Purchases and Sales Made in Q1 2024 in Vanguard Mega Cap Growth ETF (MGK)
This table provides information about the institutional ownership of Vanguard Mega Cap Growth ETF (MGK) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$251 - $289
|
1.08K
$333K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 33.33% |
$251 - $289
|
4
$1.24K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1+ 0.03% |
$251 - $289
|
2.89K
$896K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.08% |
$251 - $289
|
1.29K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.03% |
$251 - $289
|
3.59K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$251 - $289
|
1.18K
$366K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.1% |
$251 - $289
|
1.02K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.12% |
$251 - $289
|
827
$256K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$251 - $289
|
1.17K
$361K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.01% |
$251 - $289
|
100
$31K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$251 - $289
|
1K
$310K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1+ 0.1% |
$251 - $289
|
981
$304K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.11% |
$251 - $289
|
895
$277K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1- 0.12% |
$251 - $289
|
814
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-1- 0.07% |
$251 - $289
|
1.43K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1- 0.06% |
$251 - $289
|
1.55K
$479K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.08% |
$503 - $579
|
2.4K
$742K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 0.35% |
$503 - $579
|
569
$176K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$1.01K - $1.16K
|
3.1K
$961K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.28% |
$1.01K - $1.16K
|
1.41K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.04% |
$1.01K - $1.16K
|
10.6K
$3.29M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7- 0.28% |
$1.76K - $2.03K
|
2.51K
$777K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-10- 0.22% |
$2.51K - $2.89K
|
4.55K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-10- 0.41% |
$2.51K - $2.89K
|
2.41K
$745K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 1.02% |
$2.51K - $2.89K
|
968
$300K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13- 0.38% |
$3.27K - $3.76K
|
3.44K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-15- 37.5% |
$3.77K - $4.34K
|
25
$7.74K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-15- 0.76% |
$3.77K - $4.34K
|
1.97K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15- 0.57% |
$3.77K - $4.34K
|
2.62K
$811K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-16- 1.97% |
$4.02K - $4.63K
|
798
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-16- 34.04% |
$4.02K - $4.63K
|
31
$9.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 0.17% |
$4.78K - $5.5K
|
11.4K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-20- 3.68% |
$5.03K - $5.79K
|
523
$162K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-20- 1.11% |
$5.03K - $5.79K
|
1.78K
$552K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-22- 1.17% |
$5.53K - $6.37K
|
1.86K
$576K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-23- 0.9% |
$5.78K - $6.66K
|
2.53K
$784K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-23- 1.66% |
$5.78K - $6.66K
|
1.36K
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-28- 0.41% |
$7.04K - $8.1K
|
6.72K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-28- 3.2% |
$7.04K - $8.1K
|
846
$262K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-28- 0.46% |
$7.04K - $8.1K
|
6.07K
$1.88M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-29- 0.05% |
$7.29K - $8.39K
|
62.3K
$19.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-30- 0.6% |
$7.54K - $8.68K
|
4.96K
$1.53M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-32- 0.34% |
$8.05K - $9.26K
|
9.3K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-34- 2.65% |
$8.55K - $9.84K
|
1.25K
$386K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-34- 7.44% |
$8.55K - $9.84K
|
423
$131K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-35- 24.31% |
$8.8K - $10.1K
|
109
$33.7K
|
|
|
Aug 28, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-37- 3.08% |
$9.3K - $10.7K
|
1.16K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
SELL
|
- |
-37- 18.88% |
$9.3K - $10.7K
|
159
$49.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-39- 4.41% |
$9.81K - $11.3K
|
845
$262K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-43- 1.83% |
$10.8K - $12.4K
|
2.31K
$714K
|