Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.07K+ 59.18% |
$626K - $675K
|
8.24K
$1.65M
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3.03KNew |
$619K - $668K
|
3.03K
$608K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3KNew |
$613K - $661K
|
3K
$601K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.9K+ 71.97% |
$593K - $639K
|
6.93K
$1.39M
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
2.88KNew |
$589K - $635K
|
2.88K
$577K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.86K+ 1097.32% |
$585K - $631K
|
3.13K
$626K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.8K+ 4.3% |
$572K - $617K
|
67.9K
$13.6M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.68K+ 92.84% |
$548K - $591K
|
5.57K
$1.12M
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.63KNew |
$536K - $578K
|
2.63K
$526K
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.52KNew |
$514K - $554K
|
2.52K
$504K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.38KNew |
$485K - $523K
|
2.38K
$476K
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.34K+ 1.86% |
$478K - $516K
|
128K
$25.7M
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
2.32K+ 3.28% |
$475K - $512K
|
73.1K
$14.6M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.26K+ 36.45% |
$461K - $497K
|
8.45K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.19K+ 2.65% |
$446K - $481K
|
84.7K
$17M
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
2.06KNew |
$420K - $453K
|
2.06K
$412K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.04K+ 97.89% |
$417K - $450K
|
4.13K
$828K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.79K+ 1.86% |
$365K - $394K
|
97.9K
$19.6M
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.68KNew |
$342K - $369K
|
1.68K
$336K
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.57KNew |
$321K - $347K
|
1.57K
$315K
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.56KNew |
$318K - $343K
|
1.56K
$312K
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1.52KNew |
$311K - $336K
|
1.52K
$305K
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.52KNew |
$310K - $334K
|
1.52K
$304K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.52K+ 3.45% |
$310K - $334K
|
45.6K
$9.13M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.5KNew |
$306K - $330K
|
1.5K
$300K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.48K+ 6.12% |
$303K - $327K
|
25.7K
$5.15M
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.47KNew |
$299K - $323K
|
1.47K
$294K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.44K+ 1.55% |
$293K - $316K
|
94K
$18.8M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 4.12% |
$283K - $305K
|
35K
$7.01M
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.37KNew |
$279K - $301K
|
1.37K
$273K
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1.31K+ 4366.67% |
$268K - $288K
|
1.34K
$268K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.22KNew |
$249K - $268K
|
1.22K
$244K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$243K - $262K
|
1.19K
$238K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 8.74% |
$240K - $259K
|
14.6K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.17K+ 15.28% |
$239K - $258K
|
8.84K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.11K+ 9.67% |
$226K - $244K
|
12.6K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.08K+ 4.4% |
$221K - $238K
|
25.7K
$5.15M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.02KNew |
$209K - $225K
|
1.02K
$205K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.01KNew |
$205K - $222K
|
1.01K
$202K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
992+ 335.14% |
$203K - $218K
|
1.29K
$258K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
982New |
$201K - $216K
|
982
$197K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
973New |
$199K - $214K
|
973
$195K
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
963+ 62.61% |
$197K - $212K
|
2.5K
$501K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
961New |
$196K - $212K
|
961
$192K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
956New |
$195K - $210K
|
956
$191K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
928+ 2.84% |
$190K - $204K
|
33.6K
$6.73M
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
916+ 35.77% |
$187K - $202K
|
3.48K
$696K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
899New |
$184K - $198K
|
899
$180K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
860+ 7.03% |
$176K - $189K
|
13.1K
$2.62M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
785+ 2.05% |
$160K - $173K
|
39.1K
$7.83M
|