Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 2024. 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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
135New |
$27.6K - $29.7K
|
135
$29.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
115New |
$23.5K - $25.3K
|
115
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
115+ 0.52% |
$23.5K - $25.3K
|
22.4K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
109+ 11.03% |
$22.3K - $24K
|
1.1K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
108+ 2.55% |
$22.1K - $23.8K
|
4.35K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
103+ 4.29% |
$21K - $22.7K
|
2.51K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
83+ 0.81% |
$16.9K - $18.3K
|
10.4K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
83New |
$16.9K - $18.3K
|
83
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
82+ 3.65% |
$16.7K - $18.1K
|
2.33K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
77+ 0.41% |
$15.7K - $17K
|
18.9K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
75+ 7.51% |
$15.3K - $16.5K
|
1.07K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
74+ 2.6% |
$15.1K - $16.3K
|
2.92K
$648K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64+ 6.63% |
$13.1K - $14.1K
|
1.03K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
42+ 0.35% |
$8.58K - $9.25K
|
12.1K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42+ 3.64% |
$8.58K - $9.25K
|
1.2K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
35+ 1.51% |
$7.15K - $7.71K
|
2.35K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
31New |
$6.33K - $6.83K
|
31
$6.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
29+ 0.09% |
$5.92K - $6.39K
|
31.7K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
28+ 0.14% |
$5.72K - $6.17K
|
20.7K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
26+ 0.48% |
$5.31K - $5.72K
|
5.46K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
24New |
$4.9K - $5.28K
|
24
$5.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 766.67% |
$4.7K - $5.06K
|
26
$5.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
19+ 1.26% |
$3.88K - $4.18K
|
1.52K
$338K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 36.0% |
$3.68K - $3.96K
|
68
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
18+ 1.66% |
$3.68K - $3.96K
|
1.1K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 1.25% |
$3.68K - $3.96K
|
1.46K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16+ 1.02% |
$3.27K - $3.52K
|
1.59K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
15+ 1.45% |
$3.06K - $3.3K
|
1.05K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 1.03% |
$2.86K - $3.08K
|
1.37K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13+ 0.95% |
$2.65K - $2.86K
|
1.38K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10+ 0.07% |
$2.04K - $2.2K
|
14.5K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10+ 0.28% |
$2.04K - $2.2K
|
3.56K
$789K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.27% |
$2.04K - $2.2K
|
3.72K
$825K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.04K - $2.2K
|
10
$2.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.84K - $1.98K
|
9
$2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.12% |
$1.43K - $1.54K
|
5.62K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 25.0% |
$1.43K - $1.54K
|
35
$7.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.12% |
$1.43K - $1.54K
|
5.62K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
6+ 0.41% |
$1.23K - $1.32K
|
1.48K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.26% |
$1.23K - $1.32K
|
2.32K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5New |
$1.02K - $1.1K
|
5
$1.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5+ 0.18% |
$1.02K - $1.1K
|
2.85K
$631K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5+ 0.3% |
$1.02K - $1.1K
|
1.65K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.04% |
$1.02K - $1.1K
|
13.9K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5+ 0.29% |
$1.02K - $1.1K
|
1.73K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4+ 0.17% |
$817 - $881
|
2.39K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.02% |
$613 - $661
|
13.2K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.23% |
$613 - $661
|
1.29K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3+ 0.1% |
$613 - $661
|
2.89K
$641K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3+ 0.24% |
$613 - $661
|
1.27K
$282K
|