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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-460- 5.63% |
$76.5K - $86K
|
7.71K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-497- 15.64% |
$82.7K - $93K
|
2.68K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-499- 0.79% |
$83K - $93.3K
|
62.6K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-514- 12.38% |
$85.5K - $96.1K
|
3.64K
$793K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-515- 2.38% |
$85.7K - $96.3K
|
21.1K
$4.61M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-517- 8.95% |
$86K - $96.7K
|
5.26K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-569- 29.7% |
$94.7K - $106K
|
1.35K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-573- 30.56% |
$95.3K - $107K
|
1.3K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-601- 6.21% |
$100K - $112K
|
9.08K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-642- 13.08% |
$107K - $120K
|
4.27K
$930K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-670- 66.47% |
$111K - $125K
|
338
$73.6K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-691- 9.02% |
$115K - $129K
|
6.97K
$1.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-708- 37.98% |
$118K - $132K
|
1.16K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-881- 41.19% |
$147K - $165K
|
1.26K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-890- 3.28% |
$148K - $166K
|
26.2K
$5.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-900- 5.55% |
$150K - $168K
|
15.3K
$3.33M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-979- 0.44% |
$163K - $183K
|
223K
$48.6M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.22K- 8.64% |
$203K - $228K
|
12.9K
$2.81M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.25K- 4.91% |
$208K - $234K
|
24.2K
$5.28M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.27K- 0.39% |
$211K - $237K
|
327K
$71.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.34K- 10.92% |
$222K - $250K
|
10.9K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.42K- 4.89% |
$237K - $266K
|
27.7K
$6.03M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.48K- 0.8% |
$247K - $278K
|
184K
$40.1M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.54K- 10.43% |
$257K - $289K
|
13.2K
$2.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.59K- 2.36% |
$265K - $298K
|
66K
$14.4M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.91K- 6.05% |
$317K - $357K
|
29.6K
$6.45M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.99K- 9.59% |
$331K - $372K
|
18.7K
$4.08M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.14K- 2.22% |
$357K - $401K
|
94.6K
$20.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.17K- 4.42% |
$361K - $406K
|
47K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.43K- 9.96% |
$404K - $455K
|
22K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-2.48K- 5.4% |
$413K - $464K
|
43.4K
$9.46M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.85K- 2.68% |
$474K - $533K
|
104K
$22.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 0.95% |
$496K - $558K
|
311K
$67.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 3.76% |
$510K - $573K
|
78.5K
$17.1M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.21K- 24.07% |
$533K - $600K
|
10.1K
$2.2M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 17.07% |
$571K - $642K
|
16.7K
$3.64M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-3.78K- 60.22% |
$629K - $707K
|
2.5K
$544K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.94K- 9.13% |
$821K - $923K
|
49.1K
$10.7M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.84K- 3.5% |
$971K - $1.09M
|
161K
$35M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.57K- 34.55% |
$1.09M - $1.23M
|
12.4K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-8.54K- 40.32% |
$1.42M - $1.6M
|
12.6K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-8.67K- 42.06% |
$1.44M - $1.62M
|
11.9K
$2.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.18K- 5.83% |
$1.53M - $1.72M
|
148K
$32.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10.3K- 55.08% |
$1.71M - $1.93M
|
8.4K
$1.83M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.4K- 91.95% |
$2.06M - $2.31M
|
1.08K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-13.9K- 49.89% |
$2.31M - $2.6M
|
14K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-14.8K- 85.87% |
$2.46M - $2.76M
|
2.43K
$529K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-16.2K- 61.2% |
$2.7M - $3.03M
|
10.3K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-17.3K- 3.35% |
$2.88M - $3.24M
|
499K
$109M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-21K- 84.56% |
$3.49M - $3.92M
|
3.83K
$834K
|