Purchases and Sales Made in Q4 2022 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
425+ 11.49% |
$52.8K - $60.1K
|
4.13K
$891K
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
387+ 0.07% |
$48.1K - $54.8K
|
533K
$115M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
362New |
$45K - $51.2K
|
362
$78.1K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
344+ 3.65% |
$42.8K - $48.7K
|
9.78K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
322+ 7.24% |
$40K - $45.6K
|
4.77K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
300New |
$37.3K - $42.4K
|
300
$64.8K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
293+ 3.92% |
$36.4K - $41.5K
|
7.77K
$1.68M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
278+ 144.79% |
$34.6K - $39.3K
|
470
$101K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
245+ 6.36% |
$30.5K - $34.7K
|
4.1K
$885K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
212New |
$26.4K - $30K
|
212
$45.8K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 105.26% |
$24.9K - $28.3K
|
390
$84.2K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
200+ 5.62% |
$24.9K - $28.3K
|
3.76K
$812K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
193New |
$24K - $27.3K
|
193
$41.7K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
176New |
$21.9K - $24.9K
|
176
$38K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172New |
$21.4K - $24.3K
|
172
$37.1K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
150+ 1.3% |
$18.6K - $21.2K
|
11.7K
$2.52M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
105+ 1.87% |
$13.1K - $14.9K
|
5.72K
$1.23M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$12.4K - $14.1K
|
100
$21.6K
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
89+ 1.58% |
$11.1K - $12.6K
|
5.71K
$1.23M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
61+ 0.93% |
$7.58K - $8.63K
|
6.63K
$1.43M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
51+ 0.92% |
$6.34K - $7.22K
|
5.58K
$1.2M
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
38+ 2.09% |
$4.72K - $5.38K
|
1.85K
$400K
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
36New |
$4.48K - $5.09K
|
36
$7.77K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 0.68% |
$3.6K - $4.1K
|
4.32K
$933K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
28New |
$3.48K - $3.96K
|
28
$6.04K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
21+ 0.19% |
$2.61K - $2.97K
|
11K
$2.37M
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
21+ 0.93% |
$2.61K - $2.97K
|
2.27K
$491K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
19+ 0.71% |
$2.36K - $2.69K
|
2.71K
$584K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
19+ 0.6% |
$2.36K - $2.69K
|
3.16K
$683K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.8% |
$2.24K - $2.55K
|
2.26K
$489K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
16New |
$1.99K - $2.26K
|
16
$3.45K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 1.71% |
$1.86K - $2.12K
|
893
$193K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
14+ 0.47% |
$1.74K - $1.98K
|
3.02K
$653K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
12+ 0.53% |
$1.49K - $1.7K
|
2.28K
$492K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 11.76% |
$1.24K - $1.41K
|
95
$20.5K
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$994 - $1.13K
|
8
$1.73K
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
7+ 0.22% |
$870 - $990
|
3.16K
$682K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.74% |
$249 - $283
|
274
$59.2K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2+ 0.03% |
$249 - $283
|
5.8K
$1.25M
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 1.67% |
$124 - $141
|
61
$13.2K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.05% |
$124 - $141
|
1.98K
$428K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1+ 0.02% |
$124 - $141
|
6.31K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2- 1.77% |
$249 - $283
|
111
$24K
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-21- 0.82% |
$2.61K - $2.97K
|
2.53K
$545K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-21- 0.33% |
$2.61K - $2.97K
|
6.4K
$1.38M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24- 0.48% |
$2.98K - $3.4K
|
4.93K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-29- 1.19% |
$3.6K - $4.1K
|
2.4K
$519K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.48% |
$3.73K - $4.24K
|
6.28K
$1.36M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-33- 2.84% |
$4.1K - $4.67K
|
1.13K
$244K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-35- 4.98% |
$4.35K - $4.95K
|
668
$144K
|