Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
933KNew |
$157M - $191M
|
933K
$326M
|
|
|
Jun 16, 2023
Q1 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
461KNew |
$77.7M - $94.2M
|
461K
$161M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
211K+ 12.54% |
$35.6M - $43.2M
|
1.89M
$661M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
206K+ 5.67% |
$34.7M - $42M
|
3.83M
$1.34B
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
135K+ 2372.45% |
$22.8M - $27.6M
|
141K
$49.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
109K+ 1873.86% |
$18.3M - $22.2M
|
114K
$39.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
99.1K+ 1.55% |
$16.7M - $20.3M
|
6.5M
$2.27B
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
91.1K+ 272.27% |
$15.4M - $18.6M
|
125K
$43.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
73.9K+ 21.87% |
$12.5M - $15.1M
|
412K
$144M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
63.5K+ 4458.57% |
$10.7M - $13M
|
64.9K
$22.7M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.6K+ 20.39% |
$9.72M - $11.8M
|
340K
$119M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
50.2KNew |
$8.47M - $10.3M
|
50.2K
$17.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
46.4KNew |
$7.82M - $9.48M
|
46.4K
$16.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
43.5K+ 118.8% |
$7.33M - $8.89M
|
80K
$27.9M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
38.3K+ 24.46% |
$6.46M - $7.83M
|
195K
$68M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
37.8K+ 24.15% |
$6.38M - $7.73M
|
194K
$67.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
33.3KNew |
$5.62M - $6.81M
|
33.3K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
30.9K+ 748.51% |
$5.21M - $6.32M
|
35K
$12.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
30.3K+ 240.72% |
$5.12M - $6.2M
|
42.9K
$15M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
29.6K+ 31.94% |
$4.99M - $6.05M
|
122K
$42.6M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
26.9K+ 9.6% |
$4.54M - $5.51M
|
307K
$107M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
25.8K+ 125.26% |
$4.35M - $5.27M
|
46.4K
$16.2M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
24.8K+ 25.14% |
$4.18M - $5.07M
|
123K
$43M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
24.6K+ 3.3% |
$4.15M - $5.03M
|
770K
$269M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
22.3KNew |
$3.76M - $4.56M
|
22.3K
$7.78M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.1K+ 339.19% |
$3.74M - $4.53M
|
28.7K
$10M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.4K+ 25.58% |
$3.28M - $3.97M
|
95.4K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
18.1K+ 41.96% |
$3.06M - $3.71M
|
61.3K
$21.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.1K+ 14.61% |
$3.05M - $3.7M
|
142K
$49.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
16.2K+ 50.8% |
$2.73M - $3.31M
|
48.1K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 173.44% |
$2.72M - $3.29M
|
25.4K
$8.86M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
15.3K+ 23.5% |
$2.59M - $3.14M
|
80.6K
$28.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8K+ 24.63% |
$2.5M - $3.03M
|
75.1K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.1KNew |
$2.38M - $2.88M
|
14.1K
$4.92M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14.1KNew |
$2.37M - $2.87M
|
14.1K
$4.91M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
14KNew |
$2.36M - $2.86M
|
14K
$4.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
13.8KNew |
$2.33M - $2.83M
|
13.8K
$4.83M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.8K+ 329.93% |
$2.16M - $2.62M
|
16.7K
$5.83M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.8KNew |
$1.99M - $2.41M
|
11.8K
$4.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.6K+ 10.29% |
$1.96M - $2.38M
|
125K
$43.5M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.5KNew |
$1.94M - $2.36M
|
11.5K
$4.02M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$1.93M - $2.34M
|
11.5K
$4M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.9K+ 9.3% |
$1.83M - $2.22M
|
128K
$44.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
10.1K+ 33.72% |
$1.71M - $2.07M
|
40.2K
$14M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
9.36KNew |
$1.58M - $1.91M
|
9.36K
$3.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
8.18KNew |
$1.38M - $1.67M
|
8.18K
$2.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.66K+ 22.28% |
$1.29M - $1.57M
|
42.1K
$14.7M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.21K+ 29.4% |
$1.22M - $1.47M
|
31.7K
$11.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.97KNew |
$1.18M - $1.42M
|
6.97K
$2.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
5.59KNew |
$943K - $1.14M
|
5.59K
$1.95M
|