Purchases and Sales Made in Q1 2022 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
210New |
$30.7K - $35.6K
|
210
$44.1K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
204+ 1.41% |
$29.8K - $34.5K
|
14.7K
$3.08M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
192+ 5.38% |
$28K - $32.5K
|
3.76K
$789K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
182+ 9.53% |
$26.6K - $30.8K
|
2.09K
$439K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
165+ 0.48% |
$24.1K - $27.9K
|
34.4K
$7.23M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
150+ 5.12% |
$21.9K - $25.4K
|
3.08K
$646K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
148+ 1.33% |
$21.6K - $25.1K
|
11.2K
$2.36M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
118+ 5.32% |
$17.2K - $20K
|
2.34K
$490K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
115+ 1.61% |
$16.8K - $19.5K
|
7.26K
$1.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$14.6K - $16.9K
|
100
$21K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$14.6K - $16.9K
|
100
$21K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
92+ 6.71% |
$13.4K - $15.6K
|
1.46K
$307K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
88+ 0.22% |
$12.8K - $14.9K
|
39.4K
$8.26M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
72+ 1.33% |
$10.5K - $12.2K
|
5.5K
$1.16M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
70+ 19.72% |
$10.2K - $11.9K
|
425
$89.2K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
60New |
$8.76K - $10.2K
|
60
$12.6K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
53+ 5.79% |
$7.74K - $8.98K
|
969
$203K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
48+ 3.92% |
$7.01K - $8.13K
|
1.27K
$267K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
47+ 0.26% |
$6.86K - $7.96K
|
18.2K
$3.81M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
45+ 2.57% |
$6.57K - $7.62K
|
1.8K
$377K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
38+ 3.98% |
$5.55K - $6.44K
|
992
$208K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
23+ 0.25% |
$3.36K - $3.9K
|
9.28K
$1.95M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9+ 0.21% |
$1.31K - $1.52K
|
4.28K
$898K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8+ 0.01% |
$1.17K - $1.35K
|
124K
$26.1M
|
|
|
Apr 25, 2022
Q1 2022
|
First Pacific Financial
|
BUY
|
- |
7+ 0.31% |
$1.02K - $1.19K
|
2.24K
$471K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7+ 0.24% |
$1.02K - $1.19K
|
2.91K
$610K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6+ 0.45% |
$876 - $1.02K
|
1.33K
$278K
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6+ 0.19% |
$876 - $1.02K
|
3.14K
$658K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
5+ 0.34% |
$730 - $847
|
1.47K
$309K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
5+ 0.22% |
$730 - $847
|
2.24K
$470K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 30.77% |
$584 - $677
|
17
$3.57K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
4+ 0.18% |
$584 - $677
|
2.26K
$475K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4+ 0.12% |
$584 - $677
|
3.4K
$713K
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 0.19% |
$584 - $677
|
2.07K
$434K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4+ 0.03% |
$584 - $677
|
12.4K
$2.61M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3+ 0.06% |
$438 - $508
|
4.88K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2+ 0.06% |
$292 - $339
|
3.18K
$667K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.33% |
$146 - $169
|
302
$63.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1Closed |
$146 - $169
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4- 0.08% |
$584 - $677
|
4.98K
$1.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-5- 0.15% |
$730 - $847
|
3.35K
$703K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11- 0.26% |
$1.61K - $1.86K
|
4.3K
$902K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-14- 0.08% |
$2.04K - $2.37K
|
17.7K
$3.72M
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-16- 0.28% |
$2.34K - $2.71K
|
5.66K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18- 0.78% |
$2.63K - $3.05K
|
2.29K
$480K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- -0.0% |
$2.92K - $3.39K
|
401K
$84.2M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-25- 1.75% |
$3.65K - $4.23K
|
1.41K
$295K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-29- 0.26% |
$4.23K - $4.91K
|
10.9K
$2.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-42- 0.47% |
$6.13K - $7.11K
|
8.85K
$1.86M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-45- 17.65% |
$6.57K - $7.62K
|
210
$44.1K
|