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 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-913- 33.69% |
$200K - $238K
|
1.8K
$639K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-925- 2.45% |
$203K - $241K
|
36.8K
$13.1M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-954- 8.65% |
$209K - $249K
|
10.1K
$3.58M
|
|
Feb 07, 2024
Q4 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-964- 39.35% |
$211K - $251K
|
1.49K
$528K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.12K- 21.81% |
$245K - $292K
|
4.02K
$1.43M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.13K- 2.88% |
$246K - $293K
|
38K
$13.5M
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.14K- 20.56% |
$249K - $297K
|
4.4K
$1.56M
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 9.48% |
$257K - $306K
|
11.2K
$3.99M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.18K- 4.09% |
$258K - $307K
|
27.6K
$9.83M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.22K- 2.17% |
$267K - $318K
|
54.8K
$19.5M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 27.13% |
$284K - $338K
|
3.49K
$1.24M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.41K- 2.7% |
$309K - $368K
|
51K
$18.1M
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.42K- 5.46% |
$310K - $369K
|
24.5K
$8.73M
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.46K- 9.8% |
$319K - $380K
|
13.4K
$4.77M
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.5K- 1.69% |
$328K - $390K
|
87K
$31M
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.54K- 23.9% |
$337K - $401K
|
4.9K
$1.74M
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 4.88% |
$356K - $423K
|
31.6K
$11.3M
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.64K- 1.53% |
$360K - $428K
|
106K
$37.5M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.66K- 44.02% |
$363K - $432K
|
2.11K
$749K
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-1.69K- 2.4% |
$371K - $441K
|
68.8K
$24.5M
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.77K- 21.87% |
$387K - $461K
|
6.32K
$2.25M
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.86K- 67.8% |
$407K - $484K
|
883
$314K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.97K- 3.52% |
$432K - $514K
|
54.1K
$19.2M
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.06K- 50.09% |
$450K - $535K
|
2.05K
$728K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-2.14K- 5.79% |
$469K - $558K
|
34.9K
$12.4M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.44K- 5.96% |
$534K - $636K
|
38.5K
$13.7M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.46K- 2.98% |
$538K - $640K
|
80K
$28.5M
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.5K- 6.16% |
$547K - $651K
|
38.1K
$13.5M
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.55K- 5.58% |
$557K - $663K
|
43.1K
$15.3M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.59K- 13.93% |
$567K - $675K
|
16K
$5.69M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.65K- 1.32% |
$580K - $691K
|
199K
$70.7M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.65K- 32.73% |
$581K - $691K
|
5.45K
$1.94M
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.75K- 43.52% |
$603K - $717K
|
3.57K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.77K- 35.31% |
$606K - $721K
|
5.07K
$1.8M
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.25K- 3.51% |
$712K - $847K
|
89.4K
$31.8M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.74K- 1.44% |
$819K - $975K
|
255K
$90.9M
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.94K- 14.57% |
$862K - $1.03M
|
23.1K
$8.21M
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.05K- 75.44% |
$887K - $1.06M
|
1.32K
$469K
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.12K- 9.64% |
$902K - $1.07M
|
38.6K
$13.7M
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.17K- 7.19% |
$913K - $1.09M
|
53.8K
$19.1M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.19K- 64.6% |
$917K - $1.09M
|
2.3K
$816K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.3K- 31.11% |
$941K - $1.12M
|
9.52K
$3.39M
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.31K- 12.57% |
$944K - $1.12M
|
30K
$10.7M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-4.47K- 18.3% |
$979K - $1.17M
|
20K
$7.1M
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-4.54K- 5.7% |
$994K - $1.18M
|
75.1K
$26.7M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6K- 1.46% |
$1.31M - $1.56M
|
406K
$144M
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-6.05K- 5.17% |
$1.32M - $1.57M
|
111K
$39.5M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6.79K- 10.78% |
$1.49M - $1.77M
|
56.2K
$20M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.92K- 3.86% |
$1.52M - $1.8M
|
172K
$61.3M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.01K- 0.86% |
$1.53M - $1.83M
|
812K
$289M
|