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 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6+ 0.18% |
$582 - $632
|
3.3K
$433K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.05% |
$194 - $211
|
3.95K
$518K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1+ 0.0% |
$97 - $105
|
21.5K
$2.82M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1+ 0.04% |
$97 - $105
|
2.52K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$97 - $105
|
121K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.59% |
$97 - $105
|
64
$8.39K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-6- 0.11% |
$582 - $632
|
5.38K
$705K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12- 2.99% |
$1.16K - $1.26K
|
389
$51K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12- 6.56% |
$1.16K - $1.26K
|
171
$22.4K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-34- 1.85% |
$3.3K - $3.58K
|
1.81K
$237K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 2.02% |
$3.88K - $4.21K
|
1.95K
$255K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-44- 7.79% |
$4.27K - $4.64K
|
521
$68.3K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-44- 7.79% |
$4.27K - $4.64K
|
521
$68.3K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 1.11% |
$5.82K - $6.32K
|
5.36K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-69- 1.6% |
$6.69K - $7.27K
|
4.25K
$558K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-72- 1.16% |
$6.98K - $7.59K
|
6.16K
$807K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-73- 1.51% |
$7.08K - $7.69K
|
4.75K
$623K
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-76- 0.87% |
$7.37K - $8.01K
|
8.65K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-83- 3.66% |
$8.05K - $8.75K
|
2.19K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-85- 2.7% |
$8.25K - $8.96K
|
3.06K
$402K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-110- 1.0% |
$10.7K - $11.6K
|
10.9K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.3% |
$11.5K - $12.5K
|
40K
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-126- 0.15% |
$12.2K - $13.3K
|
84.9K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-126- 1.66% |
$12.2K - $13.3K
|
7.47K
$980K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-130- 4.46% |
$12.6K - $13.7K
|
2.79K
$366K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$62.4K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$62.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-137- 2.13% |
$13.3K - $14.4K
|
6.29K
$825K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-141- 0.26% |
$13.7K - $14.9K
|
54.3K
$7.12M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-145- 1.08% |
$14.1K - $15.3K
|
13.3K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-182- 8.16% |
$17.7K - $19.2K
|
2.05K
$269K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-208- 61.18% |
$20.2K - $21.9K
|
132
$17.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-220- 1.57% |
$21.3K - $23.2K
|
13.8K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-242- 0.38% |
$23.5K - $25.5K
|
62.8K
$8.24M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-250- 4.4% |
$24.3K - $26.3K
|
5.44K
$713K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-254- 6.38% |
$24.6K - $26.8K
|
3.73K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-321- 4.23% |
$31.1K - $33.8K
|
7.26K
$952K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
SELL
|
- |
-324- 12.19% |
$31.4K - $34.1K
|
2.33K
$306K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-328Closed |
$31.8K - $34.6K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-333- 3.87% |
$32.3K - $35.1K
|
8.27K
$1.09M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-358- 6.47% |
$34.7K - $37.7K
|
5.17K
$678K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-358- 47.73% |
$34.7K - $37.7K
|
392
$51.4K
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-395- 1.04% |
$38.3K - $41.6K
|
37.6K
$4.93M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-404- 90.58% |
$39.2K - $42.6K
|
42
$5.51K
|
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-413- 0.84% |
$40.1K - $43.5K
|
48.8K
$6.4M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-444- 1.78% |
$43.1K - $46.8K
|
24.4K
$3.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-447- 2.06% |
$43.4K - $47.1K
|
21.3K
$2.79M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-479- 70.54% |
$46.5K - $50.5K
|
200
$26.2K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-513- 7.73% |
$49.8K - $54.1K
|
6.12K
$803K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-655- 13.45% |
$63.5K - $69K
|
4.22K
$553K
|