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Get Institutions for : 
Vanguard Mega Cap 300 Gr Index ETF (MGK)  
$277.92 5.11 (1.87%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 693    26
Total shares held : 
 33,001,928  
% of shares held : 
 64.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   92  
Amount of shares held : 
 66,246  
% of shares held change : 
   0.13%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $229.16  
Last Quarter's Ending Price : 
 $259.51  
Last Quarter's Average Price : 
 $242.60  
Change from last quarter's     
avg. price to the last closing  : 
35.32 (14.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
71
 553,235
 1.68%
 
Increased Positions :
268
 1,598,749
 4.84%
 
Unchanged Positions :
152
 514,973
 1.56%
 
Decreased Positions :
202
-1,626,039
-4.93%
 
Closed Positions :
45
-459,699
-1.39%
 
Guru Positions :
1
8,351
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1 - 2024-03-31 6,879,652 $1,971,777,000 -11,042
   Cassaday & Co Wealth Management LLC 1 - 2024-03-31 3,504,773 $1,004,503,000 -222,362
   BANK OF AMERICA CORP /DE/ 341 - 2024-03-31 1,758,645 $504,045,000 -154
   MORGAN STANLEY 438 - 2024-03-31 1,754,446 $502,842,000 29,299
   LINCOLN NATIONAL CORP 2 - 2024-03-31 925,763 $265,333,000 -16,927
   LPL FINANCIAL CORP 141 - 2024-03-31 891,522 $255,519,000 41,715
   WELLS FARGO & CO/MN 245 - 2024-03-31 888,044 $254,522,000 -439
   ENVESTNET ASSET MANAGEMENT INC 219 - 2024-03-31 828,204 $237,372,000 -19,146
   UBS Group AG 247 - 2024-03-31 828,071 $237,333,000 16,448
   PNC FINANCIAL SERVICES GROUP INC 118 - 2024-03-31 641,022 $183,723,000 -23,832
   AMERIPRISE FINANCIAL INC 401 - 2024-03-31 529,836 $151,864,000 29,653
   Kensington Asset Management LLC 5 - 2024-03-31 461,700 $132,328,000 20,000
   ANGELES INVESTMENT ADVISORS, LLC 4 - 2024-03-31 431,940 $123,798,000 398,040
   ROYAL BANK OF CANADA 433 - 2024-03-31 422,093 $120,976,000 16,571
   ANGELES WEALTH MANAGEMENT LLC 1 - 2024-03-31 420,090 $120,402,000 71,979
   Advisor Group Holdings Inc. 89 - 2024-03-31 352,972 $101,169,000 -424,055
   HPM Partners LLC 82 - 2024-03-31 340,816 $97,681,000 25,384
   HIGHTOWER ADVISORS, LLC 177 - 2024-03-31 267,276 $76,610,000 -8,246
   COMMONWEALTH EQUITY SERVICES LLC. 161 - 2024-03-31 257,769 $73,879,000 2,291
   Facet Wealth Inc. 10 *New 2024-03-31 248,001 $70,804,000 248,001
   MEANS INVESTMENT CO. INC. 1 - 2024-03-31 244,770 $70,154,000 13,767
   PETREDIS INVESTMENT ADVISORS LLC 2 - 2024-03-31 209,560 $60,062,000 5,147
   Rockefeller Capital Management L.P. 128 - 2024-03-31 206,159 $59,087,000 7,255
   Merit Financial Group LLC 14 - 2024-03-31 195,250 $54,975,000 68,277
   CAPTRUST FINANCIAL ADVISORS 112 - 2024-03-31 188,754 $54,099,000 -15,388
   MML INVESTORS SERVICES LLC 98 - 2024-03-31 183,444 $52,577,000 11,058
   STIFEL FINANCIAL CORP 304 - 2024-03-31 171,893 $49,271,000 6,695
   HENGEHOLD CAPITAL MANAGEMENT LLC 3 - 2024-03-31 166,156 $47,622,000 -2,130
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 169 - 2024-03-31 165,815 $47,524,000 13,485
   Gratus Wealth Advisors LLC 2 - 2024-03-31 167,562 $45,996,000 30,727
   One Capital Management LLC 15 - 2024-03-31 159,884 $45,824,000 -533
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 307 - 2024-03-31 140,416 $40,245,000 -3,578
   CREATIVE PLANNING 164 - 2024-03-31 138,534 $39,705,000 -7,370
   Retirement Network 2 - 2024-03-31 136,117 $39,012,000 746
   Bernardo Wealth Planning LLC 2 - 2024-03-31 127,245 $36,470,000 2,627
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 136 - 2024-03-31 127,159 $36,445,000 7,403
   JANNEY MONTGOMERY SCOTT LLC 195 - 2024-03-31 125,811 $36,059,000 224
   Strategic Investment Advisors / MI 5 - 2024-03-31 125,052 $35,841,000 -1,736
   Cetera Investment Advisers 237 - 2024-03-31 124,679 $35,734,000 64,740
   Black Diamond Financial LLC 2 - 2024-03-31 135,725 $35,222,000 0
   Coco Enterprises LLC 1 - 2024-03-31 117,844 $33,683,000 1,271
   American Trust 11 - 2023-12-31 128,842 $33,436,000 -92,781
   GOLDMAN SACHS GROUP INC/ 1231 - 2024-03-31 113,581 $32,553,000 2,826
   CX Institutional 9 - 2024-03-31 110,571 $31,691,000 41,765
   Falcon Wealth Planning 5 - 2024-03-31 110,305 $31,614,000 66,030
   FC Advisory LLC 1 - 2024-03-31 107,289 $30,750,000 -3,659
   LEAVELL T & ASSOCIATES INC 6 - 2024-03-31 105,435 $30,219,000 5,036
   Beacon Capital Management LLC 5 - 2024-03-31 103,083 $29,545,000 38,374
   Beacon Pointe Advisors LLC 64 - 2024-03-31 102,829 $29,472,000 -2,539
   McMahon Financial Advisors LLC 3 - 2024-03-31 102,076 $29,256,000 -3,489
   Blue Edge Capital LLC 3 - 2024-03-31 101,308 $29,036,000 813
   MARINER WEALTH ADVISORS, LLC 259 - 2024-03-31 100,623 $28,839,000 14,890
   BHK Investment Advisors LLC 1 - 2024-03-31 100,052 $28,676,000 19,295
   Erickson Financial Group LLC 1 - 2024-03-31 91,051 $26,096,000 489
   RAYMOND JAMES & ASSOCIATES 670 - 2024-03-31 88,459 $25,353,000 5,435
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 273 - 2024-03-31 87,687 $25,133,000 63,546
   Royal Fund Management LLC 2 - 2024-03-31 86,917 $24,932,000 -2,526
   J P MORGAN CHASE & CO 1554 - 2024-03-31 84,573 $24,240,000 8,977
   COMERICA BANK 175 - 2024-03-31 84,440 $24,201,000 864
   DT INVESTMENT PARTNERS, LLC 11 - 2024-03-31 84,073 $24,096,000 307
   Nelson Van Denburg & Campbell Wealth Management Gr 20 - 2024-03-31 77,784 $22,294,000 -2,247
   BB&T CORP 385 - 2024-03-31 77,054 $22,084,000 -3,375
   Greytown Advisors Inc. 2 - 2024-03-31 75,258 $21,570,000 -11,787
   Allspring Global Investments Holdings LLC 551 - 2024-03-31 72,000 $20,636,000 0
   Kestra Advisory Services LLC 150 - 2024-03-31 69,141 $19,817,000 6,619
   Foundations Investment Advisors LLC 42 - 2024-03-31 68,861 $19,736,000 34,938
   NORTHERN TRUST CORP 1601 - 2024-03-31 68,699 $19,690,000 9,624
   Penserra Capital Management LLC 80 *New 2024-03-31 67,761 $19,420,000 67,761
   Zeit Capital LLC 2 - 2024-03-31 65,772 $18,851,000 -9,365
   HB Wealth Management LLC 47 - 2024-03-31 65,478 $18,767,000 10,738
   Blackston Financial Advisory Group LLC 1 - 2024-03-31 62,357 $17,872,000 -1,861
   MARSHALL WACE LLP 470 - 2024-03-31 61,203 $17,541,000 46,910
   DAVIDSON D A & CO 110 - 2024-03-31 60,704 $17,399,000 15,372
   Copperwynd Financial LLC 4 - 2024-03-31 60,093 $17,223,000 893
   IEQ CAPITAL LLC 69 - 2024-03-31 54,537 $15,631,000 -299
   SAVANT CAPITAL MANAGEMENT INC 97 - 2024-03-31 54,278 $15,557,000 -1,908
   SALEM INVESTMENT COUNSELORS INC 38 - 2024-03-31 54,266 $15,553,000 105
   Raab & Moskowitz Asset Management LLC 3 - 2024-03-31 53,170 $15,239,000 273
   ETF Portfolio Partners Inc. 6 - 2024-03-31 52,273 $14,982,000 -9,415
   Harwood Advisory Group LLC 2 - 2024-03-31 51,267 $14,694,000 -2,535
   KESTRA PRIVATE WEALTH SERVICES LLC 73 - 2024-03-31 50,512 $14,477,000 -16,777
   US BANCORP 363 - 2024-03-31 49,118 $14,079,000 -1,836
   TWO SIGMA INVESTMENTS LLC 488 - 2024-03-31 47,900 $13,729,000 -40,000
   POM Investment Strategies LLC 2 - 2024-03-31 45,660 $13,087,000 2,546
   Von Berge Wealth Management Group LLC 2 - 2024-03-31 45,078 $12,920,000 8,571
   Envestnet Portfolio Solutions Inc. 196 - 2024-03-31 44,014 $12,615,000 1,090
   TFB Advisors LLC 2 - 2024-03-31 46,086 $12,570,000 1,467
   FINANCIAL NETWORK 324 - 2024-03-31 43,295 $12,409,000 5,293
   Gladstone Institutional Advisory LLC 26 - 2024-03-31 43,271 $12,402,000 -10,873
   Fortis Group Advisors LLC 10 *New 2024-03-31 42,917 $12,301,000 42,917
   ALPS ADVISERS INC 127 - 2024-03-31 42,280 $12,118,000 -645
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 347 - 2023-09-30 51,903 $11,777,000 2,181
   BANK OF NEW YORK MELLON CORP 1885 - 2024-03-31 40,565 $11,626,000 2,710
   AE Wealth Management LLC 198 - 2024-03-31 39,582 $11,345,000 -162,565
   Wheelhouse Advisory Group LLC 6 - 2024-03-31 38,801 $11,121,000 1,396
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 11 - 2024-03-31 38,582 $11,058,000 -53
   STEPHENS INC /AR/ 143 - 2024-03-31 38,335 $10,987,000 1,491
   ODonnell Financial Services LLC 9 - 2024-03-31 37,935 $10,873,000 13,901
   GeoWealth Management LLC 47 - 2024-03-31 37,362 $10,708,000 5,725
   Focused Wealth Management Inc 14 - 2024-03-31 37,353 $10,706,000 -1,155
  100 Records found
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