Purchases and Sales Made in Q4 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 43.11% |
$31.9M - $37M
|
723K
$156M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
179K+ 731.78% |
$26.2M - $30.4M
|
203K
$43.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
97.6K+ 63.55% |
$14.3M - $16.6M
|
251K
$54.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.2K+ 14.62% |
$13.5M - $15.7M
|
723K
$156M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
88.9KNew |
$13M - $15.1M
|
88.9K
$19.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
81.5K+ 33.04% |
$11.9M - $13.8M
|
328K
$70.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.6K+ 18.8% |
$11.7M - $13.5M
|
503K
$109M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
76.8KNew |
$11.2M - $13M
|
76.8K
$16.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
66.9KNew |
$9.8M - $11.4M
|
66.9K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61.1KNew |
$8.94M - $10.4M
|
61.1K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
59.2K+ 14.3% |
$8.67M - $10.1M
|
473K
$102M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
56KNew |
$8.2M - $9.52M
|
56K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
51.1KNew |
$7.48M - $8.68M
|
51.1K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.5KNew |
$5.93M - $6.88M
|
40.5K
$8.74M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
30.8KNew |
$4.5M - $5.23M
|
30.8K
$6.64M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.3K+ 72.17% |
$4.44M - $5.15M
|
72.3K
$15.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.7KNew |
$4.35M - $5.05M
|
29.7K
$6.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 7.65% |
$4.24M - $4.92M
|
407K
$87.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
27.5K+ 59.95% |
$4.03M - $4.68M
|
73.5K
$15.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26.8KNew |
$3.93M - $4.56M
|
26.8K
$5.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
25.5KNew |
$3.73M - $4.33M
|
25.5K
$5.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
24.7KNew |
$3.62M - $4.2M
|
24.7K
$5.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
23.1K+ 92.06% |
$3.38M - $3.92M
|
48.2K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5K+ 91.28% |
$3M - $3.48M
|
43K
$9.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.8K+ 13.84% |
$2.75M - $3.19M
|
154K
$33.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.3K+ 22.99% |
$2.68M - $3.1M
|
97.7K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18K+ 11.49% |
$2.63M - $3.05M
|
174K
$37.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
16.3KNew |
$2.39M - $2.77M
|
16.3K
$3.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
14.5KNew |
$2.13M - $2.47M
|
14.5K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
13.9K+ 100.0% |
$2.04M - $2.37M
|
27.9K
$6.02M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.8KNew |
$2.03M - $2.35M
|
13.8K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.7K+ 4.32% |
$2M - $2.32M
|
330K
$71.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.4K+ 85.35% |
$1.96M - $2.28M
|
29.1K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.6K+ 60.0% |
$1.69M - $1.96M
|
30.8K
$6.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.6KNew |
$1.56M - $1.81M
|
10.6K
$2.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3K+ 2.4% |
$1.51M - $1.75M
|
438K
$94.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 2.41% |
$1.48M - $1.72M
|
429K
$92.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10K+ 371.99% |
$1.47M - $1.7M
|
12.7K
$2.75M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
9.48KNew |
$1.39M - $1.61M
|
9.48K
$2.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
9.29KNew |
$1.36M - $1.58M
|
9.29K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.17KNew |
$1.34M - $1.56M
|
9.17K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5K+ 83.33% |
$1.24M - $1.44M
|
18.7K
$4.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.39K+ 29.73% |
$1.23M - $1.43M
|
36.6K
$7.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.38K+ 22.06% |
$1.23M - $1.42M
|
46.4K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.34K+ 23.17% |
$1.22M - $1.42M
|
44.3K
$9.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.93K+ 128.08% |
$1.16M - $1.35M
|
14.1K
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.99K+ 17.63% |
$1.02M - $1.19M
|
46.7K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.88KNew |
$1.01M - $1.17M
|
6.88K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
6.73KNew |
$985K - $1.14M
|
6.73K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.43KNew |
$941K - $1.09M
|
6.43K
$1.39M
|