Purchases and Sales Made in Q4 2023 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
315KNew |
$69.1M - $82.2M
|
315K
$112M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
249K+ 3.75% |
$54.5M - $64.8M
|
6.89M
$2.44B
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
166K+ 10.63% |
$36.3M - $43.2M
|
1.73M
$611M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
137KNew |
$30M - $35.7M
|
137K
$48.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
117KNew |
$25.5M - $30.4M
|
117K
$41.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 15.17% |
$24.5M - $29.2M
|
850K
$301M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
108K+ 111.78% |
$23.6M - $28.1M
|
204K
$72.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
104KNew |
$22.8M - $27.1M
|
104K
$36.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
83.8KNew |
$18.3M - $21.8M
|
83.8K
$29.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
77KNew |
$16.9M - $20.1M
|
77K
$27.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
75.3K+ 83.72% |
$16.5M - $19.6M
|
165K
$58.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
69.4K+ 629.85% |
$15.2M - $18.1M
|
80.4K
$28.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
65.4K+ 25.6% |
$14.3M - $17M
|
321K
$114M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
62.2K+ 44.45% |
$13.6M - $16.2M
|
202K
$71.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
58.6K+ 344.24% |
$12.8M - $15.3M
|
75.6K
$26.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.7KNew |
$12.2M - $14.5M
|
55.7K
$19.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49.3K+ 1021.69% |
$10.8M - $12.8M
|
54.1K
$19.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
44.6KNew |
$9.77M - $11.6M
|
44.6K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44.6K+ 9.78% |
$9.76M - $11.6M
|
500K
$177M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.7K+ 232.3% |
$9.57M - $11.4M
|
62.5K
$22.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.3K+ 48.92% |
$9.03M - $10.7M
|
126K
$44.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
37.4KNew |
$8.19M - $9.75M
|
37.4K
$13.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
35.1KNew |
$7.69M - $9.15M
|
35.1K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33K+ 3512.67% |
$7.22M - $8.59M
|
33.9K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
31.7K+ 1440.91% |
$6.94M - $8.26M
|
33.9K
$12M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.3KNew |
$6.86M - $8.16M
|
31.3K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
30.7K+ 31.9% |
$6.72M - $8M
|
127K
$45M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
25.8K+ 139.56% |
$5.65M - $6.72M
|
44.3K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
25.2KNew |
$5.52M - $6.56M
|
25.2K
$8.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
24.9KNew |
$5.44M - $6.48M
|
24.9K
$8.81M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
24KNew |
$5.26M - $6.26M
|
24K
$8.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
23K+ 586.08% |
$5.03M - $5.99M
|
26.9K
$9.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
19.3K+ 9.12% |
$4.23M - $5.03M
|
231K
$81.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7K+ 82.39% |
$3.87M - $4.6M
|
39.1K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16.4K+ 34.02% |
$3.6M - $4.28M
|
64.7K
$22.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
15.7K+ 3.69% |
$3.44M - $4.09M
|
442K
$156M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 11.48% |
$3.44M - $4.09M
|
152K
$54M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.4K+ 22.79% |
$3.37M - $4.02M
|
83K
$29.4M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
15KNew |
$3.28M - $3.91M
|
15K
$5.31M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 24.63% |
$3.27M - $3.89M
|
75.6K
$26.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
14.5KNew |
$3.17M - $3.78M
|
14.5K
$5.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 13.56% |
$3.13M - $3.72M
|
120K
$42.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
14K+ 1227.22% |
$3.06M - $3.64M
|
15.1K
$5.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
13.4KNew |
$2.93M - $3.49M
|
13.4K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13.1K+ 3.91% |
$2.87M - $3.41M
|
348K
$123M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13K+ 188.17% |
$2.84M - $3.38M
|
19.9K
$7.04M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
12.5KNew |
$2.73M - $3.25M
|
12.5K
$4.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
12.4KNew |
$2.7M - $3.22M
|
12.4K
$4.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 55790.91% |
$2.69M - $3.2M
|
12.3K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 22.56% |
$2.42M - $2.87M
|
59.9K
$21.2M
|