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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: 675    19
Total shares held : 
 32,414,823  
% of shares held : 
 63.73%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   71  
Amount of shares held : 
 565,744  
% of shares held change : 
   1.11%  
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 :
61
 742,435
 2.29%
 
Increased Positions :
255
 1,756,501
 5.42%
 
Unchanged Positions :
156
 503,036
 1.55%
 
Decreased Positions :
203
-1,462,299
-4.51%
 
Closed Positions :
42
-470,893
-1.45%
 
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 439 - 2023-12-31 1,725,147 $447,693,000 165,798
   LPL FINANCIAL CORP 141 - 2024-03-31 891,522 $255,519,000 41,715
   Kensington Asset Management LLC 5 - 2024-03-31 461,700 $132,328,000 20,000
   AMERIPRISE FINANCIAL INC 435 - 2023-12-31 500,183 $129,821,000 44,577
   ANGELES WEALTH MANAGEMENT LLC 1 - 2024-03-31 420,090 $120,402,000 71,979
   HPM Partners LLC - 2023-12-31 315,432 $81,857,000 315,432
   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
   Merit Financial Group LLC 14 - 2024-03-31 195,250 $54,975,000 68,277
   AE Wealth Management LLC 69 - 2023-12-31 202,147 $54,661,000 62,204
   CAPTRUST FINANCIAL ADVISORS 113 - 2023-12-31 204,142 $52,977,000 107,749
   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
   STIFEL FINANCIAL CORP 314 - 2023-12-31 165,198 $42,875,000 75,281
   Goss Wealth Management LLC 52 - 2023-12-31 156,959 $42,062,000 107
   CREATIVE PLANNING 156 - 2023-12-31 145,904 $37,864,000 1,088
   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
   Retirement Network 2 - 2023-12-31 135,371 $35,130,000 4,683
   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
   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
   Blue Edge Capital LLC 3 - 2023-12-31 100,495 $26,079,000 584
   RAYMOND JAMES & ASSOCIATES 670 - 2024-03-31 88,459 $25,353,000 5,435
   J P MORGAN CHASE & CO 1554 - 2024-03-31 84,573 $24,240,000 8,977
   TWO SIGMA INVESTMENTS LLC 337 - 2023-12-31 87,900 $22,811,000 5,900
   MARINER WEALTH ADVISORS, LLC 286 - 2023-12-31 85,733 $22,249,000 2,443
   COMERICA BANK 180 - 2023-12-31 83,576 $21,689,000 9,742
   BB&T CORP 389 - 2023-12-31 80,429 $20,872,000 69,409
   HB Wealth Management LLC 47 - 2024-03-31 65,478 $18,767,000 10,738
   Copperwynd Financial LLC 4 - 2024-03-31 60,093 $17,223,000 893
   Kestra Advisory Services LLC 158 - 2023-12-31 62,522 $16,225,000 43,707
   Cetera Investment Advisers 153 - 2023-12-31 59,939 $15,555,000 11,034
   SALEM INVESTMENT COUNSELORS INC 38 - 2024-03-31 54,266 $15,553,000 105
   Beacon Capital Management LLC 7 - 2023-12-31 64,709 $14,682,000 16,426
   Gladstone Institutional Advisory LLC 22 - 2023-12-31 54,144 $14,051,000 49,317
   Raab & Moskowitz Asset Management LLC 3 - 2023-12-31 52,897 $13,727,000 1,543
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 347 - 2023-09-30 51,903 $11,777,000 2,181
   DAVIDSON D A & CO 143 - 2023-12-31 45,332 $11,764,000 2,288
   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
   ODonnell Financial Services LLC 9 - 2024-03-31 37,935 $10,873,000 13,901
   AXXCESS WEALTH MANAGEMENT LLC 77 - 2023-12-31 39,097 $10,146,000 17,661
   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
   Foundations Investment Advisors LLC 82 - 2023-12-31 33,923 $9,162,000 32,984
   SOL CAPITAL MANAGEMENT CO 19 - 2024-03-31 31,632 $9,066,000 187
   ANGELES INVESTMENT ADVISORS, LLC 19 - 2023-12-31 33,900 $8,797,000 31,700
   Fernwood Investment Management LLC 6 - 2023-12-31 33,835 $8,781,000 759
   Capital Planning LLC 12 - 2024-03-31 29,519 $8,460,000 393
   PRUDENTIAL FINANCIAL INC 710 - 2023-12-31 32,585 $8,456,000 1,115
   BLAIR WILLIAM & CO/IL 364 - 2024-03-31 29,458 $8,443,000 1,817
   Atria Wealth Solutions Inc. 195 - 2023-12-31 31,989 $8,301,000 900
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 486 - 2023-12-31 24,141 $6,266,000 7,912
   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
   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
   FISCHER INVESTMENT STRATEGIES LLC 11 - 2023-12-31 18,831 $4,887,000 591
   MATHES COMPANY INC 18 - 2024-03-31 15,790 $4,526,000 40
   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
   FMR LLC 1980 - 2023-12-31 16,765 $4,351,000 2,180
   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
   Tactive Advisors LLC 11 - 2023-12-31 15,117 $3,923,000 13,978
   Howard Capital Management Inc. 21 - 2024-03-31 13,078 $3,748,000 872
   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
   FSC Wealth Advisors LLC 13 - 2024-03-31 12,378 $3,548,000 82
   Financial Advocates Investment Management 116 - 2024-03-31 12,087 $3,459,000 1,527
   H D Vest Advisory Services 390 - 2024-03-31 12,018 $3,445,000 1,142
   Global Retirement Partners LLC 166 - 2024-03-31 11,937 $3,421,000 515
   COLONY GROUP LLC 264 - 2023-09-30 14,879 $3,376,000 3,184
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 45 - 2024-03-31 11,704 $3,354,000 2,185
   MULTIFINANCIAL SECURITIES CORP 369 - 2023-12-31 12,771 $3,314,000 2,808
   Flagship Private Wealth LLC 14 - 2024-03-31 11,515 $3,300,000 1,689
   Kovack Advisors Inc. 51 - 2024-03-31 11,236 $3,220,000 333
   Forum Private Client Group LLC 19 - 2023-12-31 12,352 $3,206,000 12,352
   Main Street Financial Solutions LLC 63 - 2024-03-31 10,996 $3,152,000 649
   Robertson Stephens Wealth Management LLC 100 - 2023-12-31 11,696 $3,035,000 1,440
   ENCOMPASS WEALTH ADVISORS LLC 19 - 2023-12-31 10,639 $2,761,000 125
   NATIONAL ASSET MANAGEMENT, INC. 272 - 2023-12-31 10,607 $2,753,000 1,250
  100 Records found
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