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 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
248+ 12.65% |
$54.3K - $64.6K
|
2.21K
$785K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
245+ 19.82% |
$53.6K - $63.8K
|
1.48K
$527K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
245+ 8.94% |
$53.6K - $63.8K
|
2.98K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
242+ 22.16% |
$53K - $63.1K
|
1.33K
$474K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
230New |
$50.4K - $59.9K
|
230
$81.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
224+ 15.32% |
$49K - $58.4K
|
1.69K
$600K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
223+ 4.88% |
$48.8K - $58.1K
|
4.79K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
219+ 3.61% |
$48K - $57.1K
|
6.29K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
208New |
$45.5K - $54.2K
|
208
$74K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
208+ 120.93% |
$45.5K - $54.2K
|
380
$135K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
204+ 19.67% |
$44.7K - $53.2K
|
1.24K
$441K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
200+ 500.0% |
$43.8K - $52.1K
|
240
$85.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
194New |
$42.5K - $50.5K
|
194
$69K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
192+ 12.43% |
$42K - $50K
|
1.74K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185+ 17.75% |
$40.5K - $48.2K
|
1.23K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
170+ 13.99% |
$37.2K - $44.3K
|
1.39K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
160+ 17.68% |
$35K - $41.7K
|
1.07K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
144New |
$31.5K - $37.5K
|
144
$51.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
140+ 1.87% |
$30.7K - $36.5K
|
7.63K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
139+ 7.98% |
$30.4K - $36.2K
|
1.88K
$669K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
128+ 28.89% |
$28K - $33.3K
|
571
$203K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
125+ 1.19% |
$27.4K - $32.6K
|
10.6K
$3.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
125+ 7.19% |
$27.4K - $32.6K
|
1.86K
$663K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 23.97% |
$26.7K - $31.8K
|
631
$224K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122New |
$26.7K - $31.8K
|
122
$43.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
121+ 3025.0% |
$26.5K - $31.5K
|
125
$44.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
115New |
$25.2K - $30K
|
115
$40.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
112+ 6.95% |
$24.5K - $29.2K
|
1.72K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
107+ 0.07% |
$23.4K - $27.9K
|
157K
$55.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 6.25% |
$21.9K - $26.1K
|
1.7K
$605K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
100+ 0.32% |
$21.9K - $26.1K
|
31.4K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
94+ 9.4% |
$20.6K - $24.5K
|
1.09K
$389K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
94+ 9.4% |
$20.6K - $24.5K
|
1.09K
$389K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
83+ 100.0% |
$18.2K - $21.6K
|
166
$59K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
82+ 0.15% |
$18K - $21.4K
|
54.7K
$19.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
82+ 5.43% |
$18K - $21.4K
|
1.59K
$566K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
75New |
$16.4K - $19.5K
|
75
$26.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
75+ 2.28% |
$16.4K - $19.5K
|
3.37K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
75+ 4.58% |
$16.4K - $19.5K
|
1.71K
$608K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
75+ 0.42% |
$16.4K - $19.5K
|
18.1K
$6.45M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
70New |
$15.3K - $18.2K
|
70
$24.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
61New |
$13.4K - $15.9K
|
61
$21.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
60+ 6.62% |
$13.1K - $15.6K
|
966
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
56+ 1.33% |
$12.3K - $14.6K
|
4.26K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
55+ 1.91% |
$12K - $14.3K
|
2.94K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
52+ 4.51% |
$11.4K - $13.5K
|
1.21K
$429K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
51New |
$11.2K - $13.3K
|
51
$18.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
51+ 1.07% |
$11.2K - $13.3K
|
4.8K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 1.83% |
$10.9K - $13K
|
2.78K
$988K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
49+ 0.78% |
$10.7K - $12.8K
|
6.34K
$2.25M
|