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 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-118- 6.76% |
$15.5K - $17K
|
1.63K
$356K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-120- 2.36% |
$15.7K - $17.3K
|
4.97K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-123- 1.29% |
$16.1K - $17.7K
|
9.41K
$2.06M
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-137- 7.28% |
$18K - $19.8K
|
1.74K
$381K
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-139- 0.37% |
$18.2K - $20K
|
37.1K
$8.11M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-150- 51.72% |
$19.7K - $21.6K
|
140
$30.6K
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-152- 3.69% |
$19.9K - $21.9K
|
3.97K
$868K
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-200- 12.76% |
$26.2K - $28.8K
|
1.37K
$299K
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-220- 0.72% |
$28.8K - $31.7K
|
30.4K
$6.64M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-239- 2.11% |
$31.3K - $34.5K
|
11.1K
$2.43M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-241- 1.08% |
$31.6K - $34.7K
|
22.2K
$4.84M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-266- 1.21% |
$34.9K - $38.4K
|
21.7K
$4.76M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-272- 1.8% |
$35.7K - $39.2K
|
14.9K
$3.25M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-273- 5.54% |
$35.8K - $39.4K
|
4.66K
$1.02M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-275- 34.03% |
$36.1K - $39.6K
|
533
$117K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-282- 8.85% |
$37K - $40.7K
|
2.9K
$635K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-285- 4.99% |
$37.4K - $41.1K
|
5.43K
$1.19M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-300- 3.17% |
$39.3K - $43.3K
|
9.17K
$2.01M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-319- 1.44% |
$41.8K - $46K
|
21.9K
$4.78M
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-374- 2.4% |
$49K - $53.9K
|
15.2K
$3.33M
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-385- 9.93% |
$50.5K - $55.5K
|
3.49K
$764K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-411- 0.82% |
$53.9K - $59.3K
|
49.7K
$10.9M
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-464- 60.26% |
$60.8K - $66.9K
|
306
$66.9K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-531- 2.15% |
$69.6K - $76.6K
|
24.2K
$5.29M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-586- 19.84% |
$76.8K - $84.5K
|
2.37K
$518K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-608- 28.53% |
$79.7K - $87.7K
|
1.52K
$333K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-624- 16.59% |
$81.8K - $90K
|
3.14K
$686K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-678- 15.69% |
$88.9K - $97.8K
|
3.64K
$797K
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-680- 6.01% |
$89.2K - $98K
|
10.6K
$2.32M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-693- 6.73% |
$90.9K - $99.9K
|
9.61K
$2.1M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-703- 28.99% |
$92.2K - $101K
|
1.72K
$377K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-723- 20.19% |
$94.8K - $104K
|
2.86K
$625K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.03K- 27.35% |
$135K - $149K
|
2.74K
$600K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.05K- 17.4% |
$137K - $151K
|
4.96K
$1.09M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.08K- 15.69% |
$142K - $156K
|
5.81K
$1.27M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 40.26% |
$144K - $159K
|
1.63K
$357K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.13K- 8.19% |
$149K - $164K
|
12.7K
$2.78M
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.14K- 2.24% |
$149K - $164K
|
49.7K
$10.9M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.2K- 24.9% |
$157K - $172K
|
3.61K
$788K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.22K- 7.6% |
$160K - $176K
|
14.9K
$3.25M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.23K- 29.78% |
$161K - $177K
|
2.9K
$634K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 6.87% |
$167K - $183K
|
17.2K
$3.77M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 0.84% |
$168K - $185K
|
152K
$33.2M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.42K- 21.08% |
$186K - $204K
|
5.3K
$1.16M
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.55K- 1.43% |
$204K - $224K
|
107K
$23.4M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.63K- 5.29% |
$213K - $234K
|
29.1K
$6.37M
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-1.63K- 8.62% |
$213K - $235K
|
17.2K
$3.77M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.89K- 85.7% |
$248K - $273K
|
316
$69.1K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2K- 35.25% |
$263K - $289K
|
3.68K
$804K
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 19.93% |
$279K - $306K
|
8.53K
$1.87M
|