Purchases and Sales Made in Q1 2024 in Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.79KNew |
$631K - $709K
|
3.79K
$826K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
3.77KNew |
$627K - $705K
|
3.77K
$822K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.73K+ 7.33% |
$620K - $697K
|
54.5K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.7K+ 88.07% |
$615K - $692K
|
7.9K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
3.64K+ 5.44% |
$606K - $681K
|
70.6K
$15.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.59KNew |
$598K - $672K
|
3.59K
$783K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55KNew |
$591K - $665K
|
3.55K
$774K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.43K+ 22.9% |
$571K - $642K
|
18.4K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.1K+ 0.73% |
$516K - $580K
|
425K
$92.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.08K+ 47.31% |
$512K - $575K
|
9.58K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.96KNew |
$492K - $554K
|
2.96K
$645K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.89KNew |
$480K - $540K
|
2.89K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.84KNew |
$473K - $531K
|
2.84K
$619K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.74K+ 10.64% |
$455K - $512K
|
28.5K
$6.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.66K+ 119.18% |
$443K - $497K
|
4.89K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.55KNew |
$424K - $476K
|
2.55K
$555K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
2.54K+ 9.01% |
$422K - $475K
|
30.7K
$6.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.43K+ 1.35% |
$405K - $455K
|
182K
$39.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.41K+ 2.46% |
$401K - $450K
|
100K
$21.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 5.43% |
$392K - $440K
|
45.7K
$9.96M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.11K+ 37.87% |
$350K - $394K
|
7.66K
$1.67M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.07K+ 5.06% |
$345K - $387K
|
43K
$9.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.07K+ 83.52% |
$344K - $387K
|
4.54K
$989K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.06KNew |
$342K - $384K
|
2.06K
$448K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2KNew |
$333K - $374K
|
2K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2K+ 3.41% |
$333K - $374K
|
60.7K
$13.2M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.92KNew |
$319K - $358K
|
1.92K
$417K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.91KNew |
$318K - $357K
|
1.91K
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.9K+ 5.2% |
$317K - $356K
|
38.5K
$8.39M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.9K+ 7303.85% |
$316K - $355K
|
1.93K
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.69KNew |
$282K - $317K
|
1.69K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 5.92% |
$264K - $296K
|
28.3K
$6.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.56K+ 3.83% |
$260K - $292K
|
42.3K
$9.22M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.52KNew |
$254K - $285K
|
1.52K
$332K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.48KNew |
$246K - $276K
|
1.48K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.46KNew |
$243K - $273K
|
1.46K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.33K+ 10.43% |
$221K - $249K
|
14.1K
$3.07M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.3KNew |
$216K - $243K
|
1.3K
$283K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.29K+ 42.05% |
$215K - $242K
|
4.37K
$952K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27KNew |
$212K - $238K
|
1.27K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.24K+ 74.7% |
$206K - $232K
|
2.9K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.24KNew |
$206K - $231K
|
1.24K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.24KNew |
$206K - $231K
|
1.24K
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 70.54% |
$201K - $226K
|
2.92K
$637K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.21KNew |
$201K - $226K
|
1.21K
$263K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
1.16KNew |
$192K - $216K
|
1.16K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.15KNew |
$192K - $215K
|
1.15K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$186K - $209K
|
1.12K
$243K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.11KNew |
$184K - $207K
|
1.11K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1KNew |
$183K - $206K
|
1.1K
$240K
|