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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.68K- 24.13% |
$336K - $396K
|
5.29K
$1.84M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.68K- 18.76% |
$336K - $396K
|
7.29K
$2.54M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.75K- 40.21% |
$350K - $413K
|
2.61K
$909K
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.78K- 8.11% |
$355K - $418K
|
20.1K
$7.02M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.91K- 2.0% |
$382K - $450K
|
93.7K
$32.7M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.98K- 2.28% |
$395K - $465K
|
84.7K
$29.6M
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.17K- 3.4% |
$434K - $511K
|
61.8K
$21.5M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.49K- 4.21% |
$498K - $586K
|
56.7K
$19.8M
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.52K- 38.42% |
$504K - $593K
|
4.04K
$1.41M
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-2.57K- 8.05% |
$513K - $604K
|
29.3K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.65K- 6.36% |
$530K - $625K
|
39.1K
$13.6M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.68K- 28.44% |
$535K - $631K
|
6.75K
$2.35M
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-2.94K- 4.19% |
$587K - $691K
|
67.2K
$23.4M
|
|
Aug 14, 2023
Q2 2023
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-2.97K- 5.92% |
$594K - $700K
|
47.2K
$16.5M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.15K- 0.93% |
$630K - $742K
|
337K
$118M
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-3.21K- 10.36% |
$641K - $755K
|
27.7K
$9.67M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.44K- 57.93% |
$687K - $809K
|
2.5K
$871K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.45K- 2.48% |
$689K - $811K
|
136K
$47.3M
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.48K- 10.98% |
$696K - $820K
|
28.2K
$9.85M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.66K- 29.09% |
$732K - $862K
|
8.92K
$3.11M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.67K- 80.75% |
$733K - $864K
|
875
$305K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.69K- 99.25% |
$737K - $869K
|
28
$9.76K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.09K- 2.59% |
$818K - $963K
|
154K
$53.8M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.11K- 7.63% |
$820K - $966K
|
49.7K
$17.3M
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.22K- 49.68% |
$844K - $994K
|
4.28K
$1.49M
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.98K- 7.58% |
$995K - $1.17M
|
60.7K
$21.2M
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.31K- 4.24% |
$1.06M - $1.25M
|
120K
$41.9M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.34K- 45.37% |
$1.07M - $1.26M
|
6.44K
$2.24M
|
|
Jul 13, 2023
Q2 2023
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-5.47K- 5.82% |
$1.09M - $1.29M
|
88.5K
$30.9M
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-5.5K- 10.05% |
$1.1M - $1.3M
|
49.3K
$17.2M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.98K- 46.17% |
$1.19M - $1.41M
|
6.97K
$2.43M
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-6.37K- 18.37% |
$1.27M - $1.5M
|
28.3K
$9.86M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-8.33K- 12.83% |
$1.66M - $1.96M
|
56.6K
$19.7M
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-8.97K- 84.76% |
$1.79M - $2.11M
|
1.61K
$562K
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-9.13K- 0.24% |
$1.82M - $2.15M
|
3.82M
$1.33B
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.5K- 0.5% |
$1.9M - $2.23M
|
1.89M
$657M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.72K- 64.53% |
$1.94M - $2.29M
|
5.34K
$1.86M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.73K- 33.93% |
$1.94M - $2.29M
|
18.9K
$6.61M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10K- 11.1% |
$2M - $2.36M
|
80.4K
$28M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 4.82% |
$2.08M - $2.45M
|
205K
$71.6M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11K- 9.4% |
$2.2M - $2.59M
|
106K
$37M
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-13.4K- 10.9% |
$2.69M - $3.16M
|
110K
$38.3M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-15.3K- 12.5% |
$3.05M - $3.59M
|
107K
$37.3M
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.4K- 47.08% |
$3.07M - $3.62M
|
17.3K
$6.03M
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-16.2K- 14.92% |
$3.23M - $3.8M
|
92.1K
$32.1M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.3K- 18.12% |
$3.45M - $4.07M
|
78.1K
$27.2M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.3K- 15.56% |
$3.85M - $4.53M
|
105K
$36.5M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.3K- 15.56% |
$3.85M - $4.53M
|
105K
$36.5M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 7.73% |
$3.87M - $4.56M
|
231K
$80.6M
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.9K- 6.21% |
$4.78M - $5.62M
|
361K
$126M
|