Purchases and Sales Made in Q1 2025 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q1 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
455K+ 2183.21% |
$90.7M - $101M
|
476K
$102M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 190.39% |
$35.6M - $39.8M
|
273K
$58.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145K+ 262.92% |
$29M - $32.4M
|
201K
$42.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.6K+ 19.04% |
$16.6M - $18.6M
|
522K
$112M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
68.6KNew |
$13.7M - $15.3M
|
68.6K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
63.7K+ 17.29% |
$12.7M - $14.2M
|
432K
$92.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.1K+ 105.7% |
$8.18M - $9.14M
|
79.9K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.7K+ 7.34% |
$8.1M - $9.06M
|
595K
$127M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.1K+ 26.15% |
$6.99M - $7.81M
|
169K
$36.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30K+ 42.07% |
$5.97M - $6.67M
|
101K
$21.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
29K+ 162.18% |
$5.77M - $6.45M
|
46.8K
$10M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
27.9K+ 222.04% |
$5.56M - $6.22M
|
40.5K
$8.66M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
21.2KNew |
$4.22M - $4.72M
|
21.2K
$4.53M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
19.3K+ 131.75% |
$3.85M - $4.3M
|
34K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
18.3K+ 729.11% |
$3.64M - $4.07M
|
20.8K
$4.45M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.9KNew |
$3.57M - $3.99M
|
17.9K
$3.83M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
17.8K+ 1355.18% |
$3.55M - $3.97M
|
19.1K
$4.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
17.2KNew |
$3.43M - $3.83M
|
17.2K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
16.7K+ 152.0% |
$3.33M - $3.72M
|
27.7K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15.8KNew |
$3.14M - $3.51M
|
15.8K
$3.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.3KNew |
$2.65M - $2.97M
|
13.3K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$2.62M - $2.93M
|
13.2K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
12.6K+ 1704.58% |
$2.52M - $2.82M
|
13.4K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9K+ 2.32% |
$2.18M - $2.43M
|
481K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$2.17M - $2.43M
|
10.9K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.8KNew |
$2.16M - $2.42M
|
10.8K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 2.51% |
$2.15M - $2.4M
|
440K
$94.1M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.8KNew |
$2.14M - $2.39M
|
10.8K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
9.77K+ 65.45% |
$1.95M - $2.17M
|
24.7K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
9.53K+ 17.26% |
$1.9M - $2.12M
|
64.7K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.51K+ 316.92% |
$1.9M - $2.12M
|
12.5K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
9.42KNew |
$1.88M - $2.1M
|
9.42K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.41K+ 38.64% |
$1.87M - $2.1M
|
33.8K
$7.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
8.33K+ 15.68% |
$1.66M - $1.85M
|
61.4K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
8.04K+ 133.14% |
$1.6M - $1.79M
|
14.1K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
7.45K+ 53.68% |
$1.48M - $1.66M
|
21.3K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42K+ 312.59% |
$1.48M - $1.65M
|
9.8K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.25K+ 10.06% |
$1.44M - $1.61M
|
79.4K
$17M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.73KNew |
$1.34M - $1.5M
|
6.73K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.24K+ 1.52% |
$1.24M - $1.39M
|
417K
$89.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.15K+ 17.58% |
$1.23M - $1.37M
|
41.2K
$8.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.14K+ 9.61% |
$1.22M - $1.37M
|
70K
$15M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.81K+ 120175.0% |
$958K - $1.07M
|
4.81K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.76K+ 290.12% |
$948K - $1.06M
|
6.4K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
4.76K+ 926.9% |
$947K - $1.06M
|
5.27K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
4.72KNew |
$941K - $1.05M
|
4.72K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.56KNew |
$908K - $1.01M
|
4.56K
$974K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.27K+ 12.69% |
$850K - $950K
|
37.9K
$8.1M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.1K+ 3.2% |
$816K - $913K
|
132K
$28.3M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.8K+ 80.41% |
$756K - $846K
|
8.52K
$1.82M
|