Institutional Ownership Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC). We have compiled data on the 450 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33,544
shares
|
$7.38 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
32,684
shares
|
$7.19 Million
1.23% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
31,662
shares
|
$6.96 Million
2.46% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
29,476
shares
|
$6.48 Million
0.58% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
29,287
shares
|
$6.44 Million
2.44% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
27,343
shares
|
$6.01 Million
2.76% of portfolio
|
Q4 2024
Added 61.45%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
26,347
shares
|
$5.79 Million
2.78% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
25,759
shares
|
$5.66 Million
0.23% of portfolio
|
Q3 2024
Added 28.63%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
25,718
shares
|
$5.66 Million
0.32% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,587
shares
|
$5.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
24,898
shares
|
$5.48 Million
0.11% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,433
shares
|
$5.37 Million
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,234
shares
|
$5.33 Million
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,221
shares
|
$5.33 Million
0.03% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
23,889
shares
|
$5.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
23,361
shares
|
$5.14 Million
5.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,948
shares
|
$5.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
22,855
shares
|
$5.03 Million
0.27% of portfolio
|
Q4 2022
Reduced 3.12%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
22,850
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
22,280
shares
|
$4.9 Million
0.52% of portfolio
|
Q4 2023
Reduced 26.6%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
20,796
shares
|
$4.57 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
20,786
shares
|
$4.57 Million
1.44% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
20,631
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
20,144
shares
|
$4.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
19,746
shares
|
$4.34 Million
0.35% of portfolio
|
Q3 2024
Added 9.49%
|