Purchases and Sales Made in Q3 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
133KNew |
$20.1M - $21.4M
|
133K
$28.6M
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
82.5K+ 6409.4% |
$12.5M - $13.3M
|
83.8K
$18.1M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
42.6KNew |
$6.45M - $6.9M
|
42.6K
$9.2M
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
40.2KNew |
$6.08M - $6.5M
|
40.2K
$8.67M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
36.7KNew |
$5.55M - $5.93M
|
36.7K
$7.92M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.3K+ 9.47% |
$5.49M - $5.87M
|
419K
$90.5M
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
31.5K+ 25.82% |
$4.77M - $5.1M
|
154K
$33.2M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.2KNew |
$4.27M - $4.57M
|
28.2K
$6.09M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.3KNew |
$2.91M - $3.12M
|
19.3K
$4.16M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
18.1K+ 4.79% |
$2.74M - $2.94M
|
397K
$85.7M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3K+ 5.42% |
$2.46M - $2.63M
|
316K
$68.3M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6KNew |
$1.91M - $2.04M
|
12.6K
$2.72M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
12.4K+ 199.23% |
$1.88M - $2.01M
|
18.7K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 4.47% |
$1.6M - $1.71M
|
247K
$53.2M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 81.69% |
$1.54M - $1.65M
|
22.7K
$4.9M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
8.44KNew |
$1.28M - $1.36M
|
8.44K
$1.82M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.31K+ 63.72% |
$1.26M - $1.34M
|
21.3K
$4.61M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.44K+ 1.77% |
$1.13M - $1.2M
|
427K
$92.3M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.06K+ 21.64% |
$1.07M - $1.14M
|
39.7K
$8.56M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.55K+ 18.46% |
$990K - $1.06M
|
42K
$9.07M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.32K+ 1.55% |
$956K - $1.02M
|
414K
$89.4M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 142.86% |
$908K - $971K
|
10.2K
$2.2M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.58K+ 28.6% |
$843K - $902K
|
25.1K
$5.41M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.12K+ 8.47% |
$775K - $829K
|
65.6K
$14.2M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.22KNew |
$638K - $683K
|
4.22K
$911K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.73K+ 4.67% |
$564K - $603K
|
83.5K
$18M
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.69K+ 10.76% |
$558K - $597K
|
38K
$8.2M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.6K+ 17.26% |
$544K - $582K
|
24.4K
$5.28M
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.29KNew |
$498K - $532K
|
3.29K
$710K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.28KNew |
$496K - $531K
|
3.28K
$708K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.07K+ 29.59% |
$464K - $496K
|
13.4K
$2.9M
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.05K+ 76.72% |
$461K - $493K
|
7.02K
$1.52M
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
3.04K+ 7.09% |
$460K - $492K
|
45.9K
$9.92M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.84K+ 5.23% |
$429K - $459K
|
57.1K
$12.3M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.53K+ 34.13% |
$383K - $409K
|
9.94K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.5K+ 12.53% |
$378K - $405K
|
22.5K
$4.85M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.38KNew |
$359K - $384K
|
2.38K
$513K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.33K+ 35.15% |
$352K - $377K
|
8.95K
$1.93M
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.28K+ 78.84% |
$345K - $369K
|
5.17K
$1.12M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.17KNew |
$328K - $351K
|
2.17K
$468K
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.1K+ 8.52% |
$318K - $340K
|
26.8K
$5.78M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.1K+ 1.69% |
$318K - $340K
|
126K
$27.2M
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2.08K+ 1.15% |
$314K - $336K
|
183K
$39.6M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.84KNew |
$278K - $297K
|
1.84K
$397K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.8K+ 1.64% |
$272K - $291K
|
111K
$24.1M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.72KNew |
$260K - $278K
|
1.72K
$370K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
1.7K+ 6.44% |
$258K - $276K
|
28.2K
$6.08M
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.67KNew |
$252K - $270K
|
1.67K
$360K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.63KNew |
$246K - $263K
|
1.63K
$351K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.59KNew |
$241K - $258K
|
1.59K
$344K
|