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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
804+ 24.7% |
$176K - $209K
|
4.06K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
803New |
$176K - $209K
|
803
$286K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
798New |
$175K - $208K
|
798
$284K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
784+ 25.7% |
$172K - $204K
|
3.84K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
783New |
$171K - $204K
|
783
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
775New |
$170K - $202K
|
775
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
772New |
$169K - $201K
|
772
$275K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
767New |
$168K - $200K
|
767
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
759+ 2.29% |
$166K - $198K
|
33.8K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
733+ 12.26% |
$161K - $191K
|
6.71K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
724+ 21.94% |
$159K - $189K
|
4.02K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
721+ 128.75% |
$158K - $188K
|
1.28K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
716+ 20.39% |
$157K - $187K
|
4.23K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
710+ 13.31% |
$155K - $185K
|
6.04K
$2.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
688+ 1109.68% |
$151K - $179K
|
750
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
684+ 6.93% |
$150K - $178K
|
10.6K
$3.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
684+ 0.54% |
$150K - $178K
|
127K
$45.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
656+ 5.68% |
$144K - $171K
|
12.2K
$4.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
643+ 59.32% |
$141K - $168K
|
1.73K
$614K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
641+ 30.14% |
$140K - $167K
|
2.77K
$984K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
641+ 30.14% |
$140K - $167K
|
2.77K
$984K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
627+ 2.75% |
$137K - $163K
|
23.4K
$8.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
591+ 3.24% |
$129K - $154K
|
18.8K
$6.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
590+ 44.29% |
$129K - $154K
|
1.92K
$683K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
584+ 0.58% |
$128K - $152K
|
100K
$35.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
543+ 43.1% |
$119K - $141K
|
1.8K
$641K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
534+ 15.89% |
$117K - $139K
|
3.89K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
531+ 21.18% |
$116K - $138K
|
3.04K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
489+ 2.82% |
$107K - $127K
|
17.8K
$6.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
456+ 4.0% |
$99.9K - $119K
|
11.9K
$4.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
443New |
$97K - $115K
|
443
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
422+ 14.89% |
$92.4K - $110K
|
3.26K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
400+ 33.14% |
$87.6K - $104K
|
1.61K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
364+ 8.83% |
$79.7K - $94.8K
|
4.48K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
363+ 5.7% |
$79.5K - $94.6K
|
6.73K
$2.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
362New |
$79.3K - $94.3K
|
362
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
362+ 116.77% |
$79.3K - $94.3K
|
672
$239K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
343+ 3.1% |
$75.1K - $89.4K
|
11.4K
$4.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
323+ 1.54% |
$70.7K - $84.2K
|
21.3K
$7.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
320+ 4.18% |
$70.1K - $83.4K
|
7.98K
$2.84M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
314+ 9.86% |
$68.8K - $81.8K
|
3.5K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
312+ 3.11% |
$68.3K - $81.3K
|
10.3K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300+ 18.94% |
$65.7K - $78.2K
|
1.88K
$670K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
294+ 381.82% |
$64.4K - $76.6K
|
371
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
267New |
$58.5K - $69.6K
|
267
$94.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
263+ 6.73% |
$57.6K - $68.5K
|
4.17K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
260+ 1.89% |
$56.9K - $67.7K
|
14K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
259+ 7.07% |
$56.7K - $67.5K
|
3.92K
$1.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
251+ 1.39% |
$55K - $65.4K
|
18.2K
$6.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
249+ 1.39% |
$54.5K - $64.9K
|
18.1K
$6.45M
|