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 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
135+ 17.24% |
$14.6K - $16.1K
|
918
$115K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
132New |
$14.3K - $15.8K
|
132
$16.6K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
118+ 29.35% |
$12.8K - $14.1K
|
520
$65.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97+ 0.9% |
$10.5K - $11.6K
|
10.9K
$1.37M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
96New |
$10.4K - $11.5K
|
96
$12K
|
|
|
Apr 24, 2024
Q1 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
95+ 0.34% |
$10.3K - $11.4K
|
28.1K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
86+ 1.92% |
$9.32K - $10.3K
|
4.56K
$572K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
85New |
$9.21K - $10.2K
|
85
$10.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
84+ 3.44% |
$9.1K - $10K
|
2.52K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
80+ 2.51% |
$8.67K - $9.56K
|
3.26K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
80+ 3.25% |
$8.67K - $9.56K
|
2.54K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
78+ 1.61% |
$8.45K - $9.32K
|
4.91K
$616K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76+ 1.04% |
$8.23K - $9.08K
|
7.4K
$928K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
72+ 0.07% |
$7.8K - $8.6K
|
105K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65New |
$7.04K - $7.77K
|
65
$8.15K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
55+ 2.98% |
$5.96K - $6.57K
|
1.9K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
35+ 2.35% |
$3.79K - $4.18K
|
1.53K
$191K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
33+ 0.56% |
$3.57K - $3.94K
|
5.97K
$749K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
23+ 0.6% |
$2.49K - $2.75K
|
3.86K
$484K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20+ 0.11% |
$2.17K - $2.39K
|
18.6K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.57% |
$1.95K - $2.15K
|
3.19K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
17+ 0.21% |
$1.84K - $2.03K
|
8.13K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16+ 0.29% |
$1.73K - $1.91K
|
5.51K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.52K - $1.67K
|
14
$1.76K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.62% |
$1.41K - $1.55K
|
2.12K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
12+ 0.09% |
$1.3K - $1.43K
|
13K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$867 - $956
|
15.4K
$1.94M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8New |
$867 - $956
|
8
$1K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6+ 0.33% |
$650 - $717
|
1.84K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$217 - $239
|
5.35K
$671K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.66% |
$217 - $239
|
304
$38.1K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$108 - $120
|
4.03K
$505K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.01% |
$108 - $120
|
15.8K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.08% |
$108 - $120
|
94
$11.8K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 0.06% |
$1.62K - $1.79K
|
23.3K
$2.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-15- 0.2% |
$1.62K - $1.79K
|
7.43K
$932K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17- 0.3% |
$1.84K - $2.03K
|
5.72K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 20.0% |
$2.17K - $2.39K
|
80
$10K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28- 1.29% |
$3.03K - $3.35K
|
2.14K
$269K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-35- 0.33% |
$3.79K - $4.18K
|
10.7K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 2.13% |
$4.66K - $5.14K
|
1.98K
$248K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-45- 0.76% |
$4.87K - $5.38K
|
5.91K
$741K
|
|
|
Apr 22, 2024
Q1 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-79- 1.66% |
$8.56K - $9.44K
|
4.69K
$588K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-87- 0.57% |
$9.42K - $10.4K
|
15.1K
$1.89M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-87- 2.14% |
$9.42K - $10.4K
|
3.98K
$500K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-90- 3.63% |
$9.75K - $10.8K
|
2.39K
$300K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-91- 11.42% |
$9.86K - $10.9K
|
706
$88.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.61% |
$11.4K - $12.5K
|
17K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-106- 1.34% |
$11.5K - $12.7K
|
7.8K
$979K
|