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 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.81K+ 28.18% |
$615K - $732K
|
12.8K
$4.54M
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.64KNew |
$579K - $688K
|
2.64K
$940K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.6KNew |
$569K - $677K
|
2.6K
$925K
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.46K+ 3.99% |
$539K - $642K
|
64.2K
$22.8M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.44K+ 2.93% |
$535K - $636K
|
85.7K
$30.5M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.44K+ 165.83% |
$535K - $636K
|
3.91K
$1.39M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.41KNew |
$527K - $627K
|
2.41K
$856K
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.4K+ 195.92% |
$526K - $625K
|
3.63K
$1.29M
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
2.37K+ 10.58% |
$520K - $618K
|
24.8K
$8.82M
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.33KNew |
$509K - $606K
|
2.33K
$827K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 5.32% |
$501K - $596K
|
45.3K
$16.1M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
2.26KNew |
$495K - $589K
|
2.26K
$804K
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.24K+ 1.83% |
$491K - $584K
|
125K
$44.3M
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.2K+ 28.92% |
$483K - $574K
|
9.83K
$3.49M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.18K+ 88.98% |
$477K - $568K
|
4.63K
$1.65M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.16K+ 8.73% |
$472K - $562K
|
26.9K
$9.55M
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.12K+ 18.4% |
$465K - $553K
|
13.7K
$4.86M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.12K+ 158.76% |
$464K - $553K
|
3.46K
$1.23M
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.1K+ 1.57% |
$459K - $547K
|
136K
$48.3M
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.99K+ 45.71% |
$436K - $519K
|
6.35K
$2.26M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.91KNew |
$417K - $497K
|
1.91K
$678K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.86K+ 3.55% |
$406K - $484K
|
54.2K
$19.3M
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.8KNew |
$393K - $468K
|
1.8K
$639K
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$387K - $461K
|
1.77K
$629K
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.75KNew |
$383K - $456K
|
1.75K
$623K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.68KNew |
$367K - $437K
|
1.68K
$596K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.66K+ 2552.31% |
$363K - $432K
|
1.72K
$613K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.64KNew |
$360K - $428K
|
1.64K
$584K
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.63K+ 2.83% |
$356K - $424K
|
59.2K
$21.1M
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.54K+ 3.0% |
$338K - $402K
|
52.9K
$18.8M
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.53KNew |
$334K - $398K
|
1.53K
$543K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.47K+ 33.24% |
$321K - $382K
|
5.87K
$2.09M
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.44KNew |
$316K - $375K
|
1.44K
$512K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 14.04% |
$315K - $375K
|
11.7K
$4.16M
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.44KNew |
$314K - $374K
|
1.44K
$510K
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.43KNew |
$314K - $373K
|
1.43K
$510K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.43K+ 51.85% |
$312K - $372K
|
4.18K
$1.49M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 0.16% |
$310K - $369K
|
888K
$316M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.39KNew |
$305K - $363K
|
1.39K
$496K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.33KNew |
$290K - $345K
|
1.33K
$471K
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.32KNew |
$289K - $344K
|
1.32K
$470K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 105.47% |
$283K - $337K
|
2.52K
$895K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.27KNew |
$278K - $331K
|
1.27K
$451K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.26K+ 18.7% |
$276K - $328K
|
8K
$2.84M
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.26KNew |
$275K - $327K
|
1.26K
$447K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.25K+ 13.36% |
$274K - $326K
|
10.6K
$3.77M
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$273K - $324K
|
1.25K
$443K
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.22K+ 6.54% |
$268K - $319K
|
19.9K
$7.09M
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.22K+ 3.45% |
$266K - $317K
|
36.5K
$13M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.21KNew |
$265K - $315K
|
1.21K
$430K
|