Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 2024. 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 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
45.5KNew |
$9.3M - $10M
|
45.5K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
23.4KNew |
$4.77M - $5.14M
|
23.4K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.4K+ 48.58% |
$2.34M - $2.52M
|
35K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.4K+ 61.45% |
$2.13M - $2.29M
|
27.3K
$6.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
6.04KNew |
$1.23M - $1.33M
|
6.04K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6KNew |
$1.23M - $1.32M
|
6K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.98K+ 8.45% |
$1.02M - $1.1M
|
63.9K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.27K+ 6.5% |
$871K - $940K
|
69.9K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.9K+ 71.97% |
$593K - $639K
|
6.93K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.88KNew |
$589K - $635K
|
2.88K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.32K+ 3.28% |
$475K - $512K
|
73.1K
$16.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 4.12% |
$283K - $305K
|
35K
$7.72M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.11K+ 9.67% |
$226K - $244K
|
12.6K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.08K+ 4.4% |
$221K - $238K
|
25.7K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.02KNew |
$209K - $225K
|
1.02K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
916+ 35.77% |
$187K - $202K
|
3.48K
$767K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
785+ 2.05% |
$160K - $173K
|
39.1K
$8.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
784+ 8.42% |
$160K - $173K
|
10.1K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
509+ 2.51% |
$104K - $112K
|
20.8K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
500+ 15.52% |
$102K - $110K
|
3.72K
$820K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
495+ 13.12% |
$101K - $109K
|
4.27K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
482+ 7.13% |
$98.4K - $106K
|
7.24K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
271+ 2.68% |
$55.3K - $59.7K
|
10.4K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
252+ 3.07% |
$51.5K - $55.5K
|
8.46K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
250+ 1.58% |
$51.1K - $55K
|
16.1K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
234+ 3.79% |
$47.8K - $51.5K
|
6.41K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
225+ 0.56% |
$45.9K - $49.5K
|
40.1K
$8.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
201+ 13.26% |
$41K - $44.3K
|
1.72K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
199New |
$40.6K - $43.8K
|
199
$43.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
149+ 5.22% |
$30.4K - $32.8K
|
3K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
147+ 0.27% |
$30K - $32.4K
|
55K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
141New |
$28.8K - $31K
|
141
$31.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
115New |
$23.5K - $25.3K
|
115
$25.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
108+ 2.55% |
$22.1K - $23.8K
|
4.35K
$959K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64+ 6.63% |
$13.1K - $14.1K
|
1.03K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
42+ 0.35% |
$8.58K - $9.25K
|
12.1K
$2.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42+ 3.64% |
$8.58K - $9.25K
|
1.2K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
29+ 0.09% |
$5.92K - $6.39K
|
31.7K
$6.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
26+ 0.48% |
$5.31K - $5.72K
|
5.46K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
23+ 766.67% |
$4.7K - $5.06K
|
26
$5.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
18+ 1.66% |
$3.68K - $3.96K
|
1.1K
$243K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 36.0% |
$3.68K - $3.96K
|
68
$15K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16+ 1.02% |
$3.27K - $3.52K
|
1.59K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10New |
$2.04K - $2.2K
|
10
$2.21K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 0.27% |
$2.04K - $2.2K
|
3.72K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
5+ 0.3% |
$1.02K - $1.1K
|
1.65K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.04% |
$1.02K - $1.1K
|
13.9K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3+ 0.1% |
$613 - $661
|
2.89K
$637K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3+ 0.29% |
$613 - $661
|
1.02K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.23% |
$613 - $661
|
1.29K
$285K
|