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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
46+ 0.46% |
$9.16K - $10.2K
|
10.1K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45+ 1.93% |
$8.96K - $10K
|
2.38K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
43+ 29.25% |
$8.57K - $9.58K
|
190
$40.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
36+ 0.52% |
$7.17K - $8.02K
|
6.97K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35+ 0.07% |
$6.97K - $7.79K
|
48.4K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
33+ 0.4% |
$6.57K - $7.35K
|
8.28K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 123.08% |
$6.37K - $7.13K
|
58
$12.4K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
31+ 1.19% |
$6.18K - $6.9K
|
2.65K
$565K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 1.18% |
$5.98K - $6.68K
|
2.57K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
29+ 1.1% |
$5.78K - $6.46K
|
2.65K
$567K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
23+ 0.27% |
$4.58K - $5.12K
|
8.59K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 65.71% |
$4.58K - $5.12K
|
58
$12.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 255.56% |
$4.58K - $5.12K
|
32
$6.84K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19+ 1.08% |
$3.78K - $4.23K
|
1.77K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.58% |
$3.39K - $3.79K
|
2.93K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.3% |
$3.39K - $3.79K
|
5.62K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
15+ 0.12% |
$2.99K - $3.34K
|
12.2K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13+ 0.29% |
$2.59K - $2.89K
|
4.43K
$947K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10+ 0.28% |
$1.99K - $2.23K
|
3.57K
$763K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
8+ 0.4% |
$1.59K - $1.78K
|
2.01K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8+ 0.27% |
$1.59K - $1.78K
|
2.92K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.26% |
$1.2K - $1.34K
|
2.33K
$497K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.27% |
$1.2K - $1.34K
|
2.25K
$480K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.28% |
$996 - $1.11K
|
1.76K
$376K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5+ 0.21% |
$996 - $1.11K
|
2.39K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.14% |
$996 - $1.11K
|
3.48K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.48% |
$996 - $1.11K
|
1.04K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.19% |
$797 - $891
|
2.12K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.31% |
$797 - $891
|
1.3K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4+ 0.31% |
$797 - $891
|
1.28K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$598 - $668
|
1.11K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$598 - $668
|
15.6K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$598 - $668
|
1.35K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
3+ 0.2% |
$598 - $668
|
1.53K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.29% |
$598 - $668
|
1.02K
$219K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2+ 0.1% |
$398 - $445
|
2.06K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2+ 0.13% |
$398 - $445
|
1.58K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.17% |
$398 - $445
|
1.2K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.05% |
$398 - $445
|
4.35K
$931K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.13% |
$199 - $223
|
784
$168K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1+ 0.06% |
$199 - $223
|
1.73K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$199 - $223
|
2.6K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1+ 0.02% |
$199 - $223
|
4.76K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.08% |
$199 - $223
|
1.21K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.36% |
$199 - $223
|
282
$60.3K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.47% |
$199 - $223
|
212
$45.3K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.23% |
$199 - $223
|
427
$91.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.04% |
$199 - $223
|
2.85K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$199 - $223
|
4.43K
$947K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4- 0.22% |
$797 - $891
|
1.79K
$383K
|