Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2023. 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 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
186K+ 1.64% |
$18M - $19.6M
|
11.6M
$1.52B
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
133K+ 149.28% |
$12.9M - $14M
|
222K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
122K+ 15.64% |
$11.8M - $12.8M
|
899K
$118M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
82.2K+ 196.26% |
$7.97M - $8.66M
|
124K
$16.3M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
68.6K+ 25.78% |
$6.65M - $7.23M
|
335K
$44M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
68.6K+ 25.78% |
$6.65M - $7.23M
|
335K
$44M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
57.5K+ 39.07% |
$5.58M - $6.06M
|
205K
$26.9M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
46.7K+ 25.13% |
$4.53M - $4.92M
|
233K
$30.6M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
43.4K+ 2.44% |
$4.21M - $4.57M
|
1.82M
$240M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
39.8K+ 8.23% |
$3.86M - $4.2M
|
524K
$68.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 7.85% |
$3.24M - $3.51M
|
458K
$60.3M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
30.1K+ 82.38% |
$2.92M - $3.17M
|
66.6K
$8.76M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
26.3K+ 33.07% |
$2.55M - $2.77M
|
106K
$13.9M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
24.3K+ 7.43% |
$2.36M - $2.56M
|
351K
$46.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.3K+ 13.03% |
$2.36M - $2.56M
|
211K
$27.7M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$2.29M - $2.48M
|
23.6K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
21.9K+ 12604.6% |
$2.13M - $2.31M
|
22.1K
$2.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
20.5K+ 10.14% |
$1.99M - $2.16M
|
222K
$29.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
20.4K+ 47.56% |
$1.98M - $2.15M
|
63.2K
$8.31M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.5KNew |
$1.7M - $1.84M
|
17.5K
$2.3M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.2K+ 55.41% |
$1.57M - $1.7M
|
45.3K
$5.96M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8K+ 24.51% |
$1.44M - $1.56M
|
75.3K
$9.9M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.8K+ 24.51% |
$1.44M - $1.56M
|
75.3K
$9.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7K+ 169.45% |
$1.33M - $1.44M
|
21.8K
$2.86M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13.1K+ 17.49% |
$1.27M - $1.38M
|
88K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$1.18M - $1.28M
|
12.2K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 25.27% |
$1M - $1.09M
|
51.2K
$6.74M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.87K+ 688.49% |
$957K - $1.04M
|
11.3K
$1.49M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.49K+ 1.78% |
$921K - $1M
|
542K
$71.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.15K+ 12.44% |
$888K - $964K
|
82.7K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.15K+ 435.71% |
$888K - $964K
|
11.3K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.99K+ 2.03% |
$872K - $948K
|
452K
$59.4M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
8.99K+ 7.36% |
$872K - $947K
|
131K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.64K+ 1.71% |
$838K - $910K
|
513K
$67.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Pachira Investments Inc.
|
BUY
|
- |
8.17K+ 131.33% |
$792K - $860K
|
14.4K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
7.59K+ 2.73% |
$736K - $800K
|
286K
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.25K+ 27.59% |
$703K - $764K
|
33.5K
$4.41M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.2K+ 20.84% |
$698K - $758K
|
41.7K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.93K+ 2.84% |
$672K - $730K
|
251K
$33M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
6.85K+ 39.63% |
$664K - $722K
|
24.1K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.77K+ 74.11% |
$657K - $714K
|
15.9K
$2.09M
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.39K+ 6.63% |
$620K - $673K
|
103K
$13.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.37K+ 27.37% |
$618K - $671K
|
29.6K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.52K+ 13.39% |
$535K - $582K
|
46.7K
$6.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 7.47% |
$522K - $567K
|
77.4K
$10.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.05K+ 105.08% |
$489K - $532K
|
9.85K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.91K+ 111.21% |
$476K - $517K
|
9.32K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.68K+ 6.78% |
$454K - $493K
|
73.6K
$9.68M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.41K+ 29.52% |
$428K - $465K
|
19.4K
$2.55M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
4.28K+ 1.83% |
$415K - $450K
|
238K
$31.3M
|