Purchases and Sales Made in Q2 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88+ 0.14% |
$15.6K - $17.5K
|
62.6K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80+ 2.88% |
$14.2K - $15.9K
|
2.86K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 4.35% |
$14.2K - $15.9K
|
1.92K
$416K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
80+ 1.92% |
$14.2K - $15.9K
|
4.24K
$918K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
79+ 15.22% |
$14K - $15.7K
|
598
$129K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
74+ 0.4% |
$13.1K - $14.7K
|
18.5K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
73+ 0.8% |
$12.9K - $14.5K
|
9.16K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
65+ 18.26% |
$11.5K - $12.9K
|
421
$91.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
43+ 1.13% |
$7.61K - $8.54K
|
3.83K
$830K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
42New |
$7.44K - $8.34K
|
42
$9.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
38New |
$6.73K - $7.55K
|
38
$8.23K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38+ 1.44% |
$6.73K - $7.55K
|
2.68K
$579K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
30+ 2.06% |
$5.31K - $5.96K
|
1.49K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 1.03% |
$5.31K - $5.96K
|
2.96K
$640K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.78% |
$4.43K - $4.97K
|
3.22K
$697K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
20New |
$3.54K - $3.97K
|
20
$4.33K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16+ 1.45% |
$2.83K - $3.18K
|
1.12K
$243K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$2.66K - $2.98K
|
15
$3.25K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
13+ 0.58% |
$2.3K - $2.58K
|
2.27K
$492K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.85% |
$2.12K - $2.38K
|
1.43K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
10+ 0.52% |
$1.77K - $1.99K
|
1.94K
$419K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.24% |
$1.42K - $1.59K
|
3.32K
$719K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6+ 0.33% |
$1.06K - $1.19K
|
1.8K
$389K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.29% |
$1.06K - $1.19K
|
2.06K
$446K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.27% |
$885 - $993
|
1.87K
$404K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5+ 0.29% |
$885 - $993
|
1.72K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
4+ 0.28% |
$708 - $794
|
1.43K
$310K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.03% |
$177 - $199
|
2.86K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$177 - $199
|
1.46K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2- 0.11% |
$354 - $397
|
1.84K
$397K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 0.08% |
$354 - $397
|
2.58K
$558K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2- 4.76% |
$354 - $397
|
40
$8.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 9.09% |
$531 - $596
|
30
$6.49K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-7- 0.12% |
$1.24K - $1.39K
|
5.6K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-7- 0.12% |
$1.24K - $1.39K
|
5.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-8- 0.07% |
$1.42K - $1.59K
|
11.5K
$2.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-11- 0.11% |
$1.95K - $2.18K
|
9.65K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 0.69% |
$2.83K - $3.18K
|
2.31K
$501K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-18- 81.82% |
$3.19K - $3.58K
|
4
$866
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20- 33.33% |
$3.54K - $3.97K
|
40
$8.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20- 0.71% |
$3.54K - $3.97K
|
2.81K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-20- 86.96% |
$3.54K - $3.97K
|
3
$649
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22- 3.81% |
$3.9K - $4.37K
|
555
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-23- 0.92% |
$4.07K - $4.57K
|
2.47K
$535K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-25- 1.53% |
$4.43K - $4.97K
|
1.61K
$348K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-27- 0.17% |
$4.78K - $5.36K
|
15.6K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-32- 0.26% |
$5.67K - $6.36K
|
12.1K
$2.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-39- 0.47% |
$6.91K - $7.75K
|
8.19K
$1.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-55- 0.96% |
$9.74K - $10.9K
|
5.7K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-60- 3.31% |
$10.6K - $11.9K
|
1.76K
$380K
|