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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.74K- 4.04% |
$546K - $611K
|
65.2K
$13.9M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.83K- 56.9% |
$565K - $631K
|
2.15K
$459K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.9K- 87.36% |
$578K - $646K
|
420
$89.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.91K- 0.95% |
$580K - $649K
|
304K
$65.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.04K- 6.67% |
$605K - $677K
|
42.5K
$9.09M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.37K- 46.6% |
$672K - $751K
|
3.87K
$826K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.59K- 56.72% |
$715K - $799K
|
2.74K
$585K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.04K- 5.01% |
$805K - $900K
|
76.7K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.08K- 2.57% |
$812K - $908K
|
154K
$33M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.17K- 7.91% |
$831K - $929K
|
48.6K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-4.98K- 14.69% |
$991K - $1.11M
|
28.9K
$6.18M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.4K- 58.06% |
$1.08M - $1.2M
|
3.9K
$834K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.56K- 13.6% |
$1.11M - $1.24M
|
35.3K
$7.55M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.04K- 2.8% |
$1.2M - $1.34M
|
210K
$44.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.74K- 12.13% |
$1.54M - $1.72M
|
56.1K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.57K- 18.92% |
$1.71M - $1.91M
|
36.7K
$7.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-9.27K- 57.57% |
$1.85M - $2.06M
|
6.83K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9.34K- 4.17% |
$1.86M - $2.08M
|
215K
$45.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11K- 39.37% |
$2.19M - $2.45M
|
16.9K
$3.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.9K- 68.09% |
$2.77M - $3.1M
|
6.52K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.3K- 10.2% |
$3.24M - $3.63M
|
143K
$30.6M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-16.4K- 59.8% |
$3.26M - $3.64M
|
11K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-20.8K- 10.68% |
$4.14M - $4.63M
|
174K
$37.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-21.3K- 46.76% |
$4.24M - $4.74M
|
24.2K
$5.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.5K- 1.59% |
$5.08M - $5.67M
|
1.58M
$338M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-26.9K- 18.13% |
$5.37M - $6M
|
122K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29.5K- 12.8% |
$5.87M - $6.56M
|
201K
$42.9M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-36.8K- 6.86% |
$7.33M - $8.19M
|
500K
$107M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-47.6K- 86.86% |
$9.48M - $10.6M
|
7.2K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-48.3K- 21.1% |
$9.61M - $10.7M
|
180K
$38.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76.3K- 89.07% |
$15.2M - $17M
|
9.37K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-78.3K- 14.81% |
$15.6M - $17.4M
|
450K
$96.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-82.1K- 12.81% |
$16.4M - $18.3M
|
559K
$119M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-83.8K- 20.59% |
$16.7M - $18.7M
|
323K
$69.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-209KClosed |
$41.6M - $46.5M
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-450K- 94.39% |
$89.5M - $100M
|
26.7K
$5.71M
|