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 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
584New |
$185K - $209K
|
584
$208K
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
465+ 1.31% |
$147K - $166K
|
36K
$12.8M
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
402+ 16.13% |
$127K - $144K
|
2.9K
$1.03M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
365+ 3.1% |
$116K - $131K
|
12.1K
$4.31M
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
350+ 3.91% |
$111K - $125K
|
9.3K
$3.31M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
318+ 11.04% |
$101K - $114K
|
3.2K
$1.14M
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
310+ 1.56% |
$98.3K - $111K
|
20.2K
$7.19M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
236New |
$74.8K - $84.5K
|
236
$83.9K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
226+ 0.18% |
$71.6K - $80.9K
|
127K
$45.2M
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
195+ 10.03% |
$61.8K - $69.8K
|
2.14K
$761K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
191+ 12.48% |
$60.5K - $68.4K
|
1.72K
$612K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
190New |
$60.2K - $68K
|
190
$67.6K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
178+ 4.49% |
$56.4K - $63.7K
|
4.14K
$1.47M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
159+ 5.15% |
$50.4K - $56.9K
|
3.25K
$1.16M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
109+ 7.59% |
$34.5K - $39K
|
1.55K
$550K
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
107+ 0.54% |
$33.9K - $38.3K
|
19.9K
$7.06M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
99+ 11.33% |
$31.4K - $35.4K
|
973
$346K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
78+ 0.85% |
$24.7K - $27.9K
|
9.26K
$3.29M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
70New |
$22.2K - $25.1K
|
70
$24.9K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
70+ 6.27% |
$22.2K - $25.1K
|
1.19K
$422K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
66+ 1.57% |
$20.9K - $23.6K
|
4.26K
$1.52M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
64+ 8.57% |
$20.3K - $22.9K
|
811
$288K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 4.81% |
$17.4K - $19.7K
|
1.2K
$426K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
54+ 4.2% |
$17.1K - $19.3K
|
1.34K
$477K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 4.6% |
$15.8K - $17.9K
|
1.14K
$405K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
46+ 5.28% |
$14.6K - $16.5K
|
917
$326K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
42New |
$13.3K - $15K
|
42
$14.9K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
35New |
$11.1K - $12.5K
|
35
$12.4K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28+ 1.45% |
$8.87K - $10K
|
1.96K
$697K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
24+ 0.01% |
$7.61K - $8.59K
|
177K
$62.9M
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
10+ 52.63% |
$3.17K - $3.58K
|
29
$10.3K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.46% |
$2.85K - $3.22K
|
1.95K
$695K
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
7+ 0.14% |
$2.22K - $2.51K
|
4.94K
$1.76M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5New |
$1.58K - $1.79K
|
5
$1.78K
|
|
Jan 08, 2025
Q4 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
5+ 0.5% |
$1.58K - $1.79K
|
1.01K
$360K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
2+ 0.2% |
$634 - $716
|
999
$355K
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.13% |
$634 - $716
|
1.5K
$534K
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
2+ 0.2% |
$634 - $716
|
1.02K
$362K
|
|
Jan 23, 2025
Q4 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$317 - $358
|
1.17K
$416K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.15% |
$317 - $358
|
684
$243K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.6% |
$317 - $358
|
167
$59.4K
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1+ 0.1% |
$317 - $358
|
974
$346K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.1% |
$317 - $358
|
974
$346K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1+ 0.03% |
$317 - $358
|
3.91K
$1.39M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.05% |
$317 - $358
|
1.82K
$647K
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$317 - $358
|
1.19K
$421K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.07% |
$317 - $358
|
1.5K
$534K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3- 0.28% |
$951 - $1.07K
|
1.05K
$374K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8- 0.53% |
$2.54K - $2.86K
|
1.51K
$537K
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-8- 0.07% |
$2.54K - $2.86K
|
10.9K
$3.88M
|