Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.5K+ 136.55% |
$928K - $1.12M
|
9.53K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.22K+ 7.93% |
$880K - $1.07M
|
71K
$24.7M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.19K+ 3.39% |
$876K - $1.06M
|
158K
$55.1M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.94K+ 48.4% |
$834K - $1.01M
|
15.2K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.73KNew |
$798K - $967K
|
4.73K
$1.65M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.73K+ 7.23% |
$798K - $967K
|
70.2K
$24.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.55K+ 56.61% |
$767K - $930K
|
12.6K
$4.38M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.49KNew |
$757K - $918K
|
4.49K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.22K+ 6490.77% |
$712K - $863K
|
4.28K
$1.49M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.22K+ 6490.77% |
$712K - $863K
|
4.28K
$1.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.6KNew |
$607K - $736K
|
3.6K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.55K+ 2113.69% |
$599K - $726K
|
3.72K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.45K+ 48.98% |
$582K - $705K
|
10.5K
$3.65M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.2K+ 7.84% |
$541K - $655K
|
44.1K
$15.3M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.11KNew |
$525K - $637K
|
3.11K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
3.05K+ 47.49% |
$515K - $625K
|
9.49K
$3.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.05KNew |
$515K - $624K
|
3.05K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.93KNew |
$494K - $599K
|
2.93K
$1.02M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.86K+ 169.73% |
$482K - $585K
|
4.55K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.86KNew |
$482K - $584K
|
2.86K
$994K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.84K+ 1.15% |
$479K - $581K
|
250K
$87.2M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.83KNew |
$478K - $579K
|
2.83K
$986K
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.64K+ 4.11% |
$445K - $539K
|
66.7K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.5KNew |
$421K - $511K
|
2.5K
$870K
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.44K+ 4.76% |
$411K - $498K
|
53.6K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.32K+ 2.3% |
$391K - $473K
|
103K
$35.8M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.15KNew |
$363K - $440K
|
2.15K
$749K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
2.12K+ 9.15% |
$357K - $433K
|
25.2K
$8.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.11K+ 13.16% |
$355K - $430K
|
18.1K
$6.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.87K+ 17.34% |
$315K - $382K
|
12.6K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.82K+ 13.2% |
$306K - $371K
|
15.6K
$5.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.81K+ 2.1% |
$306K - $371K
|
88.3K
$30.7M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.81K+ 1.46% |
$305K - $370K
|
125K
$43.6M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.76KNew |
$296K - $359K
|
1.76K
$611K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.7KNew |
$286K - $347K
|
1.7K
$591K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.68K+ 3.61% |
$284K - $344K
|
48.3K
$16.8M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.64K+ 11.09% |
$277K - $335K
|
16.4K
$5.72M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 93.19% |
$273K - $330K
|
3.35K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.61K+ 10.98% |
$272K - $329K
|
16.3K
$5.67M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.57KNew |
$265K - $321K
|
1.57K
$547K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.56K+ 1.21% |
$263K - $318K
|
131K
$45.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.54KNew |
$259K - $314K
|
1.54K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.52K+ 1.42% |
$257K - $311K
|
108K
$37.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.49KNew |
$251K - $305K
|
1.49K
$519K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.47K+ 42.15% |
$248K - $301K
|
4.96K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.46KNew |
$246K - $299K
|
1.46K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.44KNew |
$244K - $295K
|
1.44K
$503K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.44K+ 121.66% |
$243K - $294K
|
2.62K
$912K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.44KNew |
$242K - $294K
|
1.44K
$500K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$236K - $287K
|
1.4K
$488K
|