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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 438 - 2024-03-31 1,754,446 $502,842,000 29,299
   LPL FINANCIAL CORP 141 - 2024-03-31 891,522 $255,519,000 41,715
   UBS Group AG 247 - 2024-03-31 828,071 $237,333,000 16,448
   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
   HPM Partners LLC 82 - 2024-03-31 340,816 $97,681,000 25,384
   COMMONWEALTH EQUITY SERVICES LLC. 161 - 2024-03-31 257,769 $73,879,000 2,291
   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
   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
   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
   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
   Cetera Investment Advisers 237 - 2024-03-31 124,679 $35,734,000 64,740
   Coco Enterprises LLC 1 - 2024-03-31 117,844 $33,683,000 1,271
   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
   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
   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
   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
   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
   HB Wealth Management LLC 47 - 2024-03-31 65,478 $18,767,000 10,738
   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
   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
   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
   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
   Wheelhouse Advisory Group LLC 6 - 2024-03-31 38,801 $11,121,000 1,396
   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
   Pacific Center for Financial Services 11 - 2024-03-31 36,964 $10,594,000 2,089
   PRUDENTIAL FINANCIAL INC 673 - 2024-03-31 36,068 $10,337,000 3,483
   Cedar Point Capital Partners LLC 1 - 2024-03-31 35,578 $10,197,000 444
   Atria Wealth Solutions Inc. 194 - 2024-03-31 34,439 $9,871,000 2,450
   Fernwood Investment Management LLC 5 - 2024-03-31 34,279 $9,825,000 444
   Clarus Wealth Advisors 2 - 2024-03-31 33,764 $9,578,000 8,959
   Concurrent Investment Advisors LLC 58 - 2024-03-31 32,955 $9,445,000 1,623
   SOL CAPITAL MANAGEMENT CO 19 - 2024-03-31 31,632 $9,066,000 187
   CENTAURUS FINANCIAL INC. 35 - 2024-03-31 30,618 $8,776,000 8,805
   Capital Planning LLC 12 - 2024-03-31 29,519 $8,460,000 393
   BLAIR WILLIAM & CO/IL 364 - 2024-03-31 29,458 $8,443,000 1,817
   Wealthfront Advisers LLC 171 - 2024-03-31 28,766 $8,245,000 1,901
   Apollon Financial LLC 12 - 2024-03-31 25,852 $7,409,000 664
   Resolute Partners Group 7 - 2024-03-31 24,987 $7,162,000 26
   PROSPERA FINANCIAL SERVICES 99 - 2023-12-31 26,915 $6,985,000 22,992
   WNY Asset Management LLC 22 - 2024-03-31 24,309 $6,967,000 861
   Stratos Wealth Partners LTD. 191 - 2024-03-31 23,078 $6,615,000 4,940
   Private Advisor Group LLC 380 - 2024-03-31 22,465 $6,439,000 1,582
   McClarren Financial Advisors Inc. 6 - 2024-03-31 31,241 $6,028,000 9,931
   9258 Wealth Management LLC 22 - 2024-03-31 20,331 $5,827,000 90
   Fingerlakes Wealth Management Inc. 3 - 2024-03-31 20,271 $5,810,000 2,144
   RSM US WEALTH MANAGEMENT LLC 96 - 2024-03-31 19,900 $5,703,000 16
   NORTHEAST INVESTMENT MANAGEMENT 61 - 2024-03-31 19,847 $5,688,000 2,037
   FMR LLC 1933 - 2024-03-31 19,086 $5,470,000 2,321
   COLONY GROUP, LLC 312 - 2024-03-31 18,844 $5,401,000 3,208
   Joel Isaacson & Co. LLC 41 - 2024-03-31 18,507 $5,304,000 16
   Clear Perspectives Financial Planning LLC 13 - 2023-03-31 25,381 $5,191,000 16,099
   THRIVENT FINANCIAL FOR LUTHERANS 849 - 2024-03-31 16,847 $4,829,000 13,591
   Steward Partners Investment Advisory LLC 345 - 2024-03-31 16,282 $4,667,000 6,628
   MATHES COMPANY INC 18 - 2024-03-31 15,790 $4,526,000 40
   MULTIFINANCIAL SECURITIES CORP 497 - 2024-03-31 15,750 $4,514,000 2,979
   Ethos Financial Group LLC 34 - 2024-03-31 15,453 $4,429,000 954
   GLOBALT Investments LLC / GA 75 - 2024-03-31 15,200 $4,356,000 200
   J.W. COLE ADVISORS INC. 108 - 2024-03-31 14,258 $4,087,000 375
   HARBOUR INVESTMENTS INC. 112 - 2023-12-31 15,508 $4,025,000 7,751
   Clifford Group LLC 7 - 2024-03-31 13,737 $3,937,000 5,674
   Tactive Advisors LLC 11 - 2023-12-31 15,117 $3,923,000 13,978
   QUANTUM CAPITAL MANAGEMENT, LLC / NJ 22 - 2024-03-31 13,449 $3,855,000 68
   Howard Capital Management Inc. 21 - 2024-03-31 13,078 $3,748,000 872
   HILLTOP HOLDINGS INC. 55 - 2024-03-31 12,819 $3,674,000 12,819
   MCCORMACK ADVISORS INTERNATIONAL 271 - 2024-03-31 12,814 $3,672,000 954
   Zhang Financial LLC 52 - 2024-03-31 12,546 $3,596,000 1,034
  100 Records found
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