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
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.98K- 16.76% |
$580K - $630K
|
29.7K
$3.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-6.65K- 5.21% |
$645K - $700K
|
121K
$15.9M
|
|
|
May 12, 2023
Q1 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-7.18K- 12.49% |
$696K - $756K
|
50.3K
$6.6M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.2K- 17.25% |
$698K - $758K
|
34.5K
$4.53M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.85K- 4.14% |
$859K - $933K
|
205K
$26.9M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-9.03K- 3.96% |
$876K - $951K
|
219K
$28.7M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.72K- 17.91% |
$943K - $1.02M
|
44.5K
$5.84M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 0.63% |
$1.03M - $1.12M
|
1.68M
$220M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-11K- 99.5% |
$1.07M - $1.16M
|
55
$7.21K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-14.5K- 37.81% |
$1.4M - $1.52M
|
23.8K
$3.12M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20.5K- 90.52% |
$1.99M - $2.16M
|
2.15K
$282K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.5K- 4.99% |
$2.28M - $2.48M
|
448K
$58.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.2K- 9.45% |
$2.74M - $2.98M
|
271K
$35.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-28.4K- 5.19% |
$2.76M - $3M
|
520K
$68.2M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.9K- 7.76% |
$3M - $3.25M
|
367K
$48.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.7K- 99.07% |
$3.46M - $3.76M
|
335
$43.9K
|
|
|
May 11, 2023
Q1 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-36K- 31.1% |
$3.5M - $3.8M
|
79.9K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.9K- 2.31% |
$3.87M - $4.2M
|
1.69M
$221M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-44.6KClosed |
$4.32M - $4.69M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-46.4K- 73.69% |
$4.5M - $4.89M
|
16.6K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.2K- 8.87% |
$5.54M - $6.02M
|
587K
$77M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-81.4K- 32.76% |
$7.9M - $8.58M
|
167K
$21.9M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-87.9K- 58.56% |
$8.52M - $9.26M
|
62.2K
$8.16M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-134K- 75.1% |
$13M - $14.1M
|
44.4K
$5.83M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-158K- 99.96% |
$15.4M - $16.7M
|
60
$7.87K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-422K- 8.84% |
$40.9M - $44.5M
|
4.35M
$571M
|