Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q4 2024. 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
241KNew |
$76.4M - $86.3M
|
241K
$84M
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
39.7K+ 76.03% |
$12.6M - $14.2M
|
91.8K
$32M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.5K+ 12.17% |
$8.41M - $9.5M
|
245K
$85.2M
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
26.2KNew |
$8.3M - $9.37M
|
26.2K
$9.12M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
26.1K+ 5.29% |
$8.26M - $9.33M
|
519K
$181M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
23.8K+ 16.81% |
$7.55M - $8.53M
|
166K
$57.7M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.4K+ 131.72% |
$6.79M - $7.66M
|
37.7K
$13.1M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
17.3K+ 121.58% |
$5.49M - $6.19M
|
31.5K
$11M
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
14.2K+ 10.85% |
$4.5M - $5.08M
|
145K
$50.5M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.4K+ 55.91% |
$4.24M - $4.79M
|
37.3K
$13M
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
12.5KNew |
$3.97M - $4.48M
|
12.5K
$4.36M
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
12.3KNew |
$3.9M - $4.4M
|
12.3K
$4.29M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
11.3KNew |
$3.59M - $4.06M
|
11.3K
$3.95M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 31.89% |
$3.21M - $3.63M
|
41.9K
$14.6M
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
8.9K+ 1161.36% |
$2.82M - $3.18M
|
9.66K
$3.36M
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
BUY
|
- |
8.72K+ 537.19% |
$2.76M - $3.12M
|
10.3K
$3.6M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.47KNew |
$2.68M - $3.03M
|
8.47K
$2.95M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
8.12K+ 3.23% |
$2.57M - $2.9M
|
260K
$90.4M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
7.93K+ 4.72% |
$2.51M - $2.84M
|
176K
$61.2M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7.11KNew |
$2.25M - $2.55M
|
7.11K
$2.48M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.85K+ 10.31% |
$2.17M - $2.45M
|
73.3K
$25.5M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.84K+ 296.75% |
$2.17M - $2.45M
|
9.15K
$3.19M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.46K+ 25.9% |
$2.05M - $2.31M
|
31.4K
$10.9M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6.35KNew |
$2.01M - $2.27M
|
6.35K
$2.21M
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.99K+ 70.64% |
$1.9M - $2.14M
|
14.5K
$5.04M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
5.78KNew |
$1.83M - $2.07M
|
5.78K
$2.01M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.63K+ 9.3% |
$1.79M - $2.02M
|
66.2K
$23M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.56KNew |
$1.76M - $1.99M
|
5.56K
$1.94M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.4KNew |
$1.71M - $1.93M
|
5.4K
$1.88M
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
5.04KNew |
$1.6M - $1.8M
|
5.04K
$1.75M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.93K+ 146.59% |
$1.56M - $1.76M
|
8.29K
$2.89M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.6K+ 32.66% |
$1.46M - $1.64M
|
18.7K
$6.5M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.99K+ 903.62% |
$1.27M - $1.43M
|
4.44K
$1.54M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.72K+ 30.95% |
$1.18M - $1.33M
|
15.7K
$5.47M
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
3.71KNew |
$1.17M - $1.33M
|
3.71K
$1.29M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.39K+ 4.79% |
$1.08M - $1.21M
|
74.3K
$25.9M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.3KNew |
$1.05M - $1.18M
|
3.3K
$1.15M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.3K+ 2.93% |
$1.05M - $1.18M
|
116K
$40.3M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.08KNew |
$976K - $1.1M
|
3.08K
$1.07M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.03K+ 10.03% |
$960K - $1.08M
|
33.3K
$11.6M
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.75K+ 58.07% |
$870K - $982K
|
7.47K
$2.6M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.69K+ 5.24% |
$854K - $964K
|
54.1K
$18.8M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.57K+ 7.94% |
$813K - $918K
|
34.9K
$12.1M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.56K+ 7.09% |
$812K - $917K
|
38.7K
$13.5M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.5K+ 48.83% |
$793K - $895K
|
7.63K
$2.66M
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.41KNew |
$764K - $863K
|
2.41K
$840K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.33K+ 125.97% |
$738K - $833K
|
4.18K
$1.45M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.31K+ 44.12% |
$733K - $827K
|
7.55K
$2.63M
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 293.84% |
$680K - $768K
|
2.88K
$1M
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
2.03KNew |
$642K - $725K
|
2.03K
$706K
|