Purchases and Sales Made in Q2 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.25KNew |
$319K - $353K
|
2.25K
$498K
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 9.31% |
$298K - $329K
|
24.7K
$5.45M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.86KNew |
$264K - $292K
|
1.86K
$412K
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.81K+ 4.4% |
$256K - $283K
|
42.9K
$9.49M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.61KNew |
$228K - $252K
|
1.61K
$356K
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
1.4KNew |
$199K - $219K
|
1.4K
$310K
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$189K - $209K
|
1.34K
$295K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$189K - $208K
|
1.33K
$294K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.32KNew |
$187K - $207K
|
1.32K
$292K
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.3KNew |
$184K - $204K
|
1.3K
$288K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.3K+ 11.31% |
$184K - $203K
|
12.7K
$2.82M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$183K - $202K
|
1.29K
$286K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$182K - $201K
|
1.29K
$285K
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.29KNew |
$182K - $201K
|
1.29K
$284K
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.14K+ 3.0% |
$162K - $179K
|
39.2K
$8.67M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 11.76% |
$153K - $169K
|
10.3K
$2.27M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1K+ 71.73% |
$142K - $157K
|
2.4K
$531K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
983+ 8.15% |
$139K - $154K
|
13K
$2.88M
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
979+ 2.64% |
$139K - $153K
|
38K
$8.41M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
974+ 157.35% |
$138K - $152K
|
1.59K
$352K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
972+ 5.37% |
$138K - $152K
|
19.1K
$4.22M
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
908+ 8.54% |
$129K - $142K
|
11.5K
$2.55M
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
901+ 3.44% |
$128K - $141K
|
27.1K
$5.99M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
707+ 7.36% |
$100K - $111K
|
10.3K
$2.28M
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
693+ 3.57% |
$98.3K - $108K
|
20.1K
$4.45M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
675+ 1.02% |
$95.7K - $106K
|
66.7K
$14.7M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
564+ 266.04% |
$80K - $88.3K
|
776
$172K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
513New |
$72.7K - $80.3K
|
513
$113K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
513+ 45.64% |
$72.7K - $80.3K
|
1.64K
$362K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
438+ 7.83% |
$62.1K - $68.5K
|
6.03K
$1.33M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
437+ 28.56% |
$62K - $68.4K
|
1.97K
$435K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
383+ 8.79% |
$54.3K - $59.9K
|
4.74K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
377+ 9.55% |
$53.5K - $59K
|
4.32K
$956K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
353+ 4.68% |
$50.1K - $55.2K
|
7.89K
$1.75M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
324+ 13.16% |
$45.9K - $50.7K
|
2.79K
$616K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
313+ 3.67% |
$44.4K - $49K
|
8.85K
$1.96M
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
307+ 18.53% |
$43.5K - $48K
|
1.96K
$434K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
290+ 17.06% |
$41.1K - $45.4K
|
1.99K
$440K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
279+ 465.0% |
$39.6K - $43.7K
|
339
$75K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
267+ 9.34% |
$37.9K - $41.8K
|
3.13K
$691K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
250+ 0.48% |
$35.5K - $39.1K
|
52K
$11.5M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
248+ 3.28% |
$35.2K - $38.8K
|
7.81K
$1.73M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
230+ 92.0% |
$32.6K - $36K
|
480
$106K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
201New |
$28.5K - $31.5K
|
201
$44.5K
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
196+ 9.5% |
$27.8K - $30.7K
|
2.26K
$500K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
195New |
$27.7K - $30.5K
|
195
$43.1K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
191+ 1.74% |
$27.1K - $29.9K
|
11.2K
$2.47M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
178+ 0.35% |
$25.2K - $27.9K
|
51.4K
$11.4M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
173+ 1.16% |
$24.5K - $27.1K
|
15K
$3.33M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
173+ 1.16% |
$24.5K - $27.1K
|
15K
$3.33M
|