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 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.07KNew |
$888K - $1.03M
|
6.07K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.82K+ 3.34% |
$853K - $989K
|
180K
$39M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
5.56KNew |
$814K - $945K
|
5.56K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.14K+ 26.69% |
$753K - $873K
|
24.4K
$5.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
5.05K+ 50.84% |
$739K - $858K
|
15K
$3.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.01K+ 6.55% |
$734K - $852K
|
81.6K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.94K+ 3.76% |
$724K - $840K
|
137K
$29.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.58K+ 43.16% |
$670K - $777K
|
15.2K
$3.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.38K+ 20.52% |
$642K - $744K
|
25.7K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.2KNew |
$615K - $714K
|
4.2K
$909K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.74K+ 7.42% |
$547K - $635K
|
54.1K
$11.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
3.53KNew |
$518K - $600K
|
3.53K
$765K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3.31K+ 12.37% |
$485K - $562K
|
30.1K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.27K+ 13.93% |
$479K - $556K
|
26.8K
$5.79M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.26KNew |
$477K - $554K
|
3.26K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.22K+ 98.17% |
$472K - $547K
|
6.5K
$1.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.84K+ 31.73% |
$416K - $482K
|
11.8K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.75K+ 41.72% |
$403K - $468K
|
9.35K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.57KNew |
$376K - $436K
|
2.57K
$555K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.47K+ 1.35% |
$362K - $420K
|
185K
$40.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.38K+ 5.93% |
$349K - $405K
|
42.5K
$9.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.37KNew |
$347K - $403K
|
2.37K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 23.72% |
$344K - $399K
|
12.2K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.31KNew |
$339K - $393K
|
2.31K
$501K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.23KNew |
$327K - $379K
|
2.23K
$483K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.05K+ 0.52% |
$300K - $348K
|
399K
$86.4M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.05KNew |
$300K - $348K
|
2.05K
$443K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 0.64% |
$294K - $341K
|
314K
$67.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$293K - $340K
|
2K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.97KNew |
$288K - $334K
|
1.97K
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.96K+ 2.99% |
$288K - $334K
|
67.5K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.87KNew |
$274K - $318K
|
1.87K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.74K+ 12.09% |
$255K - $296K
|
16.1K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$251K - $291K
|
1.71K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.67K+ 111.28% |
$244K - $283K
|
3.17K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.66KNew |
$243K - $282K
|
1.66K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1.63KNew |
$239K - $278K
|
1.63K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.56K+ 2.74% |
$229K - $266K
|
58.7K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.56K+ 2.83% |
$228K - $265K
|
56.6K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.52KNew |
$223K - $258K
|
1.52K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44KNew |
$211K - $245K
|
1.44K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.44K+ 8.9% |
$211K - $245K
|
17.6K
$3.82M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1.42KNew |
$208K - $241K
|
1.42K
$308K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.36K+ 103.33% |
$200K - $232K
|
2.68K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 0.38% |
$199K - $231K
|
359K
$77.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.33KNew |
$194K - $225K
|
1.33K
$287K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$193K - $224K
|
1.32K
$285K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.3K+ 18.53% |
$191K - $221K
|
8.32K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.3KNew |
$191K - $221K
|
1.3K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
1.3KNew |
$190K - $221K
|
1.3K
$281K
|