Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q1 2023. 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 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.43K+ 8.65% |
$187K - $206K
|
17.9K
$3.76M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.4KNew |
$184K - $202K
|
1.4K
$294K
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.4KNew |
$183K - $201K
|
1.4K
$293K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.4K+ 26.8% |
$183K - $201K
|
6.6K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.39K+ 47.49% |
$182K - $200K
|
4.32K
$906K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.32K+ 1.76% |
$173K - $190K
|
76.3K
$16M
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.22K+ 3.32% |
$160K - $176K
|
38K
$7.98M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.18K+ 3.53% |
$154K - $170K
|
34.5K
$7.25M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.17K+ 0.94% |
$153K - $168K
|
125K
$26.2M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.13K+ 0.27% |
$148K - $163K
|
417K
$87.5M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 8.31% |
$144K - $158K
|
14.3K
$3M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.31% |
$135K - $149K
|
32.1K
$6.74M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
932+ 9.53% |
$122K - $134K
|
10.7K
$2.25M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
806+ 35.17% |
$106K - $116K
|
3.1K
$650K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
718+ 46.93% |
$94.2K - $104K
|
2.25K
$472K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
651+ 3.91% |
$85.4K - $93.9K
|
17.3K
$3.63M
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
651+ 1.34% |
$85.4K - $93.9K
|
49.2K
$10.3M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
605+ 37.12% |
$79.3K - $87.2K
|
2.24K
$469K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
583+ 0.89% |
$76.4K - $84.1K
|
66K
$13.8M
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
575+ 7.22% |
$75.4K - $82.9K
|
8.53K
$1.79M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
574+ 126.15% |
$75.3K - $82.8K
|
1.03K
$216K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
455+ 0.89% |
$59.7K - $65.6K
|
51.8K
$10.9M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
447+ 7.12% |
$58.6K - $64.4K
|
6.72K
$1.41M
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
437+ 1.7% |
$57.3K - $63K
|
26.2K
$5.49M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
402+ 5.63% |
$52.7K - $58K
|
7.54K
$1.58M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
373+ 12.5% |
$48.9K - $53.8K
|
3.36K
$705K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
362+ 13.72% |
$47.5K - $52.2K
|
3K
$630K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
358New |
$46.9K - $51.6K
|
358
$75.1K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
350+ 13.41% |
$45.9K - $50.5K
|
2.96K
$621K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
342+ 5.31% |
$44.8K - $49.3K
|
6.79K
$1.42M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
340New |
$44.6K - $49K
|
340
$71.4K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
330New |
$43.3K - $47.6K
|
330
$69.3K
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
BUY
|
- |
280New |
$36.7K - $40.4K
|
280
$58.8K
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
276+ 0.93% |
$36.2K - $39.8K
|
29.8K
$6.26M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
270New |
$35.4K - $38.9K
|
270
$56.7K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
268+ 1.1% |
$35.1K - $38.6K
|
24.6K
$5.16M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
261+ 140.32% |
$34.2K - $37.6K
|
447
$93.8K
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
258+ 6.29% |
$33.8K - $37.2K
|
4.36K
$915K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
253+ 2.5% |
$33.2K - $36.5K
|
10.4K
$2.17M
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
223+ 3.48% |
$29.2K - $32.2K
|
6.62K
$1.39M
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
220New |
$28.8K - $31.7K
|
220
$46.2K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
214+ 1.57% |
$28.1K - $30.9K
|
13.8K
$2.91M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
204+ 4.28% |
$26.8K - $29.4K
|
4.97K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
178+ 0.35% |
$23.3K - $25.7K
|
51.2K
$10.8M
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
155+ 7.41% |
$20.3K - $22.3K
|
2.25K
$472K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
119+ 7.8% |
$15.6K - $17.2K
|
1.64K
$345K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
119New |
$15.6K - $17.2K
|
119
$25K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
114+ 2.02% |
$14.9K - $16.4K
|
5.75K
$1.21M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
107+ 1.49% |
$14K - $15.4K
|
7.3K
$1.53M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
99+ 1.27% |
$13K - $14.3K
|
7.87K
$1.65M
|