Purchases and Sales Made in Q3 2023 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.66K+ 82.48% |
$823K - $893K
|
8.1K
$2.9M
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.66KNew |
$823K - $893K
|
3.66K
$1.31M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.54K+ 16.73% |
$796K - $863K
|
24.7K
$8.83M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.47K+ 4.32% |
$780K - $846K
|
83.8K
$30M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.35K+ 18.48% |
$753K - $816K
|
21.5K
$7.67M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.31KNew |
$743K - $806K
|
3.31K
$1.18M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.27KNew |
$735K - $797K
|
3.27K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.18K+ 27.23% |
$716K - $776K
|
14.9K
$5.32M
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.09K+ 41.49% |
$694K - $753K
|
10.5K
$3.76M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.05KNew |
$686K - $744K
|
3.05K
$1.09M
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.78K+ 8.55% |
$625K - $678K
|
35.3K
$12.6M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.78K+ 5.61% |
$625K - $678K
|
52.4K
$18.7M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.77K+ 3.4% |
$623K - $676K
|
84.3K
$30.1M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.71KNew |
$609K - $661K
|
2.71K
$969K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.71K+ 9.57% |
$608K - $659K
|
31K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.67K+ 1.73% |
$601K - $651K
|
157K
$56.1M
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.61K+ 51.92% |
$586K - $635K
|
7.62K
$2.72M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.52K+ 1.53% |
$566K - $614K
|
167K
$59.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.39K+ 1.04% |
$538K - $584K
|
233K
$83.4M
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.35K+ 1.96% |
$528K - $573K
|
122K
$43.7M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.21KNew |
$498K - $540K
|
2.21K
$791K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.18K+ 4.39% |
$490K - $532K
|
51.9K
$18.6M
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.15K+ 59.75% |
$484K - $524K
|
5.75K
$2.06M
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.15K+ 59.75% |
$484K - $524K
|
5.75K
$2.06M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 23.47% |
$471K - $511K
|
11K
$3.94M
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.08K+ 4.21% |
$467K - $506K
|
51.4K
$18.4M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2K+ 2.14% |
$450K - $488K
|
95.5K
$34.1M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.96K+ 5.26% |
$440K - $477K
|
39.1K
$14M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.92K+ 9.19% |
$432K - $468K
|
22.8K
$8.16M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
1.88K+ 12.2% |
$423K - $459K
|
17.3K
$6.19M
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.8KNew |
$405K - $439K
|
1.8K
$644K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.76K+ 2.75% |
$396K - $430K
|
66K
$23.6M
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.71K+ 36.18% |
$384K - $417K
|
6.44K
$2.3M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.69K+ 81.57% |
$380K - $412K
|
3.76K
$1.35M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
1.65KNew |
$371K - $402K
|
1.65K
$589K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.52K+ 17.96% |
$342K - $371K
|
10K
$3.58M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.5KNew |
$337K - $366K
|
1.5K
$537K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.48K+ 2.57% |
$333K - $361K
|
59.1K
$21.1M
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
1.47K+ 14.61% |
$331K - $359K
|
11.6K
$4.13M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.46K+ 3.51% |
$328K - $355K
|
43K
$15.4M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.43K+ 81.07% |
$321K - $348K
|
3.19K
$1.14M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34KNew |
$300K - $326K
|
1.34K
$478K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.33KNew |
$298K - $323K
|
1.33K
$474K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.32K+ 47.32% |
$296K - $321K
|
4.1K
$1.47M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.3K+ 3.31% |
$292K - $317K
|
40.6K
$14.5M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.26K+ 25.51% |
$283K - $307K
|
6.2K
$2.22M
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.26KNew |
$283K - $307K
|
1.26K
$450K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.23K+ 130.05% |
$276K - $300K
|
2.17K
$777K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.23KNew |
$275K - $299K
|
1.23K
$438K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.16K+ 65.93% |
$261K - $283K
|
2.92K
$1.04M
|