Purchases and Sales Made in Q4 2021 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.67KNew |
$253K - $282K
|
1.67K
$361K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.48KNew |
$225K - $250K
|
1.48K
$320K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.48KNew |
$225K - $250K
|
1.48K
$320K
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.48KNew |
$225K - $250K
|
1.48K
$320K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.47KNew |
$223K - $249K
|
1.47K
$318K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.45KNew |
$220K - $245K
|
1.45K
$314K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.44KNew |
$218K - $243K
|
1.44K
$311K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.39KNew |
$211K - $235K
|
1.39K
$300K
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1.33KNew |
$201K - $224K
|
1.33K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.32KNew |
$200K - $223K
|
1.32K
$286K
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.3KNew |
$198K - $220K
|
1.3K
$282K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.24KNew |
$189K - $210K
|
1.24K
$269K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.23KNew |
$187K - $209K
|
1.23K
$267K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
1.23KNew |
$186K - $207K
|
1.23K
$265K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.21KNew |
$183K - $204K
|
1.21K
$261K
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.19KNew |
$181K - $201K
|
1.19K
$258K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.14K+ 81.23% |
$173K - $193K
|
2.54K
$550K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.13K+ 10.86% |
$172K - $191K
|
11.5K
$2.5M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 47.56% |
$160K - $178K
|
3.26K
$706K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
993+ 763.85% |
$151K - $168K
|
1.12K
$243K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
964+ 37.05% |
$147K - $163K
|
3.57K
$772K
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
779+ 30.24% |
$118K - $132K
|
3.36K
$726K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
741New |
$113K - $125K
|
741
$160K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
724+ 4.16% |
$110K - $123K
|
18.1K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
674+ 3.23% |
$102K - $114K
|
21.6K
$4.67M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
653+ 3.59% |
$99.3K - $111K
|
18.9K
$4.08M
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
516+ 1.86% |
$78.4K - $87.3K
|
28.2K
$6.11M
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
500+ 0.66% |
$76K - $84.6K
|
75.8K
$16.4M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
500New |
$76K - $84.6K
|
500
$108K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
483+ 0.93% |
$73.4K - $81.7K
|
52.2K
$11.3M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
452+ 6.46% |
$68.7K - $76.5K
|
7.45K
$1.61M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
445+ 0.81% |
$67.6K - $75.3K
|
55.2K
$11.9M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
410+ 6.09% |
$62.3K - $69.4K
|
7.14K
$1.55M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
360New |
$54.7K - $60.9K
|
360
$77.9K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
353+ 1176.67% |
$53.7K - $59.7K
|
383
$82.9K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
339+ 7.89% |
$51.5K - $57.4K
|
4.64K
$1M
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
338+ 1.24% |
$51.4K - $57.2K
|
27.7K
$5.99M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
333+ 17.58% |
$50.6K - $56.4K
|
2.23K
$482K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
332+ 4.64% |
$50.5K - $56.2K
|
7.49K
$1.62M
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
325+ 0.83% |
$49.4K - $55K
|
39.3K
$8.5M
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
300+ 2.48% |
$45.6K - $50.8K
|
12.4K
$2.69M
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
275+ 8.09% |
$41.8K - $46.5K
|
3.68K
$796K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
265+ 0.08% |
$40.3K - $44.8K
|
319K
$69M
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
258New |
$39.2K - $43.7K
|
258
$55.8K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
250New |
$38K - $42.3K
|
250
$54.1K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
245+ 3.75% |
$37.2K - $41.5K
|
6.78K
$1.47M
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
218+ 4.18% |
$33.1K - $36.9K
|
5.43K
$1.18M
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
214+ 2.31% |
$32.5K - $36.2K
|
9.49K
$2.05M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
213New |
$32.4K - $36K
|
213
$46.1K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
209+ 4.37% |
$31.8K - $35.4K
|
4.99K
$1.08M
|