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Get Institutions for : 
Vanguard Mega Cap 300 Index ETF (MGC)  
$182.11 2.17 (1.21%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 371    21
Total shares held : 
 13,849,064  
% of shares held : 
 56.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   45  
Amount of shares held : 
 1,253,476  
% of shares held change : 
   5.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $152.21  
Last Quarter's Ending Price : 
 $169.28  
Last Quarter's Average Price : 
 $159.01  
Change from last quarter's     
avg. price to the last closing  : 
23.10 (14.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 649,263
 4.69%
 
Increased Positions :
129
 1,124,023
 8.12%
 
Unchanged Positions :
96
 305,228
 2.2%
 
Decreased Positions :
105
-231,177
-1.67%
 
Closed Positions :
20
-288,633
-2.08%
 
Guru Positions :
1
1,595
 0.01%
 
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
   APEX INVESTMENT SERVICES, INC. 1 - 2023-12-31 516,693 $87,466,000 -7,851
   BANCORPSOUTH BANK 2 - 2023-12-31 422,145 $71,461,000 -10,758
   BKD WEALTH ADVISORS LLC 13 - 2024-03-31 310,579 $58,038,000 -2,981
   KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. 8 - 2023-12-31 224,212 $39,188,000 -578
   PROEQUITIES INC. 2 - 2023-12-31 206,990 $35,039,000 -15,500
   SUMMIT WEALTH & RETIREMENT PLANNING INC. 3 - 2023-12-31 180,217 $30,507,000 -3,166
   IEQ CAPITAL LLC 35 - 2023-12-31 171,802 $29,083,000 -455
   CAPTRUST FINANCIAL ADVISORS 256 - 2023-12-31 106,463 $18,022,000 -4,943
   Black Diamond Financial LLC 4 - 2023-12-31 102,855 $17,411,000 -2,001
   PROVISE MANAGEMENT GROUP LLC 17 - 2023-12-31 98,736 $16,714,000 -1,710
   BURNS WEALTH MANAGEMENT, INC. 45 - 2023-12-31 96,748 $16,378,000 -1,091
   Systelligence LLC 4 - 2024-03-31 76,409 $14,279,000 -345
   Advisor Group Holdings Inc. 627 - 2023-12-31 80,998 $13,713,000 -2,492
   COZAD ASSET MANAGEMENT INC 12 - 2023-12-31 74,519 $12,615,000 -495
   BLUE CREEK INVESTMENT PARTNERS LLC 15 - 2024-03-31 65,952 $12,325,000 -1,592
   CREATIVE PLANNING 366 - 2023-12-31 63,057 $10,674,000 -3,268
   Baird Financial Group Inc. 485 - 2023-12-31 52,323 $8,857,000 -281
   PHILLIPS FINANCIAL MANAGEMENT LLC 36 - 2024-03-31 46,994 $8,782,000 -2,172
   HB Wealth Management LLC 89 - 2023-12-31 50,816 $8,602,000 -714
   BANK OF NEW YORK MELLON CORP 2068 - 2024-03-31 43,402 $8,110,000 -1
   YCMNET ADVISORS INC 78 - 2023-12-31 45,887 $7,768,000 -1,251
   Equita Financial Network Inc. 15 - 2023-12-31 31,633 $5,355,000 -5,048
   Waterford Advisors LLC 15 - 2023-12-31 27,122 $4,591,000 -3,784
   MONETA GROUP INVESTMENT ADVISORS INC 117 - 2023-12-31 25,482 $4,314,000 -286
   Private Advisor Group LLC 509 - 2023-12-31 23,944 $4,053,000 -353
   Stokes Family Office LLC 49 - 2023-12-31 22,280 $3,772,000 -8,075
   Buttonwood Financial Group LLC 13 - 2024-03-31 19,258 $3,599,000 -23,280
   Dynamic Advisors Solutions LLC 211 - 2024-03-31 18,739 $3,502,000 -1,987
   David Kennon Inc - 2023-12-31 20,611 $3,489,000 -554
   Prime Capital Investment Advisors LLC - 2023-12-31 20,379 $3,450,000 -88
   HIGHTOWER ADVISORS, LLC 1135 - 2023-12-31 20,122 $3,406,000 -1,759
   Security Financial Services INC. 34 - 2024-03-31 17,491 $3,269,000 -38,530
   Jackson Wealth Management LLC 48 - 2023-12-31 18,528 $3,136,000 -449
   TRUSTCORE FINANCIAL SERVICES LLC 46 - 2022-12-31 22,855 $3,026,000 -737
   Atria Wealth Solutions Inc. 469 - 2023-12-31 17,239 $2,918,000 -1,626
   MONTICELLO WEALTH MANAGEMENT LLC 67 - 2024-03-31 15,583 $2,912,000 -17
   McClarren Financial Advisors Inc. 11 - 2023-12-31 17,199 $2,911,000 -297
   PARK AVENUE SECURITIES LLC 299 - 2024-03-31 15,304 $2,860,000 -900
   HILLTOP WEALTH ADVISORS LLC 18 - 2024-03-31 14,338 $2,679,000 -226
   HF Advisory Group LLC 12 - 2024-03-31 13,910 $2,599,000 -60
   KESTRA PRIVATE WEALTH SERVICES LLC 304 - 2023-12-31 14,787 $2,503,000 -1,475
   OLD NATIONAL BANCORP /IN/ 208 - 2024-03-31 12,640 $2,362,000 -8,540
   Brand Asset Management Group Inc. - 2023-12-31 13,934 $2,359,000 -155
   Clear Creek Financial Management LLC 74 - 2024-03-31 12,447 $2,326,000 -6,572
   BFT FINANCIAL GROUP LLC 68 - 2023-06-30 14,417 $2,256,000 -187
   THOROUGHBRED FINANCIAL SERVICES LLC 118 - 2023-12-31 13,320 $2,254,000 -103
   LAZARD ASSET MANAGEMENT LLC 675 - 2023-12-31 11,709 $1,982,000 -1,071
   Marshall Financial Group LLC 48 - 2024-03-31 10,283 $1,922,000 -16,217
   Lido Advisors LLC 386 - 2023-12-31 11,099 $1,879,000 -253
   Aspire Wealth Management Corp - 2023-12-31 11,100 $1,879,000 -99
   Main Street Financial Solutions LLC 109 - 2024-03-31 9,632 $1,800,000 -224
   Buttonwood Financial Advisors Inc. 34 - 2024-03-31 9,493 $1,774,000 -282
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 167 - 2024-03-31 9,370 $1,751,000 -171
   Checchi Capital Advisers LLC 133 - 2024-03-31 9,072 $1,695,000 -277
   Strategic Equity Management 16 - 2024-03-31 7,687 $1,436,000 -311
   FDX ADVISORS, INC. 195 - 2023-12-31 8,167 $1,383,000 -2,126
   STIFEL FINANCIAL CORP 1960 - 2023-12-31 7,791 $1,319,000 -856
   PROFFITT & GOODSON INC 47 - 2024-03-31 6,639 $1,241,000 -200
   ANCORA ADVISORS, LLC 354 - 2023-12-31 6,288 $1,064,000 -1,487
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 6,274 $1,062,000 -55
   MJP ASSOCIATES INC /ADV 50 - 2024-03-31 5,604 $1,047,000 -87
   TrueWealth Advisors LLC 55 - 2024-03-31 5,260 $983,000 -517
   AMG NATIONAL TRUST BANK 296 - 2023-12-31 4,955 $839,000 -475
   EUDAIMONIA ADVISORS LLC 71 - 2024-03-31 4,268 $798,000 -642
   All Season Financial Advisors Inc. 39 - 2024-03-31 3,950 $738,000 -213
   James J. Burns & Company LLC 47 - 2024-03-31 3,828 $711,000 -20,958
   MULTIFINANCIAL SECURITIES CORP 930 - 2023-12-31 4,200 $711,000 -419
   Sonoma Private Wealth LLC 29 - 2023-12-31 4,153 $703,000 -16
   FIRST CITIZENS BANK & TRUST CO 309 - 2024-03-31 2,923 $546,000 -400
   Ameritas Advisory Services LLC 414 - 2023-12-31 3,074 $536,000 -2,870
   Stratos Wealth Partners LTD. 879 - 2024-03-31 2,680 $501,000 -497
   US BANCORP 1494 - 2023-12-31 2,900 $491,000 -320
   SANDY SPRING BANK - 2023-12-31 2,901 $491,000 -1,188
   Financial Synergies Wealth Advisors Inc. 54 - 2024-03-31 2,578 $482,000 -129
   FIFTH THIRD BANCORP 803 - 2024-03-31 2,293 $428,000 -168
   Merit Financial Group LLC 536 - 2023-12-31 2,415 $409,000 -1,588
   PRIVATE TRUST CO NA 443 - 2024-03-31 2,037 $381,000 -38
   GSA CAPITAL PARTNERS LLP 1007 - 2023-12-31 2,139 $362,000 -469
   TRUST CO OF VIRGINIA /VA 161 - 2024-03-31 1,860 $348,000 -323
   Alpha Cubed Investments LLC 192 - 2024-03-31 1,815 $339,000 -363
   Compass Ion Advisors LLC 175 - 2024-03-31 1,761 $329,000 -51
   Rehmann Capital Advisory Group 409 - 2023-12-31 1,920 $325,000 -1,322
   Accurate Wealth Management LLC 198 - 2024-03-31 1,793 $318,000 -16
   Hobart Private Capital LLC 61 - 2024-03-31 1,680 $314,000 -25,146
   CWM LLC 1309 - 2024-03-31 1,644 $307,000 -103
   IFP Advisors Inc 754 - 2023-12-31 1,768 $299,000 -212
   BLAIR WILLIAM & CO/IL 1251 - 2023-12-31 1,740 $295,000 -367
   DFPG INVESTMENTS INC. 517 - 2023-12-31 1,762 $294,000 -82
   Garrett Investment Advisors LLC 219 - 2024-03-31 1,533 $287,000 -60
   PANORAMIC INVESTMENT ADVISORS LLC 94 - 2024-03-31 1,400 $262,000 -100
   Brookstone Capital Management 797 - 2024-03-31 1,347 $252,000 -569
   Prosperity Financial Group Inc. 106 - 2023-12-31 1,467 $248,000 -23
   MWA Asset Management - 2023-12-31 1,381 $234,000 -41
   REGIONS FINANCIAL CORP 781 - 2024-03-31 1,156 $216,000 -708
   EP WEALTH ADVISORS, INC. 700 - 2023-12-31 1,228 $208,000 -469
   Garden State Investment Advisory Services LLC 193 - 2023-12-31 1,213 $205,000 -440
   CREATIVE FINANCIAL DESIGNS INC /ADV 394 - 2023-12-31 1,120 $190,000 -85
   BANK OF MONTREAL /CAN/ 2758 - 2023-12-31 808 $137,000 -50
   Beacon Capital Management LLC 130 - 2023-12-31 798 $121,000 -84
   BENJAMIN F. EDWARDS & COMPANY INC. 1014 - 2023-12-31 679 $115,000 -338
  100 Records found
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