Who owns Vanguard Mega Cap 300 Index?

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Analyze quarterly positions in Vanguard Mega Cap 300 Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vanguard Mega Cap 300 Index stock

Who bought or sold Vanguard Mega Cap 300 Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 1.5M $253M 0% Dec 2023
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Apex Investment Services 517k $88M -1% Dec 2023
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New York Life Investment Management 473k $80M 14% Dec 2023
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Pnc Financial Services 438k $74M 2% Dec 2023
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Leavell Investment Management 416k $78M 4% Mar 2024
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Wells Fargo & Company 407k $69M 8% Dec 2023
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UBS Group 359k $61M 0% Dec 2023
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Branch Banking & Trust Company 328k $56M 33% Dec 2023
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Apella Capital 320k $59M 28% Mar 2024
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BKD Wealth Advisors 311k $58M -1% Mar 2024
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Global Assets Advisory 280k $1.5M 100% Mar 2024
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Kuehl Shepherd Kozlowski & Associates 224k $39M 0% Dec 2023
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Proequities 207k $35B -7% Dec 2023
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Jpmorgan Chase & Co 203k $34M 732% Dec 2023
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Orion Portfolio Solutions 185k $31M 1% Dec 2023
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Raymond James Financial Services Advisors 182k $34M 1% Mar 2024
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Summit Wealth & Retirement Planning 180k $31M -2% Dec 2023
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Commonwealth Equity Services 174k $30M 11% Dec 2023
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Ieq Capital 172k $29M 0% Dec 2023
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Rockefeller Capital Management 154k $26M 14% Dec 2023
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Royal Bank of Canada 137k $23M 4% Dec 2023
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Captrust Financial Advisors 107k $18M -4% Dec 2023
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Black Diamond Financial 103k $17M -2% Dec 2023
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Raymond James & Associates 100k $19M 2% Mar 2024
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ProVise Management Group 99k $17M -2% Dec 2023
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Mesirow Financial Investment Management International Equity 98k $18M 100% Mar 2024
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Cambridge Investment Research Advisors 82k $15M 6% Mar 2024
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Change Path 82k $14M 7% Dec 2023
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Advisor Group Holdings 81k $14M -3% Dec 2023
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American Investment Services 77k $13M 0% Dec 2023
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Systelligence 76k $14M 0% Mar 2024
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Cozad Asset Management 75k $13M -1% Dec 2023
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Capital Advantage 74k $12M 60% Dec 2023
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One Capital Management 72k $12M 72% Dec 2023
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MA Private Wealth 67k $11M 100% Dec 2023
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Keel Point 66k $12M -2% Mar 2024
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Creative Planning 63k $11M -5% Dec 2023
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Beacon Harbor Wealth Advisors 57k $9.6M 3% Dec 2023
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Annapolis Financial Services 55k $10M 15% Mar 2024
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Janney Montgomery Scott 54k $9.2M 7% Dec 2023
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Baird Financial 52k $8.9M -1% Dec 2023
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Financial Services Advisory 51k $8.6M 100% Dec 2023
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HB Wealth Management 51k $8.6M -1% Dec 2023
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Phillips Financial Management 47k $8.8M -4% Mar 2024
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P.J. Schmidt Investment Management 47k $8.8M 1% Mar 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 47k $7.9M 18% Dec 2023
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Capital Investment Advisors 46k $8.5M 5% Mar 2024
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EWG Elevate 44k $8.1M 100% Mar 2024
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Bank of New York Mellon 43k $8.1M 0% Mar 2024
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TriaGen Wealth Management 42k $7.9M 4% Mar 2024
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Farther Finance Advisors 41k $6.9M 100% Dec 2023
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Sensible Financial Planning & Management 40k $6.7M 1% Dec 2023
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Gray Wealth Management 39k $6.6M 0% Dec 2023
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Wealth Enhancement Advisory Services 39k $7.2M 5% Mar 2024
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Diversified Trust Company 38k $7.1M 0% Mar 2024
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Equita Financial Network 32k $5.4M -14% Dec 2023
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Tradition Wealth Management 32k $5.3M 1% Dec 2023
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UMA Financial Services 31k $5.6M 2% Mar 2024
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Baker Ellis Asset Management 31k $5.8M 4% Mar 2024
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AE Wealth Management 31k $5.4M 60% Dec 2023
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Great Valley Advisor Group 31k $5.2M 100% Dec 2023
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Stephenson National Bank & Trust 31k $5.7M 9% Mar 2024
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Goldman Sachs Group 30k $5.0M 100% Dec 2023
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Kestra Advisory Services 29k $4.9M 85% Dec 2023
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Strategic Blueprint 29k $5.3M 11% Mar 2024
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Independent Advisor Alliance 28k $4.7M 100% Dec 2023
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Calton & Associates 26k $4.8M 2% Mar 2024
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Moneta Group Investment Advisors 26k $4.3M -1% Dec 2023
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Summit X 25k $4.2M 100% Dec 2023
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Envestnet Portfolio Solutions 24k $4.1M 100% Dec 2023
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Private Advisor 24k $4.1M -1% Dec 2023
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Beacon Pointe Advisors 23k $4.0M 3% Dec 2023
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Zhang Financial 23k $4.4M 23% Mar 2024
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Stokes Family Office 22k $3.8M -27% Dec 2023
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National Asset Management 22k $3.7M 2% Dec 2023
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David Kennon 21k $3.5M -3% Dec 2023
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Prime Capital Investment Advisors 20k $3.4M 0% Dec 2023
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HighTower Advisors 20k $3.4M -8% Dec 2023
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Atria Investments 20k $3.3M 3% Dec 2023
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Buttonwood Financial Group 19k $3.6M -55% Mar 2024
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Wealthfront Advisers 19k $3.6M 62% Mar 2024
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Dynamic Advisors Solutions 19k $3.5M -10% Mar 2024
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Jackson Wealth Management 19k $3.1M -2% Dec 2023
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Intl Fcstone 18k $3.0M 4% Dec 2023
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Coldstream Capital Management 18k $3.0M 9% Dec 2023
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Security Financial Services 18k $3.3M -69% Mar 2024
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Atria Wealth Solutions 17k $2.9M -9% Dec 2023
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McClarren Financial Advisors 17k $2.9M -2% Dec 2023
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Berkshire Money Management 16k $2.8M 100% Dec 2023
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Parallel Advisors 16k $2.7M 8% Dec 2023
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H D Vest Advisory Services 16k $2.7M 12% Dec 2023
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Monticello Wealth Management 16k $2.9M 0% Mar 2024
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Park Avenue Securities 15k $2.9M -6% Mar 2024
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HBW Advisory Services 15k $2.6M 0% Mar 2024
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USAdvisors Wealth Management 15k $2.5M 51% Dec 2023
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Kestra Private Wealth Services 15k $2.5M -9% Dec 2023
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Archford Capital Strategies 15k $2.7M 0% Mar 2024
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Hilltop Wealth Advisors 14k $2.7M -2% Mar 2024
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Retirement Capital Strategies 14k $2.4M 7% Dec 2023
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Brand Asset Management Group 14k $2.4M -1% Dec 2023
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HF Advisory Group 14k $2.6M 0% Mar 2024
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Leo Wealth 14k $2.5M 100% Dec 2023
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Thoroughbred Financial Services 13k $2.3M -1% Dec 2023
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Cutler 13k $346k -15% Mar 2024
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Franklin Resources 13k $2.2M 0% Dec 2023
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ValMark Advisers 13k $2.2M 0% Dec 2023
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Mariner Wealth Advisors 13k $2.2M 372% Dec 2023
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Old National Trust Company 13k $2.4M -40% Mar 2024
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Clear Creek Financial Management 12k $2.3M -35% Mar 2024
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Tocqueville Asset Management 12k $2.1M 0% Dec 2023
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Lazard Asset Management 12k $2.0M -8% Dec 2023
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Matthew Goff Investment Advisor 11k $2.1M 0% Mar 2024
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SNS Financial 11k $2.1M 0% Mar 2024
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Aspire Wealth Management Corp 11k $1.9M -1% Dec 2023
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Lido Advisors 11k $1.9M -2% Dec 2023
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Level Four Advisory Services 11k $1.8M 6% Dec 2023
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HPM Partners 11k $1.8M 100% Dec 2023
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Marshall Financial Group 10k $1.9M -61% Mar 2024
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Savant Capital Management 9.8k $1.7M 0% Dec 2023
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Certified Advisory Corp 9.7k $1.6M 0% Dec 2023
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Heartwood Wealth Advisors 9.7k $1.6M 0% Dec 2023
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Main Street Financial Solutions 9.6k $1.8M -2% Mar 2024
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Royal Fund Management 9.6k $1.8M 47% Mar 2024
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Buttonwood Financial Advisors 9.5k $1.8M -3% Mar 2024
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Beacon Financial 9.5k $1.6M 100% Dec 2023
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Nations Financial Group 9.4k $1.8M -2% Mar 2024
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CMC Financial Group 9.3k $1.6M 100% Dec 2023
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Rsm Us Wealth Management 9.2k $1.6M 100% Dec 2023
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Checchi Capital Advisers 9.1k $1.7M -3% Mar 2024
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Wesbanco Trust And Investments 8.4k $1.6M 0% Mar 2024
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Financial Freedom 8.3k $1.5M 8% Mar 2024
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Salem Investment Counselors 8.2k $1.5M 2% Mar 2024
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Legacy Private Trust 8.1k $1.5M 0% Mar 2024
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Dan Callahan 8.1k $1.5M 100% Mar 2024
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Stifel Financial 7.8k $1.3M -10% Dec 2023
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Eagle Strategies 7.7k $1.4M 100% Mar 2024
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Strategic Equity Management 7.7k $1.4M -4% Mar 2024
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Steward Partners Investment Advisory 6.9k $1.2M 0% Dec 2023
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Kingsview Wealth Management 6.9k $1.2M 100% Dec 2023
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Mather Group 6.7k $1.1M 0% Mar 2024
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3Chopt Investment Partners 6.7k $1.1M 100% Dec 2023
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Proffitt & Goodson 6.6k $1.2M -3% Mar 2024
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LongView Wealth Management 6.5k $1.2M 1% Mar 2024
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Massey, Quick & Co 6.4k $1.2M 0% Mar 2024
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Ancora Advisors 6.3k $1.1M -19% Dec 2023
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Woodard & Co Asset Management Group 6.3k $1.1M -1% Dec 2023
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Alliancebernstein 6.1k $1.0M 100% Dec 2023
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Strategies Wealth Advisors 5.8k $1.1M 0% Mar 2024
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McAdam 5.8k $1.1M 3% Mar 2024
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Advisor OS 5.7k $963k 0% Dec 2023
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Mjp Associates 5.6k $1.0M -2% Mar 2024
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TrueWealth Advisors 5.3k $983k -9% Mar 2024
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James J. Burns & Company 3.8k $711k -85% Mar 2024
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Ameritas Advisory Services 3.1k $536k -48% Dec 2023
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Hobart Private Capital 1.7k $314k -94% Mar 2024
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Who sold out of Vanguard Mega Cap 300 Index?

Fund or Company Name Date Sold Shares Held Valued At
Ethos Financial Group Sep 2023 43k $6.5M