Purchases and Sales Made in Q2 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
382K+ 181.22% |
$54.2M - $59.8M
|
593K
$130M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
168K+ 2542.41% |
$23.8M - $26.3M
|
175K
$38.2M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
105KNew |
$14.9M - $16.5M
|
105K
$23M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
82.7K+ 307.53% |
$11.7M - $12.9M
|
110K
$24M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.7K+ 5.22% |
$10.7M - $11.8M
|
1.53M
$334M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
54.7KNew |
$7.75M - $8.55M
|
54.7K
$12M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
51.7K+ 28.04% |
$7.33M - $8.09M
|
236K
$51.6M
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
41.1K+ 12.17% |
$5.83M - $6.44M
|
379K
$82.9M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.1K+ 10.69% |
$5.27M - $5.81M
|
384K
$84.1M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
35.5KNew |
$5.03M - $5.55M
|
35.5K
$7.75M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31K+ 17.79% |
$4.4M - $4.86M
|
206K
$45M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
29.5K+ 31.8% |
$4.18M - $4.61M
|
122K
$26.7M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28.6K+ 33.46% |
$4.05M - $4.47M
|
114K
$24.9M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
27.5K+ 261.34% |
$3.9M - $4.31M
|
38K
$8.32M
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
23.6K+ 220.2% |
$3.34M - $3.69M
|
34.3K
$7.5M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.5KNew |
$2.91M - $3.21M
|
20.5K
$4.48M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.4K+ 15.79% |
$2.89M - $3.19M
|
150K
$32.7M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.2K+ 14.9% |
$2.87M - $3.16M
|
156K
$34.1M
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$2.47M - $2.72M
|
17.4K
$3.81M
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14K+ 257.72% |
$1.99M - $2.2M
|
19.5K
$4.26M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
14KNew |
$1.99M - $2.19M
|
14K
$3.06M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$1.85M - $2.04M
|
13K
$2.85M
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.7KNew |
$1.8M - $1.99M
|
12.7K
$2.78M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.54K+ 11.64% |
$1.35M - $1.49M
|
91.5K
$20M
|
|
Aug 10, 2023
Q2 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
9.06KNew |
$1.28M - $1.42M
|
9.06K
$1.98M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.62K+ 5.68% |
$1.22M - $1.35M
|
160K
$35M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.43K+ 1.69% |
$1.2M - $1.32M
|
506K
$111M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.14K+ 4.79% |
$1.15M - $1.27M
|
178K
$39M
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
7.41KNew |
$1.05M - $1.16M
|
7.41K
$1.62M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.33K+ 29.02% |
$1.04M - $1.15M
|
32.6K
$7.13M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.9K+ 2.35% |
$978K - $1.08M
|
300K
$65.6M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
5.62KNew |
$796K - $879K
|
5.62K
$1.23M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.6K+ 38.93% |
$793K - $876K
|
20K
$4.37M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
5.34KNew |
$757K - $835K
|
5.34K
$1.17M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.75K+ 1.25% |
$673K - $743K
|
383K
$83.8M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.33K+ 24.59% |
$614K - $677K
|
21.9K
$4.8M
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.2KNew |
$596K - $657K
|
4.2K
$919K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.08KNew |
$578K - $638K
|
4.08K
$892K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 23.09% |
$566K - $625K
|
21.3K
$4.65M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.37K+ 117.31% |
$478K - $527K
|
6.24K
$1.36M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.26K+ 97.23% |
$463K - $511K
|
6.62K
$1.45M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.13KNew |
$444K - $490K
|
3.13K
$685K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.05K+ 0.73% |
$432K - $477K
|
420K
$91.8M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.03K+ 5.28% |
$430K - $474K
|
60.5K
$13.2M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.66K+ 22.44% |
$377K - $416K
|
14.5K
$3.17M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.53K+ 11.26% |
$359K - $397K
|
25K
$5.48M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.53K+ 11.26% |
$359K - $397K
|
25K
$5.48M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.48KNew |
$352K - $388K
|
2.48K
$542K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.41K+ 62.27% |
$342K - $378K
|
6.29K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.33KNew |
$330K - $364K
|
2.33K
$509K
|