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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.3K- 5.87% |
$184K - $203K
|
20.9K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.32K- 6.85% |
$187K - $206K
|
17.9K
$3.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.33K- 22.71% |
$188K - $208K
|
4.52K
$988K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.46K- 1.91% |
$207K - $228K
|
74.8K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.62K- 20.64% |
$230K - $254K
|
6.24K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 0.55% |
$248K - $273K
|
314K
$68.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.76K- 47.89% |
$250K - $276K
|
1.92K
$419K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 12.66% |
$257K - $283K
|
12.5K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.04K- 1.17% |
$290K - $320K
|
173K
$37.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.16K- 17.04% |
$306K - $338K
|
10.5K
$2.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.2K- 44.35% |
$313K - $345K
|
2.77K
$605K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.4K- 1.3% |
$340K - $375K
|
181K
$39.7M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 29.31% |
$355K - $391K
|
6.03K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.66K- 57.1% |
$377K - $416K
|
2K
$437K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-2.8K- 49.18% |
$397K - $438K
|
2.89K
$633K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.84K- 0.64% |
$403K - $445K
|
441K
$96.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-3.19K- 1.37% |
$452K - $499K
|
229K
$50.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.31K- 26.0% |
$469K - $517K
|
9.41K
$2.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.54K- 0.66% |
$502K - $554K
|
536K
$117M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.67K- 73.91% |
$521K - $575K
|
1.3K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.98K- 22.77% |
$565K - $623K
|
13.5K
$2.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.51K- 13.67% |
$782K - $863K
|
34.8K
$7.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.75K- 16.66% |
$816K - $900K
|
28.8K
$6.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.15K- 12.46% |
$873K - $963K
|
43.3K
$9.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.44K- 23.99% |
$913K - $1.01M
|
20.4K
$4.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.1K- 24.39% |
$1.01M - $1.11M
|
22K
$4.82M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.4K- 1.78% |
$1.05M - $1.16M
|
408K
$89.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-7.88K- 16.02% |
$1.12M - $1.23M
|
41.3K
$9.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.34K- 9.47% |
$1.18M - $1.31M
|
79.8K
$17.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.48K- 77.33% |
$1.34M - $1.48M
|
2.78K
$608K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.84K- 4.2% |
$1.4M - $1.54M
|
225K
$49.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.4K- 2.77% |
$1.47M - $1.63M
|
365K
$79.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12.2K- 74.16% |
$1.72M - $1.9M
|
4.23K
$926K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-13K- 32.58% |
$1.85M - $2.04M
|
26.9K
$5.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.3K- 20.99% |
$1.89M - $2.08M
|
50K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.3K- 20.9% |
$2.03M - $2.24M
|
54.3K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.9K- 80.23% |
$2.69M - $2.97M
|
4.67K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19K- 51.93% |
$2.7M - $2.98M
|
17.6K
$3.86M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20.2K- 95.1% |
$2.86M - $3.16M
|
1.04K
$227K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.3K- 20.57% |
$3.02M - $3.33M
|
82.2K
$18M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-34.9K- 30.62% |
$4.95M - $5.46M
|
79.1K
$17.3M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-46.8K- 28.84% |
$6.64M - $7.32M
|
115K
$25.2M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-123K- 91.91% |
$17.5M - $19.3M
|
10.8K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-128K- 21.29% |
$18.2M - $20.1M
|
474K
$104M
|