Purchases and Sales Made in Q2 2023 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
76+ 3.26% |
$15.2K - $17.9K
|
2.4K
$806K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
76+ 4.76% |
$15.2K - $17.9K
|
1.67K
$562K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
76+ 76.0% |
$15.2K - $17.9K
|
176
$59K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
70New |
$14K - $16.5K
|
70
$23.5K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 28.39% |
$13.4K - $15.8K
|
303
$102K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
67+ 2.51% |
$13.4K - $15.8K
|
2.74K
$919K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 28.39% |
$13.4K - $15.8K
|
303
$102K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
59+ 0.11% |
$11.8K - $13.9K
|
54.6K
$18.3M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
56New |
$11.2K - $13.2K
|
56
$18.8K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
54+ 2.71% |
$10.8K - $12.7K
|
2.05K
$687K
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
52New |
$10.4K - $12.2K
|
52
$17.4K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
50+ 1.91% |
$9.99K - $11.8K
|
2.67K
$896K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
49+ 4.48% |
$9.79K - $11.5K
|
1.14K
$383K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49+ 1.04% |
$9.79K - $11.5K
|
4.78K
$1.6M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
49+ 13.5% |
$9.79K - $11.5K
|
412
$138K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
45New |
$8.99K - $10.6K
|
45
$15.1K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
41+ 1.05% |
$8.19K - $9.65K
|
3.94K
$1.32M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 4.19% |
$7.99K - $9.41K
|
994
$333K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40New |
$7.99K - $9.41K
|
40
$13.4K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
37+ 3.31% |
$7.39K - $8.71K
|
1.15K
$387K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35+ 1.79% |
$6.99K - $8.24K
|
1.99K
$666K
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
34+ 0.83% |
$6.79K - $8K
|
4.13K
$1.39M
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
30+ 0.12% |
$5.99K - $7.06K
|
24.9K
$8.35M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
25+ 1.56% |
$5K - $5.88K
|
1.63K
$547K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25+ 1.03% |
$5K - $5.88K
|
2.45K
$822K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23+ 0.66% |
$4.6K - $5.41K
|
3.5K
$1.17M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 4.32% |
$4.4K - $5.18K
|
531
$178K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$4K - $4.71K
|
20
$6.71K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$3.8K - $4.47K
|
19
$6.37K
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
18New |
$3.6K - $4.24K
|
18
$6.04K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.1% |
$3.6K - $4.24K
|
18.1K
$6.08M
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16New |
$3.2K - $3.77K
|
16
$5.37K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
8+ 4.79% |
$1.6K - $1.88K
|
175
$58.7K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
8+ 0.66% |
$1.6K - $1.88K
|
1.23K
$411K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.38% |
$1.2K - $1.41K
|
1.58K
$531K
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5+ 0.03% |
$999 - $1.18K
|
18K
$6.05M
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.1% |
$999 - $1.18K
|
4.97K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.12% |
$999 - $1.18K
|
4.23K
$1.42M
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5+ 10.64% |
$999 - $1.18K
|
52
$17.4K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4+ 0.27% |
$799 - $941
|
1.46K
$491K
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.11% |
$799 - $941
|
3.6K
$1.21M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$599 - $706
|
3
$1.01K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3+ 0.12% |
$599 - $706
|
2.5K
$839K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.11% |
$400 - $471
|
1.91K
$639K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2+ 0.18% |
$400 - $471
|
1.1K
$370K
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2+ 0.13% |
$400 - $471
|
1.56K
$523K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.11% |
$400 - $471
|
1.76K
$591K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.19% |
$400 - $471
|
1.04K
$349K
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$400 - $471
|
10.5K
$3.52M
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.12% |
$200 - $235
|
860
$288K
|