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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.81K- 2.22% |
$196K - $216K
|
79.7K
$9.99M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.13K- 33.35% |
$231K - $255K
|
4.26K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.15K- 12.38% |
$233K - $257K
|
15.2K
$1.91M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.17K- 16.43% |
$235K - $259K
|
11K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.27K- 1.23% |
$246K - $271K
|
182K
$22.8M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.67K- 2.46% |
$289K - $319K
|
106K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.69K- 5.47% |
$291K - $321K
|
46.4K
$5.83M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.58K- 56.31% |
$388K - $428K
|
2.78K
$348K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.77K- 5.02% |
$408K - $450K
|
71.3K
$8.95M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.82K- 6.22% |
$413K - $456K
|
57.6K
$7.22M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 1.63% |
$444K - $490K
|
248K
$31.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.22K- 0.23% |
$457K - $504K
|
1.8M
$226M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.01K- 38.21% |
$543K - $599K
|
8.1K
$1.02M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.05K- 3.26% |
$547K - $603K
|
150K
$18.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.18K- 3.5% |
$561K - $619K
|
143K
$17.9M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-7.81K- 49.92% |
$846K - $934K
|
7.84K
$983K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.24K- 4.01% |
$892K - $984K
|
197K
$24.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.46K- 23.97% |
$916K - $1.01M
|
26.8K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.8K- 53.7% |
$1.06M - $1.17M
|
8.45K
$1.06M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.3K- 20.26% |
$1.11M - $1.23M
|
40.5K
$5.08M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.6K- 48.1% |
$1.26M - $1.39M
|
12.6K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.4K- 70.21% |
$1.35M - $1.48M
|
5.27K
$661K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-12.8K- 53.04% |
$1.39M - $1.53M
|
11.3K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14.2K- 80.99% |
$1.53M - $1.69M
|
3.32K
$417K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15K- 50.12% |
$1.63M - $1.8M
|
15K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15.2K- 94.74% |
$1.64M - $1.81M
|
843
$106K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-15.3K- 18.18% |
$1.66M - $1.83M
|
68.8K
$8.63M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.5K- 26.47% |
$1.68M - $1.86M
|
43.2K
$5.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-17.2K- 8.1% |
$1.86M - $2.05M
|
195K
$24.4M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-17.5K- 0.88% |
$1.9M - $2.1M
|
1.96M
$246M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 3.09% |
$1.98M - $2.19M
|
573K
$71.9M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.4K- 4.08% |
$2M - $2.2M
|
433K
$54.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-19.8K- 29.18% |
$2.14M - $2.37M
|
48K
$6.03M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-19.9K- 7.87% |
$2.16M - $2.38M
|
233K
$29.3M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 63.22% |
$2.18M - $2.41M
|
11.7K
$1.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-24.1K- 36.54% |
$2.61M - $2.88M
|
41.9K
$5.26M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 2.53% |
$2.85M - $3.14M
|
1.01M
$127M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.9K- 14.85% |
$2.91M - $3.21M
|
154K
$19.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-27K- 17.94% |
$2.93M - $3.23M
|
124K
$15.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.7K- 5.15% |
$3.86M - $4.26M
|
657K
$82.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.3K- 3.45% |
$9.57M - $10.6M
|
2.47M
$310M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-103K- 75.88% |
$11.1M - $12.3M
|
32.7K
$4.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-142K- 48.35% |
$15.3M - $16.9M
|
151K
$19M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-635K- 56.46% |
$68.8M - $75.9M
|
490K
$61.4M
|