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 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.4K- 48.21% |
$248K - $278K
|
1.5K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.42K- 49.95% |
$251K - $281K
|
1.42K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.49K- 0.35% |
$265K - $297K
|
424K
$91.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.69K- 1.78% |
$299K - $335K
|
92.9K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.71K- 88.62% |
$302K - $339K
|
219
$47.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-1.73K- 1.0% |
$305K - $343K
|
171K
$37M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
SELL
|
- |
-2K- 26.07% |
$355K - $398K
|
5.68K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.08K- 5.59% |
$368K - $413K
|
35.1K
$7.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.12K- 11.63% |
$376K - $421K
|
16.1K
$3.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 61.93% |
$390K - $437K
|
1.35K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.65K- 15.12% |
$468K - $525K
|
14.8K
$3.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.67K- 29.39% |
$472K - $530K
|
6.41K
$1.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.68K- 26.1% |
$475K - $533K
|
7.6K
$1.64M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.84K- 13.44% |
$503K - $564K
|
18.3K
$3.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.85K- 2.77% |
$504K - $565K
|
100K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.9K- 4.4% |
$513K - $576K
|
63.1K
$13.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.95K- 19.45% |
$523K - $586K
|
12.2K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.45K- 17.93% |
$611K - $685K
|
15.8K
$3.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.76K- 7.21% |
$666K - $747K
|
48.4K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.98K- 3.84% |
$705K - $791K
|
99.6K
$21.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.27K- 5.45% |
$757K - $849K
|
74.2K
$16.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.3K- 15.18% |
$762K - $855K
|
24K
$5.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.58K- 1.19% |
$811K - $910K
|
381K
$82.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-5.25K- 13.8% |
$929K - $1.04M
|
32.8K
$7.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-5.45K- 61.67% |
$964K - $1.08M
|
3.39K
$733K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-6.86K- 71.65% |
$1.22M - $1.36M
|
2.72K
$588K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-6.88K- 9.0% |
$1.22M - $1.37M
|
69.5K
$15.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.91K- 97.35% |
$1.22M - $1.37M
|
188
$40.7K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.1K- 2.48% |
$1.43M - $1.61M
|
319K
$69M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.31K- 4.52% |
$1.47M - $1.65M
|
176K
$38M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-8.79K- 46.96% |
$1.56M - $1.75M
|
9.93K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.38K- 50.07% |
$1.66M - $1.86M
|
9.36K
$2.03M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.55K- 74.93% |
$1.69M - $1.9M
|
3.2K
$692K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-9.62K- 1.93% |
$1.7M - $1.91M
|
490K
$106M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-14.4K- 85.86% |
$2.54M - $2.85M
|
2.37K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 15.78% |
$2.55M - $2.86M
|
76.8K
$16.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 6.18% |
$3.4M - $3.81M
|
291K
$63.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.1K- 4.41% |
$5.15M - $5.77M
|
631K
$137M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.1K- 4.41% |
$5.15M - $5.77M
|
631K
$137M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-84K- 80.49% |
$14.9M - $16.7M
|
20.4K
$4.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-279K- 99.46% |
$49.3M - $55.4M
|
1.5K
$325K
|