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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.28KNew |
$187K - $217K
|
1.28K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.27KNew |
$186K - $216K
|
1.27K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.27KNew |
$186K - $216K
|
1.27K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.26KNew |
$184K - $214K
|
1.26K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.24KNew |
$181K - $210K
|
1.24K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.23KNew |
$180K - $209K
|
1.23K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 29.29% |
$177K - $205K
|
5.32K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 7.67% |
$169K - $196K
|
16.2K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
975+ 7.45% |
$143K - $166K
|
14.1K
$3.04M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
950+ 24.83% |
$139K - $161K
|
4.78K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
819+ 28.58% |
$120K - $139K
|
3.69K
$798K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
710+ 3.13% |
$104K - $121K
|
23.4K
$5.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
659+ 18.83% |
$96.5K - $112K
|
4.16K
$900K
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
658+ 1.64% |
$96.4K - $112K
|
40.7K
$8.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
646+ 46.01% |
$94.6K - $110K
|
2.05K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
620+ 3.58% |
$90.8K - $105K
|
17.9K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
568+ 5.55% |
$83.2K - $96.5K
|
10.8K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
543+ 2.86% |
$79.5K - $92.3K
|
19.5K
$4.23M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
515+ 2.44% |
$75.4K - $87.5K
|
21.7K
$4.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
503+ 3.74% |
$73.7K - $85.5K
|
14K
$3.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
467New |
$68.4K - $79.4K
|
467
$101K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
388+ 1.28% |
$56.8K - $65.9K
|
30.7K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
387+ 21.07% |
$56.7K - $65.8K
|
2.22K
$481K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
387+ 2.07% |
$56.7K - $65.8K
|
19.1K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
374New |
$54.8K - $63.6K
|
374
$81K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
360+ 1.16% |
$52.7K - $61.2K
|
31.5K
$6.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
346+ 0.88% |
$50.7K - $58.8K
|
39.9K
$8.63M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
330New |
$48.3K - $56.1K
|
330
$71.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
326New |
$47.7K - $55.4K
|
326
$70.6K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
302+ 0.4% |
$44.2K - $51.3K
|
76.6K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
280New |
$41K - $47.6K
|
280
$60.6K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
238New |
$34.9K - $40.4K
|
238
$51.5K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
232+ 828.57% |
$34K - $39.4K
|
260
$56.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
204+ 25.37% |
$29.9K - $34.7K
|
1.01K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
196+ 119.51% |
$28.7K - $33.3K
|
360
$77.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
177+ 17.7% |
$25.9K - $30.1K
|
1.18K
$255K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
175New |
$25.6K - $29.7K
|
175
$37.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
170New |
$24.9K - $28.9K
|
170
$36.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
169+ 5.62% |
$24.8K - $28.7K
|
3.18K
$688K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
160+ 9.32% |
$23.4K - $27.2K
|
1.88K
$406K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
145+ 1.83% |
$21.2K - $24.6K
|
8.07K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
139+ 6.82% |
$20.4K - $23.6K
|
2.18K
$471K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
133+ 0.34% |
$19.5K - $22.6K
|
38.8K
$8.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
130+ 6.68% |
$19K - $22.1K
|
2.08K
$449K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
130New |
$19K - $22.1K
|
130
$28.1K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
123+ 3.84% |
$18K - $20.9K
|
3.32K
$719K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
120+ 5.53% |
$17.6K - $20.4K
|
2.29K
$496K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
110+ 6.72% |
$16.1K - $18.7K
|
1.75K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
108+ 4.56% |
$15.8K - $18.4K
|
2.48K
$536K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
93+ 17.1% |
$13.6K - $15.8K
|
637
$138K
|