Purchases and Sales Made in Q4 2022 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.98K+ 14.24% |
$370K - $421K
|
23.9K
$5.23M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.93KNew |
$364K - $414K
|
2.93K
$640K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.86K+ 121.62% |
$355K - $404K
|
5.21K
$1.14M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.75K+ 36.41% |
$342K - $389K
|
10.3K
$2.25M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.74KNew |
$340K - $387K
|
2.74K
$598K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.71K+ 113.76% |
$337K - $384K
|
5.1K
$1.11M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.71K+ 9.65% |
$336K - $383K
|
30.8K
$6.73M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.7K+ 154.38% |
$335K - $382K
|
4.44K
$972K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.53KNew |
$314K - $357K
|
2.53K
$552K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.41K+ 32.77% |
$300K - $341K
|
9.76K
$2.14M
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.39KNew |
$298K - $339K
|
2.39K
$524K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.18K+ 1.07% |
$271K - $308K
|
206K
$45M
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.15KNew |
$267K - $304K
|
2.15K
$469K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.85K+ 14.45% |
$230K - $262K
|
14.7K
$3.21M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.8K+ 10.79% |
$224K - $255K
|
18.5K
$4.05M
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.75KNew |
$218K - $248K
|
1.75K
$383K
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.75KNew |
$217K - $247K
|
1.75K
$382K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.71KNew |
$213K - $242K
|
1.71K
$375K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.61K+ 33.15% |
$200K - $227K
|
6.45K
$1.41M
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.56KNew |
$193K - $220K
|
1.56K
$340K
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.54KNew |
$192K - $218K
|
1.54K
$338K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.53KNew |
$190K - $216K
|
1.53K
$334K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.52KNew |
$189K - $215K
|
1.52K
$333K
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.52KNew |
$189K - $215K
|
1.52K
$333K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.49K+ 56.85% |
$186K - $211K
|
4.12K
$901K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.46K+ 99.93% |
$182K - $207K
|
2.93K
$640K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.33KNew |
$166K - $189K
|
1.33K
$292K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.3K+ 3095.24% |
$162K - $184K
|
1.34K
$294K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.3K+ 4.35% |
$161K - $183K
|
31.1K
$6.8M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.24K+ 20.93% |
$154K - $175K
|
7.14K
$1.56M
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.2KNew |
$150K - $170K
|
1.2K
$263K
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.15K+ 16.96% |
$143K - $163K
|
7.96K
$1.74M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.03K+ 7.74% |
$128K - $145K
|
14.3K
$3.13M
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.01K+ 17.08% |
$125K - $142K
|
6.9K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 8.2% |
$124K - $141K
|
13.2K
$2.89M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
927+ 51.3% |
$115K - $131K
|
2.73K
$598K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
889New |
$111K - $126K
|
889
$194K
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
794+ 2.76% |
$98.7K - $112K
|
29.5K
$6.46M
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
785+ 2.18% |
$97.6K - $111K
|
36.8K
$8.05M
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
780+ 42.62% |
$97K - $110K
|
2.61K
$571K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
702+ 30.76% |
$87.3K - $99.3K
|
2.98K
$653K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
700+ 20.41% |
$87K - $99K
|
4.13K
$903K
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
686+ 0.91% |
$85.3K - $97.1K
|
76K
$16.6M
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
678+ 1.37% |
$84.3K - $95.9K
|
50.1K
$11M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
615+ 49.72% |
$76.5K - $87K
|
1.85K
$405K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
604+ 20.29% |
$75.1K - $85.5K
|
3.58K
$783K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
570New |
$70.9K - $80.6K
|
570
$125K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
555+ 0.75% |
$69K - $78.5K
|
74.9K
$16.4M
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
500New |
$62.2K - $70.7K
|
500
$109K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
493New |
$61.3K - $69.8K
|
493
$108K
|