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 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
121+ 8.31% |
$20.4K - $24.7K
|
1.58K
$551K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
116+ 1.27% |
$19.6K - $23.7K
|
9.26K
$3.23M
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
114+ 37.87% |
$19.2K - $23.3K
|
415
$145K
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
100+ 2.86% |
$16.9K - $20.5K
|
3.6K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97+ 0.75% |
$16.4K - $19.8K
|
12.9K
$4.52M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94+ 0.04% |
$15.9K - $19.2K
|
216K
$75.3M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
93+ 0.6% |
$15.7K - $19K
|
15.6K
$5.43M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
89+ 0.87% |
$15K - $18.2K
|
10.3K
$3.6M
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
80+ 8.34% |
$13.5K - $16.4K
|
1.04K
$363K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
78+ 3.0% |
$13.2K - $16K
|
2.68K
$935K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
75+ 131.58% |
$12.7K - $15.3K
|
132
$46.1K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
71New |
$12K - $14.5K
|
71
$24.8K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
70+ 1.74% |
$11.8K - $14.3K
|
4.09K
$1.43M
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
68+ 1.83% |
$11.5K - $13.9K
|
3.79K
$1.32M
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 14.32% |
$11K - $13.3K
|
519
$181K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
62New |
$10.5K - $12.7K
|
62
$21.6K
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
61+ 0.34% |
$10.3K - $12.5K
|
18K
$6.3M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$10.1K - $12.3K
|
60
$20.9K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
58+ 2.71% |
$9.78K - $11.9K
|
2.2K
$768K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
55+ 3.11% |
$9.28K - $11.2K
|
1.82K
$636K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
50+ 26.88% |
$8.44K - $10.2K
|
236
$82.4K
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
44+ 3.46% |
$7.42K - $9K
|
1.32K
$459K
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
41+ 1.11% |
$6.92K - $8.38K
|
3.73K
$1.3M
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
40New |
$6.75K - $8.18K
|
40
$14K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
39New |
$6.58K - $7.98K
|
39
$13.6K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30+ 1.25% |
$5.06K - $6.14K
|
2.43K
$847K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
26+ 0.37% |
$4.39K - $5.32K
|
6.98K
$2.44M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21+ 0.1% |
$3.54K - $4.29K
|
21.8K
$7.62M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20+ 1.0% |
$3.37K - $4.09K
|
2.01K
$703K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
19New |
$3.21K - $3.89K
|
19
$6.63K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.71% |
$2.36K - $2.86K
|
2K
$696K
|
|
May 15, 2023
Q1 2023
|
Carroll Investors, Inc
|
BUY
|
- |
14+ 0.78% |
$2.36K - $2.86K
|
1.81K
$630K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10+ 0.52% |
$1.69K - $2.05K
|
1.95K
$681K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 2.83% |
$1.52K - $1.84K
|
327
$114K
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
8+ 0.16% |
$1.35K - $1.64K
|
4.97K
$1.73M
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.14% |
$1.01K - $1.23K
|
4.22K
$1.47M
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5+ 0.14% |
$844 - $1.02K
|
3.59K
$1.25M
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3+ 0.12% |
$506 - $614
|
2.5K
$872K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3+ 0.17% |
$506 - $614
|
1.76K
$614K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.17% |
$337 - $409
|
1.17K
$407K
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2+ 0.13% |
$337 - $409
|
1.56K
$544K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$169 - $205
|
859
$300K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1+ 0.05% |
$169 - $205
|
2.13K
$742K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1New |
$169 - $205
|
1
$349
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.08% |
$169 - $205
|
1.18K
$413K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$169 - $205
|
1.16K
$405K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6- 0.45% |
$1.01K - $1.23K
|
1.32K
$461K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7- 0.43% |
$1.18K - $1.43K
|
1.63K
$568K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8- 0.53% |
$1.35K - $1.64K
|
1.51K
$528K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$1.35K - $1.64K
|
1.65K
$576K
|