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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
94+ 1.64% |
$12.3K - $13.6K
|
5.84K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
80New |
$10.5K - $11.5K
|
80
$16.8K
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
63+ 1.52% |
$8.26K - $9.08K
|
4.21K
$883K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$6.56K - $7.21K
|
50
$10.5K
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
42+ 0.22% |
$5.51K - $6.06K
|
19.4K
$4.07M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
41New |
$5.38K - $5.91K
|
41
$8.6K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
40New |
$5.25K - $5.77K
|
40
$8.39K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
40+ 1.18% |
$5.25K - $5.77K
|
3.43K
$720K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
36New |
$4.72K - $5.19K
|
36
$7.55K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
36New |
$4.72K - $5.19K
|
36
$7.55K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 0.33% |
$2.88K - $3.17K
|
6.65K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21+ 0.38% |
$2.75K - $3.03K
|
5.6K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.21% |
$2.1K - $2.31K
|
7.56K
$1.59M
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
BUY
|
- |
8+ 0.35% |
$1.05K - $1.15K
|
2.28K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8+ 0.07% |
$1.05K - $1.15K
|
11K
$2.3M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 0.26% |
$918 - $1.01K
|
2.71K
$570K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.31% |
$918 - $1.01K
|
2.27K
$477K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
6+ 0.11% |
$787 - $865
|
5.72K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5+ 0.17% |
$656 - $721
|
3.03K
$635K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.05% |
$525 - $577
|
8.81K
$1.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.34% |
$393 - $433
|
896
$188K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.51% |
$262 - $288
|
392
$82.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.25% |
$262 - $288
|
796
$167K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.11% |
$262 - $288
|
1.86K
$389K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1New |
$131 - $144
|
1
$210
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$131 - $144
|
10.4K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.36% |
$131 - $144
|
275
$57.7K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.28% |
$131 - $144
|
363
$76.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5- 0.44% |
$656 - $721
|
1.12K
$236K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-8Closed |
$1.05K - $1.15K
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 2.37% |
$4.07K - $4.47K
|
1.28K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-32- 0.51% |
$4.2K - $4.61K
|
6.28K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-33- 29.2% |
$4.33K - $4.76K
|
80
$16.8K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-36- 1.81% |
$4.72K - $5.19K
|
1.95K
$409K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-40- 2.63% |
$5.25K - $5.77K
|
1.48K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41- 0.01% |
$5.38K - $5.91K
|
497K
$104M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-45- 0.25% |
$5.9K - $6.49K
|
18.1K
$3.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-45- 9.57% |
$5.9K - $6.49K
|
425
$89.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-46- 0.39% |
$6.03K - $6.63K
|
11.9K
$2.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-49- 7.34% |
$6.43K - $7.06K
|
619
$130K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53- 10.75% |
$6.95K - $7.64K
|
440
$92.3K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-68- 2.15% |
$8.92K - $9.8K
|
3.09K
$648K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-69- 3.02% |
$9.05K - $9.95K
|
2.21K
$464K
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-72- 4.66% |
$9.44K - $10.4K
|
1.47K
$309K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-79- 0.36% |
$10.4K - $11.4K
|
21.8K
$4.58M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-80- 0.47% |
$10.5K - $11.5K
|
16.9K
$3.54M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-101- 5.45% |
$13.2K - $14.6K
|
1.75K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-101- 5.45% |
$13.2K - $14.6K
|
1.75K
$367K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-109- 1.88% |
$14.3K - $15.7K
|
5.69K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-111- 2.21% |
$14.6K - $16K
|
4.91K
$1.03M
|