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 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
115+ 3.0% |
$17.4K - $18.6K
|
3.95K
$852K
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
115New |
$17.4K - $18.6K
|
115
$24.8K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
114+ 5.06% |
$17.2K - $18.4K
|
2.37K
$511K
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
113+ 0.22% |
$17.1K - $18.3K
|
51.5K
$11.1M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
100+ 3.62% |
$15.1K - $16.2K
|
2.87K
$619K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
100New |
$15.1K - $16.2K
|
100
$21.6K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
97+ 6.57% |
$14.7K - $15.7K
|
1.57K
$340K
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
86+ 5.33% |
$13K - $13.9K
|
1.7K
$367K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
83+ 2.65% |
$12.6K - $13.4K
|
3.22K
$695K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
66+ 2.18% |
$9.99K - $10.7K
|
3.1K
$669K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
65+ 1.5% |
$9.83K - $10.5K
|
4.39K
$947K
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
62+ 0.29% |
$9.38K - $10K
|
21.3K
$4.61M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
50+ 2.26% |
$7.57K - $8.09K
|
2.26K
$488K
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
49+ 0.78% |
$7.41K - $7.93K
|
6.33K
$1.37M
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
48+ 3.42% |
$7.26K - $7.77K
|
1.45K
$313K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
48+ 0.51% |
$7.26K - $7.77K
|
9.48K
$2.05M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 0.31% |
$6.96K - $7.44K
|
15.1K
$3.26M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 0.31% |
$6.96K - $7.44K
|
15.1K
$3.26M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
45+ 2.66% |
$6.81K - $7.28K
|
1.74K
$375K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40New |
$6.05K - $6.47K
|
40
$8.64K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
36+ 1.58% |
$5.45K - $5.82K
|
2.31K
$499K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
34+ 0.3% |
$5.14K - $5.5K
|
11.2K
$2.42M
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.38% |
$4.54K - $4.85K
|
7.92K
$1.71M
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
24+ 0.36% |
$3.63K - $3.88K
|
6.67K
$1.44M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
20+ 0.49% |
$3.03K - $3.24K
|
4.09K
$883K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 5.09% |
$3.03K - $3.24K
|
413
$89.2K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
12+ 0.33% |
$1.82K - $1.94K
|
3.67K
$792K
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
9+ 0.22% |
$1.36K - $1.46K
|
4.17K
$900K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
8+ 0.54% |
$1.21K - $1.29K
|
1.49K
$322K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.35% |
$1.21K - $1.29K
|
2.29K
$494K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
8+ 0.35% |
$1.21K - $1.29K
|
2.3K
$496K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 0.3% |
$1.21K - $1.29K
|
2.71K
$585K
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.27% |
$908 - $971
|
2.23K
$480K
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.34% |
$908 - $971
|
1.75K
$378K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.44% |
$605 - $647
|
903
$195K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.09% |
$454 - $485
|
3.5K
$755K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.14% |
$303 - $324
|
1.4K
$303K
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.11% |
$303 - $324
|
1.86K
$401K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
2+ 0.14% |
$303 - $324
|
1.48K
$319K
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.07% |
$303 - $324
|
2.88K
$622K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.03% |
$151 - $162
|
3.84K
$830K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.03% |
$151 - $162
|
3.43K
$741K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 5.26% |
$151 - $162
|
20
$4.32K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.04% |
$151 - $162
|
2.83K
$611K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.13% |
$303 - $324
|
1.52K
$328K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5- 0.25% |
$757 - $809
|
1.96K
$423K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5- 0.02% |
$757 - $809
|
24.3K
$5.25M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.11% |
$908 - $971
|
5.41K
$1.17M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10- 0.39% |
$1.51K - $1.62K
|
2.56K
$553K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-15- 0.18% |
$2.27K - $2.43K
|
8.14K
$1.76M
|