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 $280M 0% Mar 2024
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Morgan Stanley 660k $123M 31% Mar 2024
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New York Life Investment Management 548k $102M 16% Mar 2024
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Apex Investment Services 499k $93M -3% Mar 2024
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Pnc Financial Services 449k $84M 3% Mar 2024
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Ameriprise Financial 444k $83M 6% Mar 2024
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Envestnet Asset Management 441k $82M 4% Mar 2024
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Wells Fargo & Company 433k $81M 6% Mar 2024
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Leavell Investment Management 416k $78M 4% Mar 2024
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UBS Group 386k $72M 7% Mar 2024
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LPL Financial 350k $65M 11% Mar 2024
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Branch Banking & Trust Company 327k $61M 0% Mar 2024
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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 223k $42M 0% Mar 2024
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Proequities 207k $39B 0% Mar 2024
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Summit Wealth & Retirement Planning 184k $35M 2% Mar 2024
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Orion Portfolio Solutions 184k $34M -1% Mar 2024
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Raymond James Financial Services Advisors 182k $34M 1% Mar 2024
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Commonwealth Equity Services 180k $34M 3% Mar 2024
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Ieq Capital 173k $32M 0% Mar 2024
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One Capital Management 165k $31M 128% Mar 2024
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Jpmorgan Chase & Co 161k $30M -21% Mar 2024
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Rockefeller Capital Management 154k $26M 14% Dec 2023
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Royal Bank of Canada 148k $28M 9% Mar 2024
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Captrust Financial Advisors 104k $19M -3% Mar 2024
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ProVise Management Group 103k $19M 5% Mar 2024
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Black Diamond Financial 103k $17M 0% Mar 2024
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Raymond James & Associates 100k $19M 2% Mar 2024
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Mesirow Financial Investment Management International Equity 98k $18M 100% Mar 2024
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Burns Wealth Management 95k $18M -3% Mar 2024
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Advisor Group Holdings 91k $17M 13% Mar 2024
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Financial Services Advisory 91k $17M 79% 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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Cetera Investment Advisers 80k $15M 703% Mar 2024
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American Investment Services 77k $14M 0% Mar 2024
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Systelligence 76k $14M 0% Mar 2024
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Cozad Asset Management 75k $14M 1% Mar 2024
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Capital Advantage 74k $12M 60% Dec 2023
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MA Private Wealth 71k $13M 5% Mar 2024
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Keel Point 66k $12M -2% Mar 2024
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Creative Planning 63k $12M -1% Mar 2024
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Great Valley Advisor Group 60k $11M 94% Mar 2024
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Annapolis Financial Services 55k $10M 15% Mar 2024
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HB Wealth Management 55k $10M 7% Mar 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 53k $10M 14% Mar 2024
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Baird Financial 52k $8.9M -1% Dec 2023
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Janney Montgomery Scott 49k $9.2M -9% Mar 2024
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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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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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Sensible Financial Planning & Management 41k $7.6M 2% Mar 2024
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Gray Wealth Management 39k $7.2M 0% Mar 2024
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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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Farther Finance Advisors 37k $7.0M -8% Mar 2024
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Equita Financial Network 32k $5.9M 0% Mar 2024
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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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Stephenson National Bank & Trust 31k $5.7M 9% Mar 2024
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Tradition Wealth Management 30k $5.5M -6% Mar 2024
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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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Waterford Advisors 26k $4.9M -15% Mar 2024
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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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Private Advisor 24k $4.5M 0% Mar 2024
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Berkshire Money Management 24k $4.5M 46% Mar 2024
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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 $4.2M 0% Mar 2024
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Envestnet Portfolio Solutions 22k $4.1M -10% Mar 2024
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National Asset Management 21k $3.2M -2% Mar 2024
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H D Vest Advisory Services 21k $3.9M 30% Mar 2024
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Prime Capital Investment Advisors 20k $3.4M 0% Dec 2023
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FMR 20k $3.8M 25% Mar 2024
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Buttonwood Financial Group 19k $3.6M -55% Mar 2024
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Atria Investments 19k $3.6M -1% 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 $3.5M 1% Mar 2024
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USAdvisors Wealth Management 18k $3.4M 23% Mar 2024
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Intl Fcstone 18k $3.4M 3% Mar 2024
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Atria Wealth Solutions 18k $3.4M 6% Mar 2024
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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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Susquehanna International 17k $3.2M -51% Mar 2024
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HighTower Advisors 17k $3.1M -17% Mar 2024
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Parallel Advisors 16k $3.0M -1% Mar 2024
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Monticello Wealth Management 16k $2.9M 0% Mar 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 16k $2.9M 657% 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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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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ValMark Advisers 14k $2.6M 10% Mar 2024
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Independent Advisor Alliance 14k $2.6M -50% Mar 2024
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Retirement Capital Strategies 14k $2.6M -1% Mar 2024
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Brand Asset Management Group 14k $2.6M 0% Mar 2024
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HF Advisory Group 14k $2.6M 0% Mar 2024
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Leo Wealth 14k $2.6M 0% Mar 2024
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Cutler 13k $346k -15% Mar 2024
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Kestra Private Wealth Services 13k $2.5M -10% Mar 2024
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Franklin Resources 13k $2.4M 0% Mar 2024
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Northwestern Mutual Wealth Management Company 13k $2.4M 108% Mar 2024
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Mariner Wealth Advisors 13k $2.4M 1% Mar 2024
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Old National Trust Company 13k $2.4M -40% Mar 2024
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Jane Street 13k $2.4M 100% Mar 2024
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Clear Creek Financial Management 12k $2.3M -35% Mar 2024
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Aptus Capital Advisors 12k $2.3M 100% Mar 2024
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Tocqueville Asset Management 12k $2.3M 0% Mar 2024
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David Kennon 12k $2.2M -42% Mar 2024
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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 $2.1M 0% Mar 2024
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Level Four Advisory Services 11k $1.8M 0% Mar 2024
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HPM Partners 10k $1.9M -2% Mar 2024
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Marshall Financial Group 10k $1.9M -61% Mar 2024
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Thoroughbred Financial Services 10k $1.9M -24% Mar 2024
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Savant Capital Management 9.8k $1.8M 0% Mar 2024
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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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West Wealth Group 9.5k $1.8M 100% Mar 2024
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Goss Wealth Management 9.5k $1.8M 536% Mar 2024
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Buttonwood Financial Advisors 9.5k $1.8M -3% Mar 2024
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Nations Financial Group 9.4k $1.8M -2% Mar 2024
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Coppell Advisory Solutions Corp. 9.3k $1.7M 100% Mar 2024
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Rsm Us Wealth Management 9.2k $1.7M 0% Mar 2024
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Certified Advisory Corp 9.1k $1.7M -6% Mar 2024
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Checchi Capital Advisers 9.1k $1.7M -3% Mar 2024
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CMC Financial Group 8.8k $1.7M -5% 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 7.9k $1.5M 1% Mar 2024
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Eagle Strategies 7.7k $1.4M 100% Mar 2024
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FDx Advisors 7.7k $1.4M -25% Mar 2024
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Strategic Equity Management 7.7k $1.4M -4% Mar 2024
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Blackston Financial Advisory Group 7.7k $1.4M 38% Mar 2024
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Tower Research Capital 7.1k $1.3M 612% Mar 2024
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Steward Partners Investment Advisory 6.9k $1.3M 0% Mar 2024
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James J. Burns & Company 3.8k $711k -85% Mar 2024
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Goldman Sachs Group 2.9k $546k -90% Mar 2024
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AE Wealth Management 2.8k $518k -91% Mar 2024
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McClarren Financial Advisors 2.4k $3.1M -86% Mar 2024
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Hobart Private Capital 1.7k $314k -94% Mar 2024
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Summit X 1.2k $223k -95% Mar 2024
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GeoWealth Management 0 $0 -100% 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
First Trust Advisors Sep 2023 133k $20M
Financial Network Investment Corporation Sep 2023 57k $8.7M
Beacon Harbor Wealth Advisors Dec 2023 57k $9.6M
Thrivent Financial for Lutherans Sep 2023 13k $1.9M
Lido Advisors Dec 2023 11k $1.9M
Beacon Financial Dec 2023 9.5k $1.6M