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Vanguard Mega Cap ETF (MGC) Institutional Ownership

Vanguard Mega Cap ETF logo
$231.06 -0.06 (-0.03%)
Closing price 04:10 PM Eastern
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$231.92 +0.85 (+0.37%)
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap ETF (NYSEARCA:MGC)

Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$829.50M
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$267.01M
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MGC Institutional Buying and Selling by Quarter

Vanguard Mega Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025Exencial Wealth Advisors LLC89,460$20.12M0.7%+1.2%0.275%
7/30/2025Phillips Financial Management LLC44,497$10.01M0.7%-0.1%0.137%
7/30/2025D.A. Davidson & CO.4,448$1.00M0.0%+1.4%0.014%
7/30/2025St. Johns Investment Management Company LLC150$34K0.0%N/A0.000%
7/30/2025Pacific Sun Financial Corp2,511$565K0.3%-2.3%0.008%
7/30/2025Clune & Associates LTD.1,305$293K0.1%N/A0.004%
7/29/2025Elevation Capital Advisory LLC26,724$6.01M2.4%N/A0.082%
7/29/2025Forvis Mazars Wealth Advisors LLC197,881$44.51M1.0%-1.4%0.607%
7/29/2025Flavin Financial Services Inc.2,543$572K0.6%-31.2%0.008%
7/29/2025Systelligence LLC66,482$14.95M2.8%+8.3%0.204%
7/29/2025Signature Estate & Investment Advisors LLC1,638$368K0.0%-20.7%0.005%
7/29/2025Koshinski Asset Management Inc.1,071$241K0.0%N/A0.003%
7/29/2025Stratos Wealth Partners LTD.5,612$1.26M0.0%-28.2%0.017%
7/29/2025Harbor Asset Planning Inc.4,783$1.08M1.0%N/A0.015%
7/28/2025 Patten & Patten Inc. TN27,288$6.14M0.4%+27.9%0.084%
7/28/2025 Davidson Investment Advisors986$222K0.0%-9.6%0.003%
7/28/2025 Mutual Advisors LLC901$209K0.0%N/A0.003%
7/28/2025 Harbour Investments Inc.8,799$1.98M0.1%+4.3%0.027%
7/28/2025 Davidson Trust Co.986$222K0.1%-9.6%0.003%
7/28/2025 Brown Financial Advisory2,334$525K0.3%+94.8%0.007%
7/28/2025 RFG Advisory LLC9,053$2.04M0.0%N/A0.028%
7/25/2025 Northwest Capital Management Inc3,545$797K0.4%-32.7%0.011%
7/25/2025 Atria Wealth Solutions Inc.10,290$2.33M0.1%-27.8%0.032%
7/25/2025 Envestnet Portfolio Solutions Inc.5,372$1.21M0.0%-17.6%0.016%
7/25/2025 RHS Financial LLC1,344$302K0.2%-69.0%0.004%
7/25/2025 CWM LLC6,997$1.57M0.0%+9.4%0.021%
7/25/2025 Concurrent Investment Advisors LLC8,553$1.92M0.0%+15.6%0.026%
7/25/2025 Johnson Investment Counsel Inc.959$216K0.0%N/A0.003%
7/25/2025 Apollon Wealth Management LLC1,614$363K0.0%+5.7%0.005%
7/24/2025 JFS Wealth Advisors LLC5,433$1.22M0.1%-3.7%0.017%
7/24/2025 Costello Asset Management INC350$79K0.0%-12.7%0.001%
7/24/2025 MA Private Wealth73,334$16.49M3.0%-1.1%0.225%
7/24/2025 IFP Advisors Inc25,717$5.78M0.2%-1.6%0.079%
7/24/2025 Blair William & Co. IL2,480$558K0.0%+4.4%0.008%
7/24/2025 Capital Advisors Ltd. LLC2,185$491K0.1%+6.7%0.007%
7/24/2025 Leo Wealth LLC14,225$3.20M0.2%N/A0.044%
7/24/2025 US Bancorp DE9,442$2.12M0.0%-9.2%0.029%
7/23/2025 Eagle Strategies LLC8,590$1.93M0.3%+9.4%0.027%
7/23/2025 Clear Creek Financial Management LLC11,402$2.57M0.2%+1.1%0.035%
7/23/2025 Valmark Advisers Inc.13,023$2.93M0.0%+5.7%0.040%
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7/23/2025 TriaGen Wealth Management LLC47,051$10.58M3.2%+2.3%0.146%
7/23/2025 Prime Capital Investment Advisors LLC18,560$4.18M0.1%-1.2%0.057%
7/22/2025 Berkshire Money Management Inc.533$120K0.0%-98.9%0.002%
7/22/2025 Global Assets Advisory LLC1,400$314K0.1%-67.9%0.004%
7/22/2025 OLD National Bancorp IN6,245$1.41M0.0%-34.3%0.019%
7/22/2025 USAdvisors Wealth Management LLC19,270$4.34M1.6%-5.0%0.060%
7/22/2025 Silvia Mccoll Wealth Management LLC6,456$1.45M1.1%-3.8%0.020%
7/22/2025 Checchi Capital Advisers LLC4,147$933K0.1%-2.3%0.013%
7/22/2025 Apexium Financial LP11,492$2.59M0.1%-18.4%0.036%
7/21/2025 Segment Wealth Management LLC26,448$5.95M0.4%+9.1%0.082%
7/21/2025 Jackson Wealth Management LLC18,484$4.16M0.5%-1.3%0.057%
7/21/2025 Ascent Group LLC101,899$22.92M0.9%+48.5%0.315%
7/21/2025 Ameritas Advisory Services LLC3,295$741K0.0%-41.5%0.010%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management72,709$16.35M0.4%+2.8%0.225%
7/21/2025 1900 Wealth Management LLC15,494$3.49M0.3%-0.5%0.048%
7/21/2025 Verus Financial Partners Inc.208,041$47.18M4.8%-0.8%0.643%
7/21/2025 Triad Wealth Partners LLC31,366$7.06M1.4%+99.0%0.097%
7/21/2025 FSA Wealth Partners Inc.92,218$20.74M10.0%-6.0%0.285%
7/18/2025 Institute for Wealth Management LLC.1,147$258K0.0%-4.2%0.004%
7/18/2025 Truist Financial Corp190,959$42.95M0.1%+5.8%0.586%
7/18/2025 BCU Wealth Advisors LLC2,793$628K0.3%+16.7%0.009%
7/17/2025 Capital Investment Advisors LLC75,160$16.91M0.3%+7.4%0.232%
7/17/2025 Janney Montgomery Scott LLC88,291$19.86M0.1%+82.4%0.273%
7/17/2025 Fifth Third Securities Inc.3,620$814K0.1%-2.6%0.011%
7/17/2025 GC Wealth Management RIA LLC2,046$460K0.0%-12.9%0.006%
7/17/2025 Alpine Bank Wealth Management2,196$494K0.1%N/A0.007%
7/17/2025 Fiduciary Advisors Inc.23,992$5.40M4.7%+2.4%0.074%
7/17/2025 David Kennon Inc11,933$2.68M1.0%+0.7%0.037%
7/16/2025 Beaumont Financial Advisors LLC4,053$912K0.1%-6.9%0.013%
7/16/2025 MKT Advisors LLC2,668$598K0.2%N/A0.008%
7/16/2025 Wealth Group Ltd1,273$286K0.1%N/A0.004%
7/16/2025 Steph & Co.35,226$7.92M2.6%+18.5%0.109%
7/16/2025 Maridea Wealth Management LLC3,273$736K0.2%+23.3%0.010%
7/15/2025 McAdam LLC1,977$445K0.0%-7.9%0.006%
7/15/2025 Great Oak Capital Partners LLC927$210K0.1%N/A0.003%
7/15/2025 James J. Burns & Company LLC13,071$2.94M0.5%-25.9%0.040%
7/15/2025 Fifth Third Bancorp2,243$504K0.0%-2.2%0.007%
7/15/2025 Sheets Smith Wealth Management3,200$720K0.1%-8.6%0.010%
7/15/2025 Bay Capital Advisors LLC2,804$631K0.5%+5.7%0.009%
7/15/2025 Revisor Wealth Management LLC2,532$576K0.2%-45.6%0.008%
7/15/2025 CGN Advisors LLC1,631$367K0.0%-5.0%0.005%
7/14/2025 Buttonwood Financial Group LLC57,573$12.99M6.6%+22.9%0.178%
7/14/2025 Wooster Corthell Wealth Management Inc.481,051$108.20M20.0%+1.4%1.487%
7/14/2025 Flagstar Advisors Inc.2,291$517K0.1%+5.4%0.007%
7/14/2025 Park Avenue Securities LLC13,877$3.12M0.0%-2.6%0.043%
7/14/2025 Sowell Financial Services LLC1,144$257K0.0%N/A0.004%
7/14/2025 Physician Wealth Advisors Inc.39,603$8.91M1.4%+4.6%0.122%
7/11/2025 Colorado Capital Management Inc.47,340$10.65M4.6%+15.0%0.146%
7/11/2025 Compass Ion Advisors LLC2,200$495K0.1%-2.1%0.007%
7/11/2025 Hilltop Wealth Advisors LLC12,415$2.79M1.6%-0.6%0.038%
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7/11/2025 Capital Advantage Inc.59,049$13.28M2.1%-30.3%0.182%
7/11/2025 Farther Finance Advisors LLC4,945$1.11M0.0%+8.5%0.015%
7/11/2025 Silver Oak Securities Incorporated9,565$2.15M0.2%-28.2%0.030%
7/11/2025 TCV Trust & Wealth Management Inc.1,105$249K0.0%-19.3%0.003%
7/10/2025 HF Advisory Group LLC13,715$3.09M1.2%-1.2%0.042%
7/10/2025 Wealth Enhancement Advisory Services LLC88,581$20.14M0.0%+10.9%0.274%
7/10/2025 Brooklyn FI LLC3,941$886K0.2%-81.0%0.012%
7/10/2025 Sovran Advisors LLC13,402$3.02M0.3%+20.4%0.041%
7/9/2025 Praetorian Wealth Management Inc.88,207$19.84M4.6%N/A0.273%
7/9/2025 Breakwater Investment Management6,456$1.45M0.6%-7.4%0.020%
(Data available from 1/1/2016 forward)

MGC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MGC shares?

During the previous two years, 469 institutional investors and hedge funds held shares of Vanguard Mega Cap ETF. The most heavily invested institutionals were Bank of America Corp DE ($341.47M), Wells Fargo & Company MN ($117.83M), New York Life Investment Management LLC ($114.13M), Wooster Corthell Wealth Management Inc. ($108.20M), Envestnet Asset Management Inc. ($105.20M), Leavell Investment Management Inc. ($96.86M), and Jones Financial Companies Lllp ($95.91M).Learn more on Vanguard Mega Cap ETF's institutional investors.

Which institutional investors have been buying Vanguard Mega Cap ETF's stock?

Of the 396 institutional investors that purchased Vanguard Mega Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($463.90K), Orion Portfolio Solutions LLC ($369.31K), Apella Capital LLC ($323.27K), Raymond James Financial Inc. ($307.37K), Global Assets Advisory LLC ($283.12K), Cetera Investment Advisers ($254.78K), and Mesirow Financial Investment Management Inc. ($199.17K).

How much institutional buying is happening at Vanguard Mega Cap ETF?

Institutional investors have bought a total of 3,998,054 shares in the last 24 months. This purchase volume represents approximately $829.50M in transactions.

Which of Vanguard Mega Cap ETF's major shareholders have been selling company stock?

Of the 210 institutional investors that sold Vanguard Mega Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Apella Capital LLC ($117.91K), JPMorgan Chase & Co. ($111.38K), Mesirow Financial Investment Management Inc. ($93.99K), Forvis Mazars Wealth Advisors LLC ($88.92K), Ameriprise Financial Inc. ($78.26K), Truist Financial Corp ($56.35K), and Berkshire Money Management Inc. ($48.86K).

How much institutional selling is happening at Vanguard Mega Cap ETF?

Institutional investors have sold a total of 1,275,664 shares in the last 24 months. This volume of shares sold represents approximately $267.01M in transactions.



This page (NYSEARCA:MGC) was last updated on 7/30/2025 by MarketBeat.com Staff
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