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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
646New |
$109K - $132K
|
646
$227K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
640New |
$108K - $131K
|
640
$224K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
624+ 3.44% |
$105K - $128K
|
18.8K
$6.58M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
601+ 1.04% |
$101K - $123K
|
58.7K
$20.6M
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
595New |
$100K - $122K
|
595
$209K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
576New |
$97.2K - $118K
|
576
$202K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
560New |
$94.5K - $115K
|
560
$196K
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
555+ 4.05% |
$93.6K - $114K
|
14.3K
$5M
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
553+ 26.08% |
$93.3K - $113K
|
2.67K
$938K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
550+ 9.15% |
$92.8K - $112K
|
6.56K
$2.3M
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
546+ 1.01% |
$92.1K - $112K
|
54.8K
$19.2M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
502+ 4.43% |
$84.7K - $103K
|
11.8K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
465+ 30.51% |
$78.4K - $95.1K
|
1.99K
$698K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
447+ 16.83% |
$75.4K - $91.4K
|
3.1K
$1.09M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
398New |
$67.1K - $81.4K
|
398
$140K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
377+ 5.26% |
$63.6K - $77.1K
|
7.54K
$2.64M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
375+ 26.21% |
$63.3K - $76.7K
|
1.81K
$633K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
363New |
$61.2K - $74.2K
|
363
$127K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
350+ 0.93% |
$59K - $71.6K
|
37.8K
$13.3M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
346+ 0.38% |
$58.4K - $70.8K
|
90.4K
$31.7M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
338+ 13.42% |
$57K - $69.1K
|
2.86K
$1M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
316New |
$53.3K - $64.6K
|
316
$111K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
308+ 86.27% |
$52K - $63K
|
665
$233K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
300+ 36.41% |
$50.6K - $61.4K
|
1.12K
$394K
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
296+ 18.91% |
$49.9K - $60.5K
|
1.86K
$653K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
290+ 0.58% |
$48.9K - $59.3K
|
50.2K
$17.6M
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
280+ 1.96% |
$47.2K - $57.3K
|
14.6K
$5.11M
|
|
Apr 18, 2023
Q1 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
270+ 0.29% |
$45.5K - $55.2K
|
94K
$33M
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
262New |
$44.2K - $53.6K
|
262
$91.9K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
259New |
$43.7K - $53K
|
259
$90.8K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
259+ 9.57% |
$43.7K - $53K
|
2.96K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
238+ 10.37% |
$40.2K - $48.7K
|
2.53K
$889K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
226+ 223.76% |
$38.1K - $46.2K
|
327
$115K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
220+ 7.67% |
$37.1K - $45K
|
3.09K
$1.08M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
212+ 13.74% |
$35.8K - $43.4K
|
1.76K
$616K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
211+ 0.39% |
$35.6K - $43.2K
|
54.6K
$19.1M
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
200New |
$33.7K - $40.9K
|
200
$70.1K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
199+ 1.87% |
$33.6K - $40.7K
|
10.8K
$3.79M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
194+ 4.08% |
$32.7K - $39.7K
|
4.95K
$1.73M
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
190+ 9.5% |
$32.1K - $38.9K
|
2.19K
$768K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
177+ 3.15% |
$29.9K - $36.2K
|
5.8K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
173New |
$29.2K - $35.4K
|
173
$60.7K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172New |
$29K - $35.2K
|
172
$60.3K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
169+ 8.17% |
$28.5K - $34.6K
|
2.24K
$785K
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
167+ 1.58% |
$28.2K - $34.2K
|
10.7K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
154+ 0.82% |
$26K - $31.5K
|
18.9K
$6.62M
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
150New |
$25.3K - $30.7K
|
150
$52.6K
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
145+ 0.39% |
$24.5K - $29.7K
|
37.1K
$13M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
129+ 27.22% |
$21.8K - $26.4K
|
603
$211K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
128+ 2.0% |
$21.6K - $26.2K
|
6.53K
$2.29M
|