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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.09K+ 20.47% |
$246K - $266K
|
6.43K
$2.16M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.05K+ 1.82% |
$237K - $257K
|
59.1K
$19.9M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1KNew |
$225K - $244K
|
1K
$337K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
978New |
$220K - $238K
|
978
$329K
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
942+ 60.19% |
$212K - $230K
|
2.51K
$842K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
939New |
$211K - $229K
|
939
$315K
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
933+ 1.05% |
$210K - $227K
|
89.4K
$30M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
933+ 3.35% |
$210K - $227K
|
28.8K
$9.68M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
924New |
$208K - $225K
|
924
$310K
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
920New |
$207K - $224K
|
920
$309K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
920+ 91.36% |
$207K - $224K
|
1.93K
$647K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
919New |
$207K - $224K
|
919
$309K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
915New |
$206K - $223K
|
915
$307K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
905New |
$203K - $221K
|
905
$304K
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
812+ 7.49% |
$183K - $198K
|
11.6K
$3.91M
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
811+ 0.41% |
$182K - $198K
|
199K
$67M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
802+ 18.5% |
$180K - $196K
|
5.14K
$1.73M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
789+ 11.32% |
$177K - $192K
|
7.76K
$2.61M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
761+ 4.68% |
$171K - $186K
|
17K
$5.72M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
717+ 69.95% |
$161K - $175K
|
1.74K
$585K
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
703+ 44.92% |
$158K - $171K
|
2.27K
$762K
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
696+ 0.35% |
$156K - $170K
|
200K
$67.1M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
690+ 42.54% |
$155K - $168K
|
2.31K
$777K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
685+ 10.92% |
$154K - $167K
|
6.96K
$2.34M
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
680New |
$153K - $166K
|
680
$228K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
631+ 6.56% |
$142K - $154K
|
10.3K
$3.44M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
626New |
$141K - $153K
|
626
$210K
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
539+ 1.66% |
$121K - $131K
|
33.1K
$11.1M
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
526+ 9.49% |
$118K - $128K
|
6.07K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
514+ 50.05% |
$116K - $125K
|
1.54K
$518K
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
489+ 13.59% |
$110K - $119K
|
4.09K
$1.37M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
478New |
$107K - $117K
|
478
$161K
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
465+ 7.23% |
$105K - $113K
|
6.9K
$2.32M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
462+ 4.17% |
$104K - $113K
|
11.5K
$3.87M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
462+ 2.62% |
$104K - $113K
|
18.1K
$6.07M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
455New |
$102K - $111K
|
455
$153K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
451New |
$101K - $110K
|
451
$151K
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
445New |
$100K - $108K
|
445
$149K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
441+ 49.49% |
$99.2K - $108K
|
1.33K
$447K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
384+ 1.44% |
$86.3K - $93.6K
|
27.1K
$9.11M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
375+ 12.3% |
$84.3K - $91.4K
|
3.42K
$1.15M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
365+ 9.42% |
$82.1K - $89K
|
4.24K
$1.42M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
350+ 181.35% |
$78.7K - $85.3K
|
543
$182K
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
343+ 1.33% |
$77.1K - $83.6K
|
26.1K
$8.77M
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
342+ 1.89% |
$76.9K - $83.4K
|
18.5K
$6.2M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
331+ 5.86% |
$74.4K - $80.7K
|
5.98K
$2.01M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
315+ 1.79% |
$70.8K - $76.8K
|
18K
$6.03M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
313+ 35.77% |
$70.4K - $76.3K
|
1.19K
$399K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
299+ 12.19% |
$67.2K - $72.9K
|
2.75K
$924K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
295+ 7.17% |
$66.3K - $71.9K
|
4.41K
$1.48M
|