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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
10K+ 609.04% |
$2.2M - $2.62M
|
11.7K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.74K+ 13.19% |
$2.13M - $2.54M
|
83.6K
$29.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.68K+ 64.54% |
$1.9M - $2.26M
|
22.1K
$7.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
8.06KNew |
$1.77M - $2.1M
|
8.06K
$2.87M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.95KNew |
$1.74M - $2.07M
|
7.95K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.91K+ 48.75% |
$1.73M - $2.06M
|
24.1K
$8.58M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.75K+ 99.92% |
$1.7M - $2.02M
|
15.5K
$5.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.72K+ 28.44% |
$1.69M - $2.01M
|
34.9K
$12.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.2KNew |
$1.58M - $1.88M
|
7.2K
$2.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6.6KNew |
$1.45M - $1.72M
|
6.6K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.48K+ 457.95% |
$1.42M - $1.69M
|
7.9K
$2.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
5.91KNew |
$1.29M - $1.54M
|
5.91K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.91K+ 15.97% |
$1.29M - $1.54M
|
42.9K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.9K+ 7.2% |
$1.29M - $1.54M
|
87.9K
$31.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.63KNew |
$1.23M - $1.47M
|
5.63K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.62K+ 26.15% |
$1.23M - $1.46M
|
27.1K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$1.23M - $1.46M
|
5.6K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.05KNew |
$1.11M - $1.32M
|
5.05K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.04K+ 326.38% |
$1.1M - $1.31M
|
6.58K
$2.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.96KNew |
$1.09M - $1.29M
|
4.96K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.92K+ 5.16% |
$1.08M - $1.28M
|
100K
$35.7M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.92K+ 2.47% |
$1.08M - $1.28M
|
204K
$72.7M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.69K+ 229.1% |
$1.03M - $1.22M
|
6.74K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.68K+ 3.58% |
$1.03M - $1.22M
|
135K
$48.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
4.58K+ 2.29% |
$1M - $1.19M
|
204K
$72.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
4.55KNew |
$997K - $1.19M
|
4.55K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.5KNew |
$985K - $1.17M
|
4.5K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.17KNew |
$913K - $1.09M
|
4.17K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
3.9KNew |
$853K - $1.01M
|
3.9K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.78K+ 95.16% |
$827K - $984K
|
7.74K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$824K - $981K
|
3.76K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.74K+ 113.85% |
$819K - $975K
|
7.03K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
3.74KNew |
$818K - $974K
|
3.74K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$804K - $957K
|
3.67K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
3.65K+ 13.83% |
$800K - $952K
|
30.1K
$10.7M
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.64KNew |
$796K - $947K
|
3.64K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.63K+ 329.19% |
$795K - $946K
|
4.73K
$1.68M
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.42KNew |
$750K - $892K
|
3.42K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.41KNew |
$746K - $888K
|
3.41K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.27K+ 12.86% |
$716K - $852K
|
28.7K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.25KNew |
$711K - $845K
|
3.25K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.07KNew |
$671K - $799K
|
3.07K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
3.03K+ 11.59% |
$663K - $788K
|
29.1K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.94K+ 55.8% |
$643K - $765K
|
8.2K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 43.68% |
$643K - $765K
|
9.65K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.93K+ 16.33% |
$642K - $764K
|
20.9K
$7.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.89KNew |
$633K - $753K
|
2.89K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.85K+ 87.67% |
$624K - $743K
|
6.1K
$2.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.84KNew |
$621K - $739K
|
2.84K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.82KNew |
$618K - $735K
|
2.82K
$1M
|