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 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
164New |
$23.3K - $25.7K
|
164
$35.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
153+ 6.46% |
$21.7K - $23.9K
|
2.52K
$551K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
130+ 5.29% |
$18.4K - $20.3K
|
2.59K
$566K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
129New |
$18.3K - $20.2K
|
129
$28.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 0.78% |
$18.2K - $20K
|
16.5K
$3.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
120+ 4.72% |
$17K - $18.8K
|
2.66K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
114+ 2.15% |
$16.2K - $17.8K
|
5.41K
$1.18M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
70New |
$9.93K - $11K
|
70
$15.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
66+ 1.83% |
$9.36K - $10.3K
|
3.67K
$803K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
65+ 2.94% |
$9.22K - $10.2K
|
2.28K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
65+ 7.87% |
$9.22K - $10.2K
|
891
$195K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
62+ 0.37% |
$8.79K - $9.7K
|
17K
$3.71M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58+ 12.21% |
$8.22K - $9.08K
|
533
$117K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
58+ 0.42% |
$8.22K - $9.08K
|
13.9K
$3.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
48+ 1.9% |
$6.81K - $7.51K
|
2.57K
$563K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
48+ 0.28% |
$6.81K - $7.51K
|
17.3K
$3.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40New |
$5.67K - $6.26K
|
40
$8.75K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
39+ 2.37% |
$5.53K - $6.1K
|
1.68K
$368K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
36+ 0.05% |
$5.1K - $5.63K
|
76K
$16.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
30+ 2.96% |
$4.25K - $4.7K
|
1.04K
$228K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 26.32% |
$3.55K - $3.91K
|
120
$26.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
23+ 0.35% |
$3.26K - $3.6K
|
6.65K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.23% |
$3.12K - $3.44K
|
9.43K
$2.06M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
16New |
$2.27K - $2.5K
|
16
$3.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13+ 0.36% |
$1.84K - $2.03K
|
3.66K
$800K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.19% |
$1.56K - $1.72K
|
5.76K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
8+ 0.35% |
$1.13K - $1.25K
|
2.29K
$501K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.31% |
$993 - $1.1K
|
2.28K
$498K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.37% |
$851 - $939
|
1.61K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6+ 0.15% |
$851 - $939
|
3.97K
$869K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
5+ 0.09% |
$709 - $783
|
5.72K
$1.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
5+ 0.17% |
$709 - $783
|
3.03K
$663K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.05% |
$709 - $783
|
11.1K
$2.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3+ 0.2% |
$425 - $470
|
1.48K
$323K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.03% |
$425 - $470
|
10.4K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.03% |
$425 - $470
|
8.81K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.33% |
$425 - $470
|
899
$197K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.38% |
$425 - $470
|
799
$175K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
2New |
$284 - $313
|
2
$437
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2+ 0.06% |
$284 - $313
|
3.5K
$765K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2+ 0.14% |
$284 - $313
|
1.4K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.03% |
$142 - $157
|
3.43K
$750K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $157
|
1.86K
$406K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.36% |
$142 - $157
|
276
$60.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.29% |
$142 - $157
|
341
$74.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.26% |
$142 - $157
|
393
$86K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
1+ 0.07% |
$142 - $157
|
1.48K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.28% |
$142 - $157
|
362
$79.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$142 - $157
|
1.74K
$381K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-12- 0.44% |
$1.7K - $1.88K
|
2.7K
$591K
|