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 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-76- 43.18% |
$17.1K - $18.5K
|
100
$33.6K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-79- 1.7% |
$17.8K - $19.3K
|
4.57K
$1.54M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-79- 0.81% |
$17.8K - $19.3K
|
9.67K
$3.25M
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-80- 40.0% |
$18K - $19.5K
|
120
$40.3K
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-83- 0.55% |
$18.7K - $20.2K
|
14.9K
$5M
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-83- 4.32% |
$18.7K - $20.2K
|
1.84K
$617K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-85- 1.52% |
$19.1K - $20.7K
|
5.5K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-86- 2.84% |
$19.3K - $21K
|
2.95K
$990K
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-87- 4.97% |
$19.6K - $21.2K
|
1.66K
$558K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-90- 3.23% |
$20.2K - $21.9K
|
2.7K
$905K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-91- 37.92% |
$20.5K - $22.2K
|
149
$50K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 6.81% |
$22.5K - $24.4K
|
1.37K
$459K
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 2.48% |
$22.5K - $24.4K
|
3.94K
$1.32M
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-108- 4.08% |
$24.3K - $26.3K
|
2.54K
$852K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-109- 6.59% |
$24.5K - $26.6K
|
1.55K
$519K
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-120- 4.8% |
$27K - $29.3K
|
2.38K
$799K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-125- 3.09% |
$28.1K - $30.5K
|
3.92K
$1.32M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-131- 8.7% |
$29.5K - $31.9K
|
1.38K
$462K
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
SELL
|
- |
-139- 1.89% |
$31.3K - $33.9K
|
7.21K
$2.42M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-139- 18.71% |
$31.3K - $33.9K
|
604
$203K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-140- 35.0% |
$31.5K - $34.1K
|
260
$87.3K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-148- 1.39% |
$33.3K - $36.1K
|
10.5K
$3.52M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-155- 7.22% |
$34.9K - $37.8K
|
1.99K
$669K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-155- 2.38% |
$34.9K - $37.8K
|
6.35K
$2.13M
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-157- 3.67% |
$35.3K - $38.3K
|
4.12K
$1.38M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-158- 39.7% |
$35.5K - $38.5K
|
240
$80.6K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-165- 0.87% |
$37.1K - $40.2K
|
18.9K
$6.35M
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-166- 15.36% |
$37.3K - $40.5K
|
915
$307K
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-167- 0.93% |
$37.5K - $40.7K
|
17.9K
$6.01M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-170- 1.52% |
$38.2K - $41.4K
|
11K
$3.7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-174- 10.57% |
$39.1K - $42.4K
|
1.47K
$494K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-174- 5.76% |
$39.1K - $42.4K
|
2.85K
$957K
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-175- 0.66% |
$39.3K - $42.7K
|
26.4K
$8.88M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 28.89% |
$40.5K - $43.9K
|
443
$149K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-192- 2.01% |
$43.2K - $46.8K
|
9.38K
$3.15M
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-193- 10.13% |
$43.4K - $47K
|
1.71K
$575K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-200- 14.13% |
$45K - $48.8K
|
1.22K
$408K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-201- 1.93% |
$45.2K - $49K
|
10.2K
$3.44M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-205- 5.76% |
$46.1K - $50K
|
3.36K
$1.13M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-212- 6.04% |
$47.7K - $51.7K
|
3.3K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-215- 1.05% |
$48.3K - $52.4K
|
20.3K
$6.81M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-229- 88.76% |
$51.5K - $55.8K
|
29
$9.74K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-234- 2.89% |
$52.6K - $57K
|
7.86K
$2.64M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-238- 0.18% |
$53.5K - $58K
|
131K
$43.9M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-239- 2.33% |
$53.7K - $58.3K
|
10K
$3.37M
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-247- 0.5% |
$55.5K - $60.2K
|
49K
$16.5M
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-262- 5.94% |
$58.9K - $63.9K
|
4.15K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-264- 1.98% |
$59.4K - $64.4K
|
13.1K
$4.4M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-272- 2.75% |
$61.2K - $66.3K
|
9.62K
$3.23M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-278- 3.12% |
$62.5K - $67.8K
|
8.65K
$2.9M
|