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
Bank of America Corporation 1.5M $196M -9% Dec 2022
Envestnet Asset Management 617k $82M 35% Dec 2022
Apex Investment Services 533k $71M 0% Dec 2022
Morgan Stanley 498k $66M -6% Dec 2022
New York Life Investment Management 470k $62M 13% Dec 2022
Ameriprise Financial 453k $60M -1% Dec 2022
BancorpSouth Bank 452k $60M -1% Dec 2022
Pnc Financial Services 416k $55M 0% Dec 2022
HBK Sorce Advisory 400k $401k 100% Dec 2022
UBS Group 379k $50M 37% Dec 2022
Wells Fargo & Company 325k $43M -7% Dec 2022

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Global Endowment Management 311k $41M -43% Dec 2022
Leavell Investment Management 301k $40M -2% Dec 2022
LPL Financial 288k $38M -3% Dec 2022
Proequities 251k $33B -3% Dec 2022
Kuehl Shepherd Kozlowski & Associates 235k $33M -4% Dec 2022
Branch Banking & Trust Company 223k $30M -22% Dec 2022
BKD Wealth Advisors 206k $27M 1% Dec 2022
CLS Investments 201k $27M 100% Dec 2022
Summit Wealth & Retirement Planning 181k $24M -2% Dec 2022
Raymond James Financial Services Advisors 178k $24M -3% Dec 2022
ProVise Management Group 169k $22M 14% Dec 2022
Commonwealth Equity Services 153k $20M -1% Dec 2022
Rockefeller Capital Management 151k $20M -2% Dec 2022
Royal Bank of Canada 138k $18M 17% Dec 2022
FDx Advisors 134k $18M -3% Dec 2022
First Republic Investment Management 124k $16M -1% Dec 2022
Raymond James & Associates 121k $16M 0% Dec 2022
Ieq Capital 119k $16M 30% Dec 2022
Black Diamond Financial 109k $14M -1% Dec 2022
Advisor Group Holdings 99k $13M 7% Dec 2022
Cambridge Investment Research Advisors 94k $13M 5% Dec 2022
Apella Capital 93k $12M 86% Dec 2022
Quantitative Advantage 80k $11M 10% Dec 2022
Change Path 79k $11M 0% Dec 2022
American Investment Services 76k $10M 1% Dec 2022
Cozad Asset Management 75k $9.9M 1% Dec 2022
Creative Planning 65k $8.7M -1% Dec 2022
Financial Network Investment Corporation 62k $8.2M 1476% Dec 2022
Capital Investment Advisors 57k $7.6M -13% Dec 2022
Keel Point 55k $7.2M 51% Dec 2022
Baird Financial 51k $6.8M 2% Dec 2022
HB Wealth Management 51k $6.8M 0% Dec 2022
Private Advisor 51k $6.7k -3% Dec 2022
Phillips Financial Management 51k $6.7M -5% Dec 2022
YCMNET Advisors 50k $6.6M 1% Dec 2022
Sensible Financial Planning & Management 49k $6.4M 8% Dec 2022
Janney Montgomery Scott 47k $6.2M 302% Dec 2022
Bank of New York Mellon 45k $4.1M -2% Dec 2022
Capital Advantage 44k $5.8M -13% Dec 2022
Assetmark 42k $5.6M 100% Dec 2022
Gray Wealth Management 37k $4.9M -3% Dec 2022
TriaGen Wealth Management 37k $4.9M 2% Dec 2022
GeoWealth Management 32k $4.2M -17% Dec 2022
Mml Investors Services 32k $4.2M 32% Dec 2022
Tradition Wealth Management 31k $4.1M 4% Dec 2022
AE Wealth Management 31k $4.1M 10% Dec 2022
Stokes Family Office 31k $4.0M 0% Dec 2022
UMA Financial Services 30k $4.1M 3% Dec 2022
Stephenson National Bank & Trust 29k $3.8M -28% Dec 2022
Multi-Financial Securities 29k $3.8M -9% Dec 2022
Atria Wealth Solutions 27k $3.6M -4% Dec 2022
Marshall Financial Group 26k $3.4M 15% Dec 2022
Captrust Financial Advisors 25k $3.4M 690% Dec 2022
Dynamic Advisors Solutions 25k $3.3M -7% Dec 2022
Calton & Associates 24k $3.2M 21% Dec 2022
Kestra Advisory Services 24k $3.2M 14% Dec 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 24k $3.2M 17% Dec 2022
Trustcore Financial Services 23k $3.0M -3% Dec 2022
Park Avenue Securities 22k $3.0M 100% Dec 2022
Jpmorgan Chase & Co 22k $2.9M 134% Dec 2022
National Asset Management 22k $2.9M -1% Dec 2022
Old National Trust Company 22k $2.9M -4% Dec 2022
Clarkston Capital Partners 21k $2.7M -1% Dec 2022
Stifel Financial 20k $2.6M -42% Dec 2022
Hrt Financial 19k $2.5M 165% Dec 2022
Strategic Equity Management 19k $2.5M -3% Dec 2022
Baker Ellis Asset Management 19k $2.5M -3% Dec 2022
Coldstream Capital Management 19k $2.4M 11% Dec 2022
Clear Creek Financial Management 18k $2.4M 37% Dec 2022
McClarren Financial Advisors 17k $2.2M 73% Dec 2022
HighTower Advisors 17k $2.2M -4% Dec 2022
Monticello Wealth Management 17k $2.2M -4% Dec 2022
Citadel Advisors 17k $2.2M 100% Dec 2022
Flow Traders US 16k $2.1M 100% Dec 2022
Hilltop Wealth Advisors 16k $2.1M -3% Dec 2022
Parallel Advisors 15k $2.0M -1% Dec 2022
H D Vest Advisory Services 15k $1.9M 14% Dec 2022
Certified Advisory Corp 15k $1.9M -1% Dec 2022
Kestra Private Wealth Services 14k $1.9M 8% Dec 2022
Brand Asset Management Group 14k $1.9M 0% Dec 2022
Independent Advisor Alliance 14k $1.8M 100% Dec 2022
Cetera Investment Advisers 14k $1.8M 139% Dec 2022
HF Advisory Group 14k $1.8M 100% Dec 2022
FMR 13k $1.8M 15% Dec 2022
Beacon Pointe Advisors 13k $1.7M 8% Dec 2022
Tocqueville Asset Management 12k $1.6M 0% Dec 2022
Franklin Resources 12k $1.6M 0% Dec 2022
HBW Advisory Services 12k $1.6M 1% Dec 2022
Proffitt & Goodson 12k $1.5M 1% Dec 2022
Main Street Financial Solutions 11k $1.5M -4% Dec 2022
SNS Financial 11k $1.5M -23% Dec 2022
Matthew Goff Investment Advisor 11k $1.5M 0% Dec 2022
55i 11k $1.4M 100% Sep 2022
Tower Research Capital 11k $1.5M 18680% Dec 2022
M^T Bank Corporation 11k $1.1M 141% Dec 2022
Aspire Wealth Management Corp 11k $1.5M 0% Dec 2022
Moneta Group Investment Advisors 11k $5.0M -69% Dec 2022
Sigma Planning 11k $1.4M -18% Dec 2022
TrueWealth Advisors 11k $1.4M -17% Dec 2022
HPM Partners 10k $1.4M 100% Dec 2022
Mercer Global Advisors 10k $1.4M 36% Dec 2022
Thoroughbred Financial Services 10k $1.3M -16% Dec 2022
P.J. Schmidt Investment Management 9.8k $1.3M 4% Dec 2022
Savant Capital Management 9.8k $1.3M 33% Dec 2022
Nations Financial Group 9.5k $1.3M -1% Dec 2022
Level Four Advisory Services 9.5k $1.3M -23% Dec 2022
Susquehanna International 9.2k $1.2M -81% Dec 2022
Heartwood Wealth Advisors 8.9k $1.2M 0% Dec 2022
Ancora Advisors 8.8k $1.2M -1% Dec 2022
Legacy Private Trust 8.2k $1.1M -10% Dec 2022
Goldman Sachs Group 8.1k $1.1M -64% Dec 2022
USAdvisors Wealth Management 8.0k $1.1M 17% Dec 2022
James J. Burns & Company 7.9k $1.0M -25% Dec 2022
Northwestern Mutual Wealth Management Company 7.8k $1.0M 4% Dec 2022
Financial Freedom 7.5k $999k 100% Dec 2022
Mather Group 7.2k $952k -45% Dec 2022
Salem Investment Counselors 7.1k $945k 21% Dec 2022
Jane Street 7.1k $935k 133% Dec 2022
McAdam 6.9k $1.2M 17% Dec 2022
Northern Trust 6.8k $906k 91% Dec 2022
Harbour Investments 6.7k $889k -25% Dec 2022
Checchi Capital Advisers 6.4k $853k 33% Dec 2022
Wescott Financial Advisory Group 6.4k $847k 0% Dec 2022
Woodard & Co Asset Management Group 6.3k $836k 0% Dec 2022
Steward Partners Investment Advisory 6.3k $831k 0% Dec 2022
Sandy Spring Bank 6.0k $796k -11% Dec 2022
Capital Financial Planning 5.8k $768k 0% Dec 2022
ValMark Advisers 5.8k $761k 100% Dec 2022
Ameritas Advisory Services 5.7k $761k 131% Dec 2022
Amg National Trust Bank 5.7k $757k 2% Dec 2022
Mjp Associates 5.7k $756k 2% Dec 2022
Brookstone Capital Management 5.7k $761k -3% Dec 2022
All Season Financial Advisors 5.6k $746k 100% Dec 2022
Massey, Quick & Co 5.6k $738k 1% Dec 2022
Diversified Trust Company 5.2k $695k 0% Dec 2022
Orion Portfolio Solutions 5.2k $690k 122% Dec 2022
River Wealth Advisors 5.1k $675k 114% Dec 2022
Avestar Capital 5.1k $674k 100% Dec 2022
Eudaimonia Advisors 5.0k $665k 0% Dec 2022
Accurate Wealth Management 4.1k $559k -62% Dec 2022
Gladstone Institutional Advisory 3.9k $510k -40% Dec 2022
AdvisorNet Financial 2.1k $282k -74% Dec 2022
Fortis Advisors 55.00 $7.3k -99% Dec 2022

Who sold out of Vanguard Mega Cap 300 Index?

Fund or Company Name Date Sold Shares Held Valued At
CI Investments Sep 2022 83k $10M
CX Institutional Sep 2022 56k $7.0M
Jackson Wealth Management Sep 2022 20k $2.5M
Arete Wealth Advisors Sep 2022 5.6k $702k