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 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
50New |
$15.4K - $17.9K
|
50
$17.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
50+ 2.04% |
$15.4K - $17.9K
|
2.51K
$863K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
50+ 37.04% |
$15.4K - $17.9K
|
185
$63.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
50New |
$15.4K - $17.9K
|
50
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
49+ 6.43% |
$15.1K - $17.5K
|
811
$279K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
48New |
$14.8K - $17.2K
|
48
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48+ 0.82% |
$14.8K - $17.2K
|
5.91K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
47New |
$14.4K - $16.8K
|
47
$16.2K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
46+ 0.69% |
$14.1K - $16.4K
|
6.7K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45New |
$13.8K - $16.1K
|
45
$15.5K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
39+ 2.85% |
$12K - $13.9K
|
1.41K
$485K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
39+ 1.47% |
$12K - $13.9K
|
2.7K
$929K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
35+ 1.1% |
$10.8K - $12.5K
|
3.23K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
35+ 17.86% |
$10.8K - $12.5K
|
231
$79.6K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
35+ 2.86% |
$10.8K - $12.5K
|
1.26K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 120.0% |
$9.22K - $10.7K
|
55
$18.9K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
30+ 3.87% |
$9.22K - $10.7K
|
806
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
29+ 5.98% |
$8.92K - $10.4K
|
514
$177K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
29+ 0.12% |
$8.92K - $10.4K
|
25.1K
$8.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
29+ 4.57% |
$8.92K - $10.4K
|
664
$229K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
28+ 14.74% |
$8.61K - $10K
|
218
$75.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
26+ 2.43% |
$7.99K - $9.29K
|
1.09K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
25+ 2.78% |
$7.69K - $8.94K
|
923
$318K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
22New |
$6.76K - $7.86K
|
22
$7.58K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
20New |
$6.15K - $7.15K
|
20
$6.89K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
18+ 1.89% |
$5.53K - $6.43K
|
969
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
16+ 2.55% |
$4.92K - $5.72K
|
644
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 1.75% |
$4.92K - $5.72K
|
931
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15+ 0.3% |
$4.61K - $5.36K
|
5.06K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14+ 1.04% |
$4.3K - $5K
|
1.36K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11+ 0.19% |
$3.38K - $3.93K
|
5.73K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11New |
$3.38K - $3.93K
|
11
$3.79K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 1.11% |
$2.77K - $3.22K
|
822
$283K
|
|
|
May 15, 2025
Q1 2025
|
Fortune 45 LLC
|
BUY
|
- |
8+ 0.11% |
$2.46K - $2.86K
|
7.14K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.55% |
$2.46K - $2.86K
|
1.45K
$500K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$2.46K - $2.86K
|
8
$2.76K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.09% |
$2.15K - $2.5K
|
7.54K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7+ 0.19% |
$2.15K - $2.5K
|
3.62K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6+ 0.08% |
$1.84K - $2.14K
|
7.12K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6+ 0.72% |
$1.84K - $2.14K
|
840
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
6+ 0.12% |
$1.84K - $2.14K
|
5.08K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
5+ 0.37% |
$1.54K - $1.79K
|
1.37K
$472K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
5+ 0.1% |
$1.54K - $1.79K
|
4.94K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.12% |
$1.54K - $1.79K
|
4.2K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5New |
$1.54K - $1.79K
|
5
$1.72K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
4+ 0.39% |
$1.23K - $1.43K
|
1.02K
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3+ 100.0% |
$922 - $1.07K
|
6
$2.07K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3+ 0.09% |
$922 - $1.07K
|
3.49K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.15% |
$615 - $715
|
1.33K
$458K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2+ 0.09% |
$615 - $715
|
2.11K
$728K
|