Purchases and Sales Made in Q1 2025 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q1 2025. 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, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.6K+ 47.04% |
$492K - $572K
|
5K
$1.72M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.58K+ 37.88% |
$486K - $566K
|
5.76K
$1.98M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.57K+ 77.51% |
$483K - $562K
|
3.6K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.56KNew |
$480K - $558K
|
1.56K
$537K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.54K+ 72.1% |
$474K - $552K
|
3.68K
$1.27M
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.54KNew |
$473K - $549K
|
1.54K
$529K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.5KNew |
$462K - $537K
|
1.5K
$517K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.48K+ 1.4% |
$456K - $530K
|
107K
$37M
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.44KNew |
$444K - $516K
|
1.44K
$497K
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.4KNew |
$431K - $501K
|
1.4K
$483K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.4K+ 63.69% |
$430K - $500K
|
3.6K
$1.24M
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.33K+ 3.11% |
$407K - $474K
|
43.9K
$15.1M
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.28K+ 4.95% |
$392K - $456K
|
27.1K
$9.32M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.26K+ 25.61% |
$387K - $450K
|
6.17K
$2.13M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.24K+ 16.19% |
$380K - $441K
|
8.86K
$3.05M
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.19KNew |
$365K - $424K
|
1.19K
$409K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.18K+ 3.05% |
$362K - $421K
|
39.9K
$13.7M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.14KNew |
$350K - $406K
|
1.14K
$392K
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$348K - $404K
|
1.13K
$390K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.13KNew |
$347K - $403K
|
1.13K
$389K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.09KNew |
$334K - $388K
|
1.09K
$374K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.07K+ 238.7% |
$328K - $381K
|
1.51K
$522K
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.05K+ 64.28% |
$322K - $375K
|
2.68K
$924K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.05KNew |
$322K - $374K
|
1.05K
$361K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.04KNew |
$319K - $371K
|
1.04K
$358K
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
996+ 38.46% |
$306K - $356K
|
3.59K
$1.24M
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
992New |
$305K - $355K
|
992
$342K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
980+ 71.07% |
$301K - $350K
|
2.36K
$813K
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
980New |
$301K - $350K
|
980
$338K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
975+ 11.88% |
$300K - $349K
|
9.19K
$3.16M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
969+ 0.53% |
$298K - $346K
|
185K
$63.6M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
939+ 52.84% |
$289K - $336K
|
2.72K
$936K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
936New |
$288K - $335K
|
936
$322K
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
929+ 66.31% |
$286K - $332K
|
2.33K
$803K
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
900+ 0.76% |
$277K - $322K
|
120K
$41.3M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
896+ 12.08% |
$275K - $320K
|
8.31K
$2.86M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
875+ 12.48% |
$269K - $313K
|
7.89K
$2.72M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
844+ 6.71% |
$259K - $302K
|
13.4K
$4.62M
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
826New |
$254K - $295K
|
826
$285K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
826+ 14.45% |
$254K - $295K
|
6.54K
$2.25M
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
816New |
$251K - $292K
|
816
$281K
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
802+ 8.68% |
$247K - $287K
|
10K
$3.46M
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
800New |
$246K - $286K
|
800
$276K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
790New |
$243K - $282K
|
790
$272K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
785New |
$241K - $281K
|
785
$270K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
775+ 84.51% |
$238K - $277K
|
1.69K
$583K
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
770New |
$237K - $275K
|
770
$265K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
762+ 10.09% |
$234K - $272K
|
8.31K
$2.86M
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
750+ 65.33% |
$231K - $268K
|
1.9K
$654K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
740New |
$227K - $265K
|
740
$255K
|