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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-639- 20.39% |
$96.7K - $103K
|
2.5K
$524K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-655- 29.31% |
$99.1K - $106K
|
1.58K
$332K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-840- 0.17% |
$127K - $136K
|
505K
$106M
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-908- 3.37% |
$137K - $147K
|
26K
$5.46M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.04K- 11.79% |
$157K - $168K
|
7.78K
$1.63M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.06K- 4.41% |
$160K - $171K
|
22.9K
$4.81M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.09K- 6.28% |
$164K - $176K
|
16.2K
$3.4M
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.15K- 19.96% |
$174K - $186K
|
4.61K
$967K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.23K- 8.75% |
$185K - $198K
|
12.8K
$2.68M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.24K- 11.13% |
$187K - $200K
|
9.87K
$2.07M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.53K- 7.51% |
$232K - $248K
|
18.9K
$3.96M
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.81K- 4.39% |
$274K - $293K
|
39.5K
$8.29M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.88K- 17.83% |
$284K - $304K
|
8.65K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.98K- 4.04% |
$300K - $321K
|
47.1K
$9.89M
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.15K- 50.83% |
$326K - $348K
|
2.08K
$437K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 0.97% |
$330K - $353K
|
222K
$46.7M
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.23K- 2.08% |
$337K - $360K
|
105K
$22M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.48K- 70.94% |
$376K - $402K
|
1.02K
$213K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.55K- 7.61% |
$385K - $412K
|
30.9K
$6.49M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.55K- 3.22% |
$385K - $412K
|
76.5K
$16.1M
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 0.83% |
$394K - $421K
|
312K
$65.4M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.7K- 3.29% |
$408K - $437K
|
79.5K
$16.7M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.76K- 12.55% |
$418K - $447K
|
19.3K
$4.04M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.01K- 10.45% |
$455K - $486K
|
25.8K
$5.41M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.01K- 11.35% |
$455K - $487K
|
23.5K
$4.93M
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.36K- 60.37% |
$508K - $543K
|
2.2K
$462K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.88K- 2.42% |
$587K - $628K
|
156K
$32.8M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.91K- 26.95% |
$592K - $633K
|
10.6K
$2.22M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.07K- 2.29% |
$616K - $659K
|
174K
$36.6M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.24K- 1.85% |
$642K - $686K
|
225K
$47.2M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.5K- 21.56% |
$680K - $727K
|
16.4K
$3.43M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.29K- 84.14% |
$801K - $856K
|
997
$209K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.42K- 96.44% |
$820K - $876K
|
200
$42K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.08K- 1.58% |
$919K - $983K
|
378K
$79.4M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.24K- 28.44% |
$944K - $1.01M
|
15.7K
$3.29M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.66K- 1.83% |
$1.01M - $1.08M
|
358K
$75.1M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.12K- 69.01% |
$1.08M - $1.15M
|
3.2K
$671K
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 7.0% |
$1.11M - $1.19M
|
97.8K
$20.5M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-8.1K- 1.84% |
$1.23M - $1.31M
|
433K
$90.8M
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-11.5K- 2.15% |
$1.74M - $1.86M
|
525K
$110M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13K- 14.16% |
$1.96M - $2.1M
|
78.6K
$16.5M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-15K- 12.98% |
$2.27M - $2.42M
|
100K
$21.1M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.9K- 12.0% |
$2.71M - $2.9M
|
132K
$27.6M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20.3K- 13.0% |
$3.07M - $3.28M
|
136K
$28.5M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.6K- 10.99% |
$3.42M - $3.65M
|
183K
$38.4M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.2K- 10.59% |
$7.6M - $8.12M
|
424K
$88.9M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-591K- 99.71% |
$89.5M - $95.7M
|
1.7K
$356K
|