Purchases and Sales Made in Q3 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
58+ 3.18% |
$10.8K - $12K
|
1.88K
$410K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
55+ 9.2% |
$10.2K - $11.4K
|
653
$142K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
53+ 12.59% |
$9.85K - $11K
|
474
$103K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
51+ 0.21% |
$9.48K - $10.5K
|
24.4K
$5.32M
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
49+ 10.99% |
$9.11K - $10.1K
|
495
$108K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
42+ 19.18% |
$7.81K - $8.68K
|
261
$56.9K
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
40+ 1.57% |
$7.44K - $8.27K
|
2.59K
$564K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.86% |
$7.07K - $7.85K
|
4.48K
$976K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
37New |
$6.88K - $7.65K
|
37
$8.06K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
37+ 1.95% |
$6.88K - $7.65K
|
1.94K
$422K
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
36+ 0.62% |
$6.69K - $7.44K
|
5.83K
$1.27M
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
33+ 3.14% |
$6.14K - $6.82K
|
1.08K
$236K
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
30New |
$5.58K - $6.2K
|
30
$6.54K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
27+ 2.03% |
$5.02K - $5.58K
|
1.36K
$295K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
27+ 0.17% |
$5.02K - $5.58K
|
15.6K
$3.39M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
25New |
$4.65K - $5.17K
|
25
$5.45K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
20+ 0.54% |
$3.72K - $4.13K
|
3.71K
$809K
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
19+ 0.34% |
$3.53K - $3.93K
|
5.62K
$1.22M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
19+ 0.34% |
$3.53K - $3.93K
|
5.62K
$1.22M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
18+ 0.22% |
$3.35K - $3.72K
|
8.21K
$1.79M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
17+ 0.51% |
$3.16K - $3.51K
|
3.34K
$727K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
17+ 0.66% |
$3.16K - $3.51K
|
2.58K
$563K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13+ 0.03% |
$2.42K - $2.69K
|
38.3K
$8.35M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.57% |
$2.42K - $2.69K
|
2.31K
$504K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13+ 1.03% |
$2.42K - $2.69K
|
1.27K
$277K
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
10+ 0.42% |
$1.86K - $2.07K
|
2.38K
$519K
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
10+ 0.65% |
$1.86K - $2.07K
|
1.54K
$335K
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
9+ 0.55% |
$1.67K - $1.86K
|
1.65K
$359K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
8+ 0.46% |
$1.49K - $1.65K
|
1.76K
$384K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
8+ 0.62% |
$1.49K - $1.65K
|
1.29K
$281K
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
7+ 0.1% |
$1.3K - $1.45K
|
6.87K
$1.5M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 3.65% |
$1.3K - $1.45K
|
199
$43.4K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.63% |
$1.12K - $1.24K
|
965
$210K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6+ 0.35% |
$1.12K - $1.24K
|
1.72K
$375K
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.32% |
$1.12K - $1.24K
|
1.87K
$408K
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
6+ 0.02% |
$1.12K - $1.24K
|
32.7K
$7.12M
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5+ 0.35% |
$930 - $1.03K
|
1.44K
$313K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.34% |
$930 - $1.03K
|
1.48K
$323K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
4+ 0.09% |
$744 - $827
|
4.24K
$924K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3+ 75.0% |
$558 - $620
|
7
$1.53K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$558 - $620
|
3
$654
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.8% |
$372 - $413
|
253
$55.1K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$186 - $207
|
2.6K
$566K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.36% |
$186 - $207
|
280
$61K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.29% |
$186 - $207
|
343
$74.7K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.04% |
$186 - $207
|
2.4K
$524K
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-3- 0.17% |
$558 - $620
|
1.76K
$383K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4- 0.32% |
$744 - $827
|
1.23K
$269K
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5- 0.39% |
$930 - $1.03K
|
1.27K
$276K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7- 0.65% |
$1.3K - $1.45K
|
1.06K
$231K
|