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 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
500+ 3.83% |
$48.5K - $52.7K
|
13.5K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
483+ 2.06% |
$46.9K - $50.9K
|
24K
$3.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
466+ 48.8% |
$45.2K - $49.1K
|
1.42K
$186K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
464+ 116.0% |
$45K - $48.9K
|
864
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
459New |
$44.5K - $48.4K
|
459
$60.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
445+ 29.67% |
$43.2K - $46.9K
|
1.95K
$255K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
420+ 0.68% |
$40.7K - $44.3K
|
61.9K
$8.12M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
418New |
$40.5K - $44K
|
418
$54.8K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
400+ 19.71% |
$38.8K - $42.1K
|
2.43K
$319K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
381+ 0.58% |
$37K - $40.1K
|
66.4K
$8.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
372+ 2.5% |
$36.1K - $39.2K
|
15.2K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
300+ 6.66% |
$29.1K - $31.6K
|
4.81K
$630K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
281New |
$27.3K - $29.6K
|
281
$36.9K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
280+ 0.83% |
$27.2K - $29.5K
|
34.1K
$4.47M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
276+ 95.5% |
$26.8K - $29.1K
|
565
$74.1K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
252New |
$24.4K - $26.6K
|
252
$33.1K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
240+ 2.43% |
$23.3K - $25.3K
|
10.1K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
236New |
$22.9K - $24.9K
|
236
$31K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
188+ 4.61% |
$18.2K - $19.8K
|
4.27K
$560K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
152+ 0.67% |
$14.7K - $16K
|
22.8K
$3M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
149+ 2.96% |
$14.5K - $15.7K
|
5.18K
$679K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
140+ 147.37% |
$13.6K - $14.8K
|
235
$30.8K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
137+ 0.86% |
$13.3K - $14.4K
|
16.2K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
127+ 2.29% |
$12.3K - $13.4K
|
5.68K
$745K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
113+ 2.17% |
$11K - $11.9K
|
5.32K
$698K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
105+ 0.39% |
$10.2K - $11.1K
|
27.2K
$3.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
103+ 1.53% |
$9.99K - $10.9K
|
6.84K
$898K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
100+ 4.42% |
$9.7K - $10.5K
|
2.36K
$310K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$9.7K - $10.5K
|
100
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
95+ 0.51% |
$9.22K - $10K
|
18.8K
$2.46M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
94+ 1.32% |
$9.12K - $9.9K
|
7.23K
$949K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
87New |
$8.44K - $9.17K
|
87
$11.4K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
78+ 0.46% |
$7.57K - $8.22K
|
17K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
78+ 0.33% |
$7.57K - $8.22K
|
23.7K
$3.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60+ 1.47% |
$5.82K - $6.32K
|
4.15K
$544K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
57+ 0.6% |
$5.53K - $6.01K
|
9.49K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
51+ 0.09% |
$4.95K - $5.37K
|
56K
$7.35M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
44+ 0.58% |
$4.27K - $4.64K
|
7.57K
$993K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
44+ 1.83% |
$4.27K - $4.64K
|
2.45K
$322K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
44+ 0.02% |
$4.27K - $4.64K
|
194K
$25.4M
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
44+ 0.07% |
$4.27K - $4.64K
|
67.7K
$8.87M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.1% |
$4.07K - $4.43K
|
40.4K
$5.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
26+ 0.21% |
$2.52K - $2.74K
|
12.2K
$1.6M
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
26+ 0.6% |
$2.52K - $2.74K
|
4.39K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.62% |
$1.84K - $2K
|
3.11K
$408K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
16+ 0.49% |
$1.55K - $1.69K
|
3.3K
$433K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.63% |
$1.26K - $1.37K
|
2.06K
$271K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8+ 0.1% |
$776 - $843
|
7.64K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$776 - $843
|
15.4K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$776 - $843
|
8
$1.05K
|