Purchases and Sales Made in Q2 2023 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
533+ 31.41% |
$106K - $125K
|
2.23K
$778K
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
508+ 2.01% |
$102K - $120K
|
25.8K
$8.98M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
505+ 87.67% |
$101K - $119K
|
1.08K
$377K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
500+ 49.7% |
$99.9K - $118K
|
1.51K
$525K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
477New |
$95.3K - $112K
|
477
$166K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
445New |
$88.9K - $105K
|
445
$155K
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
430New |
$85.9K - $101K
|
430
$150K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
429New |
$85.7K - $101K
|
429
$150K
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
405+ 44.85% |
$80.9K - $95.3K
|
1.31K
$456K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
395+ 43.12% |
$78.9K - $93K
|
1.31K
$457K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
378+ 11.75% |
$75.5K - $89K
|
3.6K
$1.25M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
367+ 1.33% |
$73.3K - $86.4K
|
27.9K
$9.72M
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
362+ 3.02% |
$72.3K - $85.2K
|
12.4K
$4.31M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
355+ 9.07% |
$70.9K - $83.5K
|
4.27K
$1.49M
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
339+ 0.93% |
$67.7K - $79.8K
|
36.9K
$12.9M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
331+ 18.33% |
$66.1K - $77.9K
|
2.14K
$745K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
329+ 1.61% |
$65.7K - $77.4K
|
20.7K
$7.22M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
306+ 15.86% |
$61.1K - $72K
|
2.24K
$779K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
301New |
$60.1K - $70.8K
|
301
$105K
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
300+ 5.02% |
$59.9K - $70.6K
|
6.28K
$2.19M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
300+ 6.04% |
$59.9K - $70.6K
|
5.26K
$1.84M
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
281+ 20.1% |
$56.1K - $66.1K
|
1.68K
$585K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
257+ 21.22% |
$51.4K - $60.5K
|
1.47K
$512K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
250+ 3.6% |
$50K - $58.8K
|
7.19K
$2.51M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
202+ 13.99% |
$40.4K - $47.5K
|
1.65K
$574K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
200New |
$40K - $47.1K
|
200
$69.7K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
189+ 5.29% |
$37.8K - $44.5K
|
3.76K
$1.31M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
176New |
$35.2K - $41.4K
|
176
$61.4K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
174+ 6.11% |
$34.8K - $40.9K
|
3.02K
$1.05M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
159+ 4.78% |
$31.8K - $37.4K
|
3.49K
$1.22M
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
157+ 0.7% |
$31.4K - $36.9K
|
22.4K
$7.82M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
150+ 10.44% |
$30K - $35.3K
|
1.59K
$553K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
148+ 5.5% |
$29.6K - $34.8K
|
2.84K
$990K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
142+ 13.38% |
$28.4K - $33.4K
|
1.2K
$419K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
141+ 9.32% |
$28.2K - $33.2K
|
1.65K
$577K
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
132+ 0.41% |
$26.4K - $31.1K
|
32.5K
$11.3M
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
127New |
$25.4K - $29.9K
|
127
$44.3K
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
116+ 9.59% |
$23.2K - $27.3K
|
1.33K
$462K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
116+ 2.1% |
$23.2K - $27.3K
|
5.65K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
115+ 2.51% |
$23K - $27.1K
|
4.69K
$1.64M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
110+ 10.83% |
$22K - $25.9K
|
1.13K
$393K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
110+ 0.66% |
$22K - $25.9K
|
16.8K
$5.86M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
110+ 0.3% |
$22K - $25.9K
|
37.2K
$13M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
110+ 10.63% |
$22K - $25.9K
|
1.15K
$399K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
108+ 4.26% |
$21.6K - $25.4K
|
2.65K
$922K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
105+ 4.07% |
$21K - $24.7K
|
2.68K
$935K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
91+ 61.07% |
$18.2K - $21.4K
|
240
$83.7K
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
90+ 0.46% |
$18K - $21.2K
|
19.6K
$6.82M
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
87+ 0.81% |
$17.4K - $20.5K
|
10.8K
$3.78M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
84New |
$16.8K - $19.8K
|
84
$29.3K
|