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 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.81K+ 0.42% |
$629K - $694K
|
1.38M
$173M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.75K+ 1.89% |
$623K - $688K
|
311K
$39M
|
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.65K+ 9.55% |
$612K - $675K
|
64.8K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.31K+ 74.27% |
$575K - $634K
|
12.5K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.09K+ 6.22% |
$551K - $608K
|
86.9K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.98K+ 2.21% |
$539K - $595K
|
230K
$28.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.96K+ 9.67% |
$537K - $592K
|
56.2K
$7.05M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
4.87K+ 3.43% |
$527K - $582K
|
147K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.79KNew |
$519K - $572K
|
4.79K
$601K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.73K+ 17.64% |
$513K - $565K
|
31.5K
$3.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.57K+ 0.94% |
$495K - $547K
|
492K
$61.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.52K+ 107.52% |
$489K - $540K
|
8.72K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.39K+ 169.9% |
$475K - $524K
|
6.97K
$874K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.32K+ 14.62% |
$468K - $517K
|
33.9K
$4.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.02K+ 4.95% |
$436K - $481K
|
85.3K
$10.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.98KNew |
$431K - $475K
|
3.98K
$499K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.94K+ 30.54% |
$426K - $470K
|
16.8K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.87K+ 4.87% |
$419K - $462K
|
83.3K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.84KNew |
$416K - $459K
|
3.84K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.79KNew |
$410K - $453K
|
3.79K
$475K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.62K+ 5.88% |
$392K - $433K
|
65.2K
$8.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.61K+ 16.95% |
$391K - $432K
|
24.9K
$3.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.58KNew |
$388K - $428K
|
3.58K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.5K+ 6.1% |
$380K - $419K
|
60.9K
$7.64M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.32K+ 83.28% |
$360K - $397K
|
7.31K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 7.6% |
$348K - $384K
|
45.5K
$5.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.19K+ 2.64% |
$345K - $381K
|
124K
$15.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.06K+ 17.85% |
$331K - $365K
|
20.2K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 13.75% |
$329K - $363K
|
25.2K
$3.16M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$326K - $359K
|
3.01K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.94K+ 74.2% |
$318K - $351K
|
6.89K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.93K+ 151.21% |
$317K - $350K
|
4.86K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.89K+ 69.13% |
$313K - $346K
|
7.07K
$887K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.89K+ 17.9% |
$313K - $345K
|
19K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 3.14% |
$310K - $342K
|
94K
$11.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.85KNew |
$309K - $341K
|
2.85K
$358K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
2.6K+ 3.09% |
$281K - $310K
|
86.7K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.51K+ 11.98% |
$272K - $300K
|
23.5K
$2.95M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$270K - $298K
|
2.5K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.48K+ 40.75% |
$268K - $296K
|
8.56K
$1.07M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.35KNew |
$255K - $281K
|
2.35K
$295K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.32K+ 2.3% |
$251K - $277K
|
103K
$12.9M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.21KNew |
$239K - $264K
|
2.21K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.18KNew |
$236K - $260K
|
2.18K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.15K+ 17.73% |
$233K - $257K
|
14.3K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.14KNew |
$232K - $256K
|
2.14K
$269K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.14K+ 10.99% |
$232K - $255K
|
21.6K
$2.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.08KNew |
$225K - $248K
|
2.08K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 18.21% |
$218K - $240K
|
13K
$1.64M
|