29.9K - $33.7K
|
180
$38.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
175+ 27.47% |
$29.1K - $32.7K
|
812
$175K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
164+ 1.29% |
$27.3K - $30.7K
|
12.9K
$2.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
161+ 2.0% |
$26.8K - $30.1K
|
8.23K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
134+ 5.44% |
$22.3K - $25.1K
|
2.6K
$560K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
125New |
$20.8K - $23.4K
|
125
$27K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
125+ 4.07% |
$20.8K - $23.4K
|
3.2K
$690K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104+ 1.33% |
$17.3K - $19.5K
|
7.9K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
99+ 2.07% |
$16.5K - $18.5K
|
4.88K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
97+ 3.43% |
$16.1K - $18.1K
|
2.93K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
94+ 3.5% |
$15.6K - $17.6K
|
2.78K
$600K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90New |
$15K - $16.8K
|
90
$19.4K
|