Purchases and Sales Made in Q3 2023 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q3 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 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16Closed |
$2.42K - $2.59K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-20- 5.52% |
$3.03K - $3.24K
|
342
$71.8K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20- 0.1% |
$3.03K - $3.24K
|
20.5K
$4.3M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21- 0.2% |
$3.18K - $3.4K
|
10.2K
$2.15M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-24- 1.0% |
$3.63K - $3.88K
|
2.38K
$498K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26- 0.55% |
$3.93K - $4.21K
|
4.72K
$989K
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-30- 0.45% |
$4.54K - $4.85K
|
6.6K
$1.38M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-40- 3.85% |
$6.05K - $6.47K
|
1K
$210K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-46- 0.8% |
$6.96K - $7.44K
|
5.68K
$1.19M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-49- 0.86% |
$7.41K - $7.93K
|
5.66K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-51- 1.09% |
$7.72K - $8.25K
|
4.62K
$969K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55- 0.88% |
$8.32K - $8.9K
|
6.19K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-60- 3.5% |
$9.08K - $9.71K
|
1.65K
$347K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-63- 3.15% |
$9.53K - $10.2K
|
1.93K
$406K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-70- 0.37% |
$10.6K - $11.3K
|
19K
$3.99M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-73- 1.79% |
$11K - $11.8K
|
4K
$840K
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-76- 3.36% |
$11.5K - $12.3K
|
2.18K
$458K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-83- 64.34% |
$12.6K - $13.4K
|
46
$9.65K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-85- 0.17% |
$12.9K - $13.8K
|
49.3K
$10.3M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-86- 3.09% |
$13K - $13.9K
|
2.7K
$566K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-87- 1.11% |
$13.2K - $14.1K
|
7.73K
$1.62M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-90- 20.45% |
$13.6K - $14.6K
|
350
$73.5K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-90- 4.1% |
$13.6K - $14.6K
|
2.11K
$442K
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-92- 0.61% |
$13.9K - $14.9K
|
14.9K
$3.13M
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 3.63% |
$14.2K - $15.2K
|
2.49K
$523K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-102- 1.69% |
$15.4K - $16.5K
|
5.93K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-108- 13.92% |
$16.3K - $17.5K
|
668
$140K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-120- 7.42% |
$18.2K - $19.4K
|
1.5K
$314K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 5.64% |
$22.7K - $24.3K
|
2.51K
$527K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-247- 1.5% |
$37.4K - $40K
|
16.3K
$3.41M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-250- 14.29% |
$37.8K - $40.5K
|
1.5K
$315K
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-260- 7.51% |
$39.3K - $42.1K
|
3.2K
$672K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-324- 11.63% |
$49K - $52.4K
|
2.46K
$517K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-326- 4.47% |
$49.3K - $52.7K
|
6.97K
$1.46M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-342- 0.51% |
$51.7K - $55.3K
|
66.3K
$13.9M
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-350- 3.03% |
$53K - $56.6K
|
11.2K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-379- 3.77% |
$57.3K - $61.3K
|
9.68K
$2.03M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-425- 2.5% |
$64.3K - $68.8K
|
16.6K
$3.48M
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-436- 3.14% |
$66K - $70.5K
|
13.5K
$2.83M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-437- 19.16% |
$66.1K - $70.7K
|
1.84K
$387K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-437- 22.22% |
$66.1K - $70.7K
|
1.53K
$321K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-438- 1.39% |
$66.3K - $70.9K
|
31.2K
$6.54M
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-450- 16.29% |
$68.1K - $72.8K
|
2.31K
$485K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-452- 12.31% |
$68.4K - $73.1K
|
3.22K
$676K
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-462- 2.86% |
$69.9K - $74.8K
|
15.7K
$3.29M
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-489- 7.83% |
$74K - $79.1K
|
5.75K
$1.21M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-539- 4.98% |
$81.6K - $87.2K
|
10.3K
$2.16M
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-559- 2.07% |
$84.6K - $90.4K
|
26.5K
$5.56M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-574- 0.33% |
$86.8K - $92.9K
|
172K
$36.1M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-637- 3.55% |
$96.4K - $103K
|
17.3K
$3.63M
|