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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-469- 27.64% |
$68.7K - $79.7K
|
1.23K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-475- 8.75% |
$69.6K - $80.7K
|
4.96K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-495- 0.66% |
$72.5K - $84.1K
|
74.5K
$16.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-499- 1.14% |
$73.1K - $84.8K
|
43.4K
$9.38M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-514- 29.35% |
$75.3K - $87.3K
|
1.24K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-535- 53.66% |
$78.4K - $90.9K
|
462
$100K
|
|
|
Jan 23, 2024
Q4 2023
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-554- 2.62% |
$81.1K - $94.1K
|
20.6K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-562- 12.81% |
$82.3K - $95.5K
|
3.83K
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-578- 0.26% |
$84.7K - $98.2K
|
224K
$48.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-668- 54.89% |
$97.8K - $114K
|
549
$119K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-714- 1.39% |
$105K - $121K
|
50.8K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-856- 9.9% |
$125K - $145K
|
7.79K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.07K- 8.38% |
$157K - $182K
|
11.7K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.09K- 1.12% |
$160K - $185K
|
96.7K
$20.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15K- 1.46% |
$168K - $195K
|
77.4K
$16.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.19K- 29.05% |
$174K - $202K
|
2.9K
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.23K- 4.73% |
$180K - $209K
|
24.8K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.25K- 2.65% |
$183K - $213K
|
45.9K
$9.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.48K- 9.07% |
$216K - $251K
|
14.8K
$3.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.49K- 19.13% |
$218K - $253K
|
6.29K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.59K- 39.67% |
$233K - $270K
|
2.42K
$523K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.63K- 8.62% |
$238K - $276K
|
17.2K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.71K- 1.7% |
$250K - $291K
|
98.7K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 8.04% |
$258K - $299K
|
20.1K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2K- 1.91% |
$293K - $340K
|
103K
$22.3M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.13K- 20.65% |
$311K - $361K
|
8.17K
$1.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.18K- 9.53% |
$320K - $371K
|
20.7K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.49K- 2.98% |
$365K - $423K
|
81K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.87K- 48.28% |
$420K - $488K
|
3.07K
$665K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3K- 88.89% |
$439K - $510K
|
375
$81.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.17K- 1.73% |
$464K - $538K
|
180K
$39M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.27K- 4.93% |
$479K - $555K
|
63.1K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-3.78K- 12.24% |
$554K - $643K
|
27.1K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.94K- 4.44% |
$724K - $840K
|
106K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-5.05K- 13.76% |
$739K - $858K
|
31.6K
$6.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-7.85K- 1.5% |
$1.15M - $1.33M
|
517K
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-8.08K- 26.6% |
$1.18M - $1.37M
|
22.3K
$4.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-8.61K- 51.83% |
$1.26M - $1.46M
|
8K
$1.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-10.8K- 2.49% |
$1.58M - $1.83M
|
422K
$91.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15.5K- 6.97% |
$2.27M - $2.63M
|
207K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.7K- 2.27% |
$5.08M - $5.89M
|
1.49M
$323M
|