Purchases and Sales Made in Q1 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.81K+ 5.64% |
$185K - $198K
|
33.9K
$4.22M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 39.71% |
$165K - $177K
|
5.69K
$709K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.62K+ 39.71% |
$165K - $177K
|
5.69K
$709K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.48K+ 60.2% |
$151K - $161K
|
3.93K
$490K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.34K+ 5.12% |
$136K - $146K
|
27.4K
$3.42M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 8.14% |
$135K - $145K
|
17.6K
$2.2M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.31K+ 4.64% |
$134K - $143K
|
29.6K
$3.69M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$127K - $136K
|
1.25K
$155K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$127K - $136K
|
1.25K
$155K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.22K+ 26.96% |
$125K - $134K
|
5.76K
$718K
|
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.21K+ 4.78% |
$124K - $132K
|
26.6K
$3.31M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 19.32% |
$121K - $130K
|
7.35K
$916K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17KNew |
$120K - $128K
|
1.17K
$146K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14K+ 1.95% |
$116K - $124K
|
59.3K
$7.39M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.09K+ 3.86% |
$111K - $119K
|
29.3K
$3.65M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
987New |
$101K - $108K
|
987
$123K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
957+ 8.84% |
$97.6K - $105K
|
11.8K
$1.47M
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
940+ 1.61% |
$95.9K - $103K
|
59.4K
$7.41M
|
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
917+ 3.41% |
$93.5K - $100K
|
27.8K
$3.46M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
874+ 29.1% |
$89.1K - $95.5K
|
3.88K
$483K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
857+ 13.61% |
$87.4K - $93.7K
|
7.15K
$891K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
850+ 15.78% |
$86.7K - $92.9K
|
6.24K
$777K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
822New |
$83.8K - $89.9K
|
822
$102K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
785New |
$80.1K - $85.8K
|
785
$97.8K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
751+ 13.67% |
$76.6K - $82.1K
|
6.24K
$778K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
743New |
$75.8K - $81.2K
|
743
$92.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
742+ 10.28% |
$75.7K - $81.1K
|
7.96K
$992K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
716+ 5.21% |
$73K - $78.3K
|
14.4K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
646+ 12.21% |
$65.9K - $70.6K
|
5.94K
$740K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
625+ 312.5% |
$63.7K - $68.3K
|
825
$103K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
621+ 25.47% |
$63.3K - $67.9K
|
3.06K
$381K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
557+ 153.02% |
$56.8K - $60.9K
|
921
$115K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
543+ 0.66% |
$55.4K - $59.4K
|
82.6K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
542+ 2.03% |
$55.3K - $59.2K
|
27.3K
$3.4M
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
398+ 20.56% |
$40.6K - $43.5K
|
2.33K
$291K
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
395+ 7.82% |
$40.3K - $43.2K
|
5.44K
$679K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
375+ 2.61% |
$38.2K - $41K
|
14.8K
$1.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
360+ 0.73% |
$36.7K - $39.4K
|
50K
$6.23M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
360+ 12.45% |
$36.7K - $39.4K
|
3.25K
$405K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
331+ 5.64% |
$33.8K - $36.2K
|
6.2K
$773K
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
330+ 11.5% |
$33.7K - $36.1K
|
3.2K
$399K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
276+ 9.16% |
$28.1K - $30.2K
|
3.29K
$410K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
266New |
$27.1K - $29.1K
|
266
$33.2K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
230New |
$23.5K - $25.1K
|
230
$28.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
191+ 7.27% |
$19.5K - $20.9K
|
2.82K
$351K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
172+ 50.44% |
$17.5K - $18.8K
|
513
$63.9K
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
171+ 0.5% |
$17.4K - $18.7K
|
34.6K
$4.31M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
150+ 5.83% |
$15.3K - $16.4K
|
2.72K
$339K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
145New |
$14.8K - $15.8K
|
145
$18.1K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
138+ 1.16% |
$14.1K - $15.1K
|
12.1K
$1.5M
|