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 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48New |
$10.5K - $12.5K
|
48
$17.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
46New |
$10.1K - $12K
|
46
$16.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
42+ 3.69% |
$9.2K - $10.9K
|
1.18K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
41+ 0.16% |
$8.98K - $10.7K
|
25K
$8.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
40+ 1.17% |
$8.76K - $10.4K
|
3.47K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
39+ 0.95% |
$8.54K - $10.2K
|
4.13K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39New |
$8.54K - $10.2K
|
39
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
36New |
$7.88K - $9.38K
|
36
$12.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35+ 1.99% |
$7.66K - $9.12K
|
1.8K
$638K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
33+ 2.03% |
$7.23K - $8.6K
|
1.66K
$591K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
31New |
$6.79K - $8.08K
|
31
$11K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
27+ 2.14% |
$5.91K - $7.03K
|
1.29K
$459K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26+ 0.14% |
$5.69K - $6.77K
|
18.5K
$6.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
25New |
$5.47K - $6.51K
|
25
$8.89K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
22New |
$4.82K - $5.73K
|
22
$7.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 4.96% |
$4.6K - $5.47K
|
444
$158K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
20+ 1.17% |
$4.38K - $5.21K
|
1.73K
$615K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
19+ 0.45% |
$4.16K - $4.95K
|
4.22K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
16+ 22.22% |
$3.5K - $4.17K
|
88
$31.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
16+ 0.25% |
$3.5K - $4.17K
|
6.32K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14+ 0.75% |
$3.07K - $3.65K
|
1.89K
$672K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
13+ 1.37% |
$2.85K - $3.39K
|
960
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11New |
$2.41K - $2.87K
|
11
$3.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7+ 0.49% |
$1.53K - $1.82K
|
1.45K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$1.53K - $1.82K
|
2.95K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.17% |
$1.53K - $1.82K
|
4.18K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6+ 0.17% |
$1.31K - $1.56K
|
3.61K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5+ 0.1% |
$1.09K - $1.3K
|
4.99K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
4+ 0.18% |
$876 - $1.04K
|
2.2K
$782K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.23% |
$876 - $1.04K
|
1.73K
$614K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4+ 0.17% |
$876 - $1.04K
|
2.38K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.28% |
$657 - $782
|
1.08K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 8.33% |
$438 - $521
|
26
$9.25K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2+ 0.2% |
$438 - $521
|
1K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.19% |
$438 - $521
|
1.08K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
2+ 1.18% |
$438 - $521
|
171
$60.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$219 - $261
|
1.16K
$414K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.09% |
$219 - $261
|
1.09K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$219 - $261
|
2.46K
$876K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1+ 0.07% |
$219 - $261
|
1.52K
$540K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.09% |
$219 - $261
|
1.17K
$416K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.57% |
$219 - $261
|
177
$62.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.06% |
$219 - $261
|
1.68K
$596K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.42% |
$219 - $261
|
239
$85K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1- 0.09% |
$219 - $261
|
1.12K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1- 2.86% |
$219 - $261
|
34
$12.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-2- 0.14% |
$438 - $521
|
1.39K
$493K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-5- 2.7% |
$1.09K - $1.3K
|
180
$64K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8- 0.82% |
$1.75K - $2.08K
|
965
$343K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 2.75% |
$1.97K - $2.34K
|
318
$113K
|