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 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-106- 1.34% |
$11.5K - $12.7K
|
7.8K
$982K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-108- 0.62% |
$11.7K - $12.9K
|
17.3K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-114- 0.19% |
$12.3K - $13.6K
|
59.9K
$7.54M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-117- 0.71% |
$12.7K - $14K
|
16.3K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-124- 0.67% |
$13.4K - $14.8K
|
18.4K
$2.31M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-128- 0.55% |
$13.9K - $15.3K
|
23.3K
$2.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-129- 1.59% |
$14K - $15.4K
|
7.96K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-165- 6.75% |
$17.9K - $19.7K
|
2.28K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-180- 0.3% |
$19.5K - $21.5K
|
59.8K
$7.52M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-193- 3.38% |
$20.9K - $23.1K
|
5.52K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-199- 2.46% |
$21.6K - $23.8K
|
7.89K
$993K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-210- 0.42% |
$22.7K - $25.1K
|
49.8K
$6.27M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-214- 0.78% |
$23.2K - $25.6K
|
27.3K
$3.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-215- 15.19% |
$23.3K - $25.7K
|
1.2K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-256- 1.59% |
$27.7K - $30.6K
|
15.8K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290- 1.22% |
$31.4K - $34.7K
|
23.4K
$2.95M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-304- 87.11% |
$32.9K - $36.3K
|
45
$5.67K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-304- 15.27% |
$32.9K - $36.3K
|
1.69K
$212K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-331- 4.69% |
$35.9K - $39.6K
|
6.73K
$848K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-340- 14.57% |
$36.8K - $40.6K
|
1.99K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-341- 5.55% |
$36.9K - $40.8K
|
5.81K
$731K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-350- 0.02% |
$37.9K - $41.8K
|
1.68M
$211M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-361- 17.14% |
$39.1K - $43.1K
|
1.75K
$220K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-370- 34.45% |
$40.1K - $44.2K
|
704
$88.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-433- 7.22% |
$46.9K - $51.7K
|
5.56K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-525- 4.43% |
$56.9K - $62.7K
|
11.3K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-607- 14.04% |
$65.8K - $72.5K
|
3.72K
$468K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-610- 1.84% |
$66.1K - $72.9K
|
32.6K
$4.1M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-621- 1.94% |
$67.3K - $74.2K
|
31.4K
$3.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-623- 5.98% |
$67.5K - $74.5K
|
9.8K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-634- 3.21% |
$68.7K - $75.8K
|
19.1K
$2.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-639- 1.2% |
$69.2K - $76.4K
|
52.7K
$6.64M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-656- 17.59% |
$71.1K - $78.4K
|
3.07K
$387K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-991- 18.96% |
$107K - $118K
|
4.24K
$533K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-995- 30.47% |
$108K - $119K
|
2.27K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.02K- 19.67% |
$111K - $122K
|
4.18K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.05K- 4.7% |
$114K - $125K
|
21.3K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 54.46% |
$124K - $136K
|
955
$120K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.15K- 92.02% |
$125K - $138K
|
100
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.16K- 3.62% |
$125K - $138K
|
30.8K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.76% |
$131K - $145K
|
19.8K
$2.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.34K- 20.37% |
$145K - $160K
|
5.23K
$659K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 2.97% |
$148K - $163K
|
44.6K
$5.61M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 33.58% |
$148K - $163K
|
2.71K
$341K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 3.37% |
$149K - $165K
|
39.6K
$4.98M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.45K- 7.46% |
$157K - $173K
|
18K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.54K- 7.79% |
$166K - $183K
|
18.2K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.57K- 38.74% |
$170K - $188K
|
2.49K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.58K- 62.32% |
$171K - $189K
|
957
$120K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.59K- 5.5% |
$172K - $190K
|
27.3K
$3.44M
|