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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
92New |
$13.5K - $15.6K
|
92
$19.9K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
90+ 1.66% |
$13.2K - $15.3K
|
5.5K
$1.19M
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
84+ 4.29% |
$12.3K - $14.3K
|
2.04K
$442K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
76New |
$11.1K - $12.9K
|
76
$16.5K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
70New |
$10.3K - $11.9K
|
70
$15.2K
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
69New |
$10.1K - $11.7K
|
69
$14.9K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
65+ 4.25% |
$9.52K - $11K
|
1.6K
$345K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
63+ 3.6% |
$9.23K - $10.7K
|
1.81K
$392K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
62+ 0.65% |
$9.08K - $10.5K
|
9.54K
$2.07M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
54+ 5.98% |
$7.91K - $9.18K
|
957
$207K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53New |
$7.76K - $9.01K
|
53
$11.5K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
47+ 1.47% |
$6.88K - $7.99K
|
3.24K
$702K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
43New |
$6.3K - $7.31K
|
43
$9.31K
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 1.59% |
$5.86K - $6.8K
|
2.55K
$552K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
34+ 12.32% |
$4.98K - $5.78K
|
310
$67.1K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
27+ 1.14% |
$3.95K - $4.59K
|
2.4K
$520K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
25+ 0.37% |
$3.66K - $4.25K
|
6.7K
$1.45M
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
25+ 0.4% |
$3.66K - $4.25K
|
6.34K
$1.37M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23New |
$3.37K - $3.91K
|
23
$4.98K
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.4% |
$3.37K - $3.91K
|
5.78K
$1.25M
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
16+ 0.28% |
$2.34K - $2.72K
|
5.69K
$1.23M
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
16+ 0.28% |
$2.34K - $2.72K
|
5.69K
$1.23M
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13+ 0.35% |
$1.9K - $2.21K
|
3.68K
$797K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
12+ 0.04% |
$1.76K - $2.04K
|
28.2K
$6.1M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
11+ 0.49% |
$1.61K - $1.87K
|
2.27K
$492K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
10+ 0.44% |
$1.46K - $1.7K
|
2.31K
$499K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.21% |
$1.46K - $1.7K
|
4.73K
$1.02M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10New |
$1.46K - $1.7K
|
10
$2.16K
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.08% |
$1.17K - $1.36K
|
9.68K
$2.1M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.35% |
$1.17K - $1.36K
|
2.29K
$497K
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7+ 0.41% |
$1.03K - $1.19K
|
1.71K
$369K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6+ 0.26% |
$879 - $1.02K
|
2.32K
$502K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
6+ 0.19% |
$879 - $1.02K
|
3.11K
$672K
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
6+ 0.41% |
$879 - $1.02K
|
1.46K
$315K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5+ 0.27% |
$732 - $850
|
1.88K
$406K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.37% |
$732 - $850
|
1.34K
$290K
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.11% |
$293 - $340
|
1.86K
$403K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.06% |
$293 - $340
|
3.43K
$743K
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.07% |
$293 - $340
|
2.88K
$624K
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.13% |
$293 - $340
|
1.58K
$341K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.29% |
$146 - $170
|
342
$74K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.21% |
$146 - $170
|
481
$104K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.01% |
$146 - $170
|
19K
$4.12M
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 0.11% |
$439 - $510
|
2.71K
$586K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5- 1.46% |
$732 - $850
|
337
$72.9K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-10- 0.04% |
$1.46K - $1.7K
|
26.5K
$5.74M
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-12- 0.14% |
$1.76K - $2.04K
|
8.42K
$1.82M
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-16- 0.38% |
$2.34K - $2.72K
|
4.15K
$899K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.18% |
$2.64K - $3.06K
|
9.86K
$2.13M
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-23- 1.54% |
$3.37K - $3.91K
|
1.47K
$318K
|