Purchases and Sales Made in Q1 2024 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2024. 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 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
659K+ 5.4% |
$71.4M - $78.8M
|
12.9M
$1.61B
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
214K+ 195.83% |
$23.1M - $25.5M
|
323K
$40.5M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
177K+ 55.48% |
$19.2M - $21.2M
|
497K
$62.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
147K+ 41.01% |
$15.9M - $17.6M
|
506K
$63.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.5K+ 397.25% |
$6.55M - $7.23M
|
75.7K
$9.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
54.5K+ 13.99% |
$5.9M - $6.51M
|
444K
$55.7M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
52.8K+ 28.43% |
$5.72M - $6.31M
|
238K
$29.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52.1K+ 9.57% |
$5.64M - $6.22M
|
596K
$74.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
43.3KNew |
$4.69M - $5.17M
|
43.3K
$5.43M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.2K+ 7.62% |
$4.35M - $4.8M
|
568K
$71.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
33.5KNew |
$3.63M - $4.01M
|
33.5K
$4.21M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.8K+ 5.93% |
$3.55M - $3.92M
|
585K
$73.4M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25.8KNew |
$2.79M - $3.08M
|
25.8K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
24.3KNew |
$2.63M - $2.9M
|
24.3K
$3.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
22K+ 26.63% |
$2.38M - $2.63M
|
104K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 0.54% |
$2.26M - $2.49M
|
3.9M
$489M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
20.9KNew |
$2.26M - $2.49M
|
20.9K
$2.62M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.1K+ 3.45% |
$2.07M - $2.29M
|
573K
$71.9M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
14K+ 174.75% |
$1.52M - $1.67M
|
22K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13.8KNew |
$1.5M - $1.65M
|
13.8K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 4.8% |
$1.46M - $1.61M
|
294K
$36.9M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13K+ 17.7% |
$1.41M - $1.56M
|
86.7K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
12.9K+ 7.82% |
$1.4M - $1.54M
|
178K
$22.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
12.6KNew |
$1.36M - $1.5M
|
12.6K
$1.58M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 19.49% |
$1.36M - $1.5M
|
76.9K
$9.65M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.4K+ 609.65% |
$1.35M - $1.49M
|
14.5K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
11.6K+ 209.36% |
$1.26M - $1.39M
|
17.2K
$2.15M
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.3K+ 4.62% |
$1.23M - $1.35M
|
257K
$32.2M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
11.3KNew |
$1.22M - $1.35M
|
11.3K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
11.2K+ 269.42% |
$1.22M - $1.34M
|
15.4K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
BUY
|
- |
11.2KNew |
$1.22M - $1.34M
|
11.2K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.1K+ 13.86% |
$1.2M - $1.32M
|
91K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.4K+ 44.26% |
$1.13M - $1.24M
|
33.9K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.65K+ 4.3% |
$1.05M - $1.15M
|
234K
$29.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.22K+ 22.54% |
$998K - $1.1M
|
50.1K
$6.28M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
8.69KNew |
$941K - $1.04M
|
8.69K
$1.09M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.11K+ 0.33% |
$879K - $969K
|
2.47M
$310M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.11K+ 0.33% |
$879K - $969K
|
2.47M
$310M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
7.83K+ 2.01% |
$849K - $936K
|
398K
$50M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
7.67K+ 16.99% |
$831K - $917K
|
52.8K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$790K - $872K
|
7.3K
$915K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.04K+ 4.58% |
$762K - $841K
|
161K
$20.1M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.76K+ 8.55% |
$732K - $807K
|
85.8K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.75K+ 1587.29% |
$731K - $806K
|
7.17K
$899K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
6.48K+ 26.76% |
$702K - $775K
|
30.7K
$3.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.44K+ 5.55% |
$698K - $770K
|
123K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.23KNew |
$675K - $745K
|
6.23K
$782K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
6.17KNew |
$668K - $737K
|
6.17K
$773K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.15KNew |
$666K - $734K
|
6.15K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.84K+ 29.32% |
$632K - $698K
|
25.7K
$3.23M
|