Purchases and Sales Made in Q1 2024 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q1 2024. 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 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.09KNew |
$274K - $316K
|
1.09K
$381K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 2.54% |
$274K - $315K
|
44K
$15.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.06KNew |
$267K - $307K
|
1.06K
$370K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.03K+ 8.98% |
$260K - $299K
|
12.5K
$4.38M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.01K+ 265.26% |
$253K - $292K
|
1.39K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
954+ 6.58% |
$240K - $276K
|
15.5K
$5.39M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
954+ 8.04% |
$240K - $276K
|
12.8K
$4.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
933New |
$235K - $270K
|
933
$326K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
926+ 69.42% |
$233K - $268K
|
2.26K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
921New |
$232K - $267K
|
921
$322K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
908New |
$228K - $263K
|
908
$317K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
904New |
$227K - $262K
|
904
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
893+ 1.51% |
$225K - $258K
|
60.1K
$21M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
872+ 7.14% |
$219K - $252K
|
13.1K
$4.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
868New |
$218K - $251K
|
868
$303K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
864New |
$217K - $250K
|
864
$302K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
864+ 1.03% |
$217K - $250K
|
84.4K
$29.5M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
861+ 3.67% |
$217K - $249K
|
24.3K
$8.49M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
846+ 21.58% |
$213K - $245K
|
4.77K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
BUY
|
- |
841New |
$211K - $243K
|
841
$294K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
818New |
$206K - $237K
|
818
$286K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
813+ 0.81% |
$204K - $235K
|
101K
$35.4M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
811New |
$204K - $235K
|
811
$283K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
804+ 10.37% |
$202K - $233K
|
8.56K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
791+ 26.51% |
$199K - $229K
|
3.78K
$1.32M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
790New |
$199K - $229K
|
790
$276K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
788New |
$198K - $228K
|
788
$275K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
786+ 9.75% |
$198K - $227K
|
8.85K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
769New |
$193K - $223K
|
769
$268K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
762New |
$192K - $221K
|
762
$266K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
762+ 172.01% |
$192K - $221K
|
1.21K
$421K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
758New |
$191K - $219K
|
758
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
755New |
$190K - $219K
|
755
$264K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
748New |
$188K - $217K
|
748
$261K
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
746+ 0.55% |
$188K - $216K
|
136K
$47.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
741New |
$186K - $214K
|
741
$259K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
735+ 51.01% |
$185K - $213K
|
2.18K
$760K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
731New |
$184K - $212K
|
731
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
730New |
$184K - $211K
|
730
$255K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
721New |
$181K - $209K
|
721
$252K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
717New |
$180K - $208K
|
717
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
714New |
$180K - $207K
|
714
$249K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
713+ 12.99% |
$179K - $206K
|
6.2K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
700New |
$176K - $203K
|
700
$244K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
688+ 2023.53% |
$173K - $199K
|
722
$252K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
678+ 82.48% |
$171K - $196K
|
1.5K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
664+ 2.64% |
$167K - $192K
|
25.9K
$9.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
649+ 6.27% |
$163K - $188K
|
11K
$3.84M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
634New |
$159K - $184K
|
634
$221K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
621New |
$156K - $180K
|
621
$217K
|