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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
   Black Diamond Financial LLC 2 - 2024-03-31 135,725 $35,222,000 0
   Allspring Global Investments Holdings LLC 551 - 2024-03-31 72,000 $20,636,000 0
   PHILADELPHIA TRUST CO 32 - 2023-12-31 35,185 $9,131,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 41 - 2024-03-31 17,230 $4,938,000 0
   Accretive Wealth Partners LLC 17 - 2024-03-31 9,000 $2,534,000 0
   Americana Partners LLC 123 - 2024-03-31 7,997 $2,292,000 0
   Plancorp LLC 83 - 2023-12-31 7,134 $1,851,000 0
   Financial Gravity Wealth Inc. 161 - 2023-12-31 7,828 $1,665,000 0
   BESSEMER GROUP INC 531 - 2023-12-31 6,400 $1,661,000 0
   OXBOW ADVISORS, LLC 72 - 2024-03-31 5,200 $1,490,000 0
   Crescent Grove Advisors LLC 108 - 2024-03-31 4,335 $1,242,000 0
   BROWN ADVISORY HOLDINGS INC 733 - 2024-03-31 4,261 $1,221,000 0
   Argent Trust Co 278 - 2024-03-31 4,239 $1,215,000 0
   Fee-Only Financial Planning L.C. 14 - 2024-03-31 4,200 $1,204,000 0
   Wealthstream Advisors Inc. 37 - 2024-03-31 3,606 $1,033,000 0
   BUCKINGHAM ASSET MANAGEMENT, LLC 338 - 2024-03-31 3,470 $995,000 0
   Turtle Creek Wealth Advisors LLC 73 - 2024-03-31 3,408 $977,000 0
   Well Done LLC 70 - 2024-03-31 3,309 $948,000 0
   CLIENT 1ST ADVISORY GROUP LLC 37 - 2024-03-31 2,936 $841,000 0
   Avalon Trust Co 76 - 2024-03-31 2,642 $757,000 0
   Private Wealth Group LLC 40 - 2024-03-31 2,418 $693,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 370 - 2024-03-31 2,295 $658,000 0
   Vista Wealth Management Group LLC 103 - 2024-03-31 2,062 $591,000 0
   PrairieView Partners LLC 73 - 2024-03-31 1,993 $572,000 0
   ALTFEST L J & CO INC 177 - 2024-03-31 1,945 $557,000 0
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 100 - 2024-03-31 1,873 $537,000 0
   Measured Wealth Private Client Group LLC 89 - 2024-03-31 1,837 $527,000 0
   Pegasus Partners Ltd. 92 - 2024-03-31 1,797 $515,000 0
   BERKSHIRE ASSET MANAGEMENT INC/PA 152 - 2023-12-31 1,983 $515,000 0
   Capital Investment Advisors LLC 386 - 2024-03-31 1,729 $496,000 0
   Nicholas Hoffman & Company LLC. 187 - 2024-03-31 1,718 $492,000 0
   BAILARD BIEHL & KAISER INC 465 - 2024-03-31 1,700 $487,000 0
   KINGSWOOD WEALTH ADVISORS LLC 351 - 2024-03-31 1,700 $487,000 0
   JGP Wealth Management LLC 122 - 2024-03-31 1,700 $487,000 0
   Beaumont Financial Advisors LLC 205 - 2024-03-31 1,675 $480,000 0
   MARYLAND CAPITAL ADVISORS INC. 43 - 2024-03-31 1,570 $450,000 0
   LWMG LLC 56 - 2024-03-31 1,562 $448,000 0
   Matthew Goff Investment Advisor LLC 75 - 2024-03-31 1,518 $435,000 0
   ROUNDVIEW CAPITAL LLC 269 - 2024-03-31 1,518 $435,000 0
   COZAD ASSET MANAGEMENT INC 273 - 2024-03-31 1,498 $429,000 0
   Avestar Capital LLC 240 - 2024-03-31 1,470 $421,000 0
   Venture Visionary Partners LLC 378 - 2023-12-31 1,587 $412,000 0
   KEB ASSET MANAGEMENT LLC 44 - 2024-03-31 1,398 $401,000 0
   Simmons Bank 264 - 2023-12-31 1,525 $396,000 0
   UMB BANK N A/MO 448 - 2024-03-31 1,368 $392,000 0
   Latitude Advisors LLC 95 - 2024-03-31 1,361 $390,000 0
   HBW Advisory Services LLC 208 - 2024-03-31 1,394 $362,000 0
   JACKSON SQUARE CAPITAL LLC 110 - 2024-03-31 1,252 $359,000 0
   First Affirmative Financial Network 119 - 2024-03-31 1,243 $356,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 335 - 2024-03-31 1,215 $348,000 0
   Heritage Investment Group Inc. 72 - 2024-03-31 1,195 $342,000 0
   PETTYJOHN CO 151 - 2024-03-31 1,187 $340,000 0
   Michael S. Ryan Inc. 35 - 2024-03-31 1,168 $335,000 0
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 169 - 2024-03-31 1,126 $323,000 0
   Amussen Hunsaker & Associates LLC 65 - 2023-12-31 1,210 $314,000 0
   Waldron LP 305 - 2024-03-31 1,094 $314,000 0
   Shepherd Financial Partners LLC 180 - 2024-03-31 1,059 $304,000 0
   BIRCH HILL INVESTMENT ADVISORS LLC 141 - 2023-12-31 1,151 $299,000 0
   ST GERMAIN D J CO INC 243 - 2024-03-31 995 $285,000 0
   COMMERCE BANK N A/MO 1044 - 2024-03-31 994 $285,000 0
   CIBC WORLD MARKETS INC. 993 - 2023-12-31 1,087 $282,000 0
   BCS Wealth Management 189 - 2024-03-31 978 $280,000 0
   TCP Asset Management LLC 56 - 2024-03-31 970 $278,000 0
   MITCHELL CAPITAL MANAGEMENT CO 111 - 2024-03-31 957 $274,000 0
   Aurum Wealth Management Group LLC 290 - 2024-03-31 935 $268,000 0
   Anchor Investment Management LLC 312 - 2023-12-31 978 $254,000 0
   Vertex Planning Partners LLC 135 - 2023-12-31 980 $254,000 0
   Consolidated Planning Corp 157 - 2024-03-31 883 $253,000 0
   180 WEALTH ADVISORS LLC 330 - 2024-03-31 884 $253,000 0
   SAX WEALTH ADVISORS LLC 162 - 2023-12-31 972 $252,000 0
   DAVIDSON INVESTMENT ADVISORS 112 - 2023-12-31 960 $249,000 0
   DAVIDSON TRUST CO 121 - 2023-12-31 960 $249,000 0
   RF&L WEALTH MANAGEMENT LLC 50 - 2024-03-31 855 $245,000 0
   MV Capital Management Inc. 147 - 2024-03-31 835 $239,000 0
   Financial Alternatives Inc 71 - 2024-03-31 832 $239,000 0
   AMG NATIONAL TRUST BANK 397 - 2024-03-31 830 $238,000 0
   Rice Partnership LLC 88 - 2023-12-31 915 $238,000 0
   Spectrum Planning & Advisory Services Inc. 43 - 2023-12-31 898 $233,000 0
   Provident Wealth Management LLC 63 - 2024-03-31 804 $230,000 0
   Comprehensive Portfolio Management LLC 721 - 2024-03-31 772 $221,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 156 - 2024-03-31 680 $195,000 0
   SMITHFIELD TRUST CO 354 - 2024-03-31 592 $170,000 0
   HM PAYSON & CO 414 - 2023-12-31 646 $168,000 0
   Cassady Schiller Wealth Management LLC 129 - 2023-12-31 571 $148,000 0
   NATIONAL BANK OF CANADA /FI/ 1343 - 2023-12-31 543 $138,000 0
   Hexagon Capital Partners LLC 252 - 2024-03-31 478 $137,000 0
   BARCLAYS PLC 3525 - 2023-12-31 477 $124,000 0
   Cherry Tree Wealth Management LLC 186 - 2024-03-31 429 $123,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1047 - 2024-03-31 400 $115,000 0
   Northwest Financial Advisors 178 - 2024-03-31 362 $104,000 0
   WFA of San Diego LLC 114 - 2023-09-30 445 $101,000 0
   Park Place Capital Corp 315 - 2024-03-31 350 $100,000 0
   Parallel Advisors LLC 1209 - 2024-03-31 318 $91,000 0
   OPTIMUM INVESTMENT ADVISORS 284 - 2024-03-31 300 $86,000 0
   Aspire Private Capital LLC 201 - 2024-03-31 294 $84,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 587 - 2024-03-31 288 $83,000 0
   Addison Advisors LLC 305 - 2024-03-31 283 $81,000 0
   SCBT FINANCIAL CORP 329 - 2024-03-31 280 $80,000 0
   Ohio Valley Financial Group 150 - 2024-03-31 275 $79,000 0
   AYRSHIRE ASSOCIATES INC 276 - 2023-12-31 300 $78,000 0
  100 Records found
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