Purchases and Sales Made in Q2 2021 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46+ 1.83% |
$4.4K - $4.69K
|
2.56K
$325K
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
17+ 0.52% |
$1.63K - $1.73K
|
3.29K
$418K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.4% |
$1.15K - $1.22K
|
3.01K
$381K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.4% |
$1.15K - $1.22K
|
3.01K
$381K
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
12+ 0.15% |
$1.15K - $1.22K
|
8.22K
$1.04M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6New |
$574 - $612
|
6
$761
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.67% |
$95.6 - $102
|
61
$7.74K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.02% |
$95.6 - $102
|
5.71K
$724K
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$95.6 - $102
|
34K
$4.31M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 1.67% |
$2.87K - $3.06K
|
1.77K
$225K
|
|
Jul 16, 2021
Q2 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-32- 1.05% |
$3.06K - $3.26K
|
3.02K
$383K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42- 1.24% |
$4.02K - $4.28K
|
3.35K
$424K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-52- 1.03% |
$4.97K - $5.3K
|
5K
$634K
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-66- 1.47% |
$6.31K - $6.73K
|
4.43K
$562K
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-67- 6.52% |
$6.41K - $6.83K
|
961
$122K
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-81- 0.39% |
$7.75K - $8.26K
|
20.8K
$2.63M
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-140Closed |
$13.4K - $14.3K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
SELL
|
- |
-150- 4.76% |
$14.3K - $15.3K
|
3K
$381K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-152- 2.34% |
$14.5K - $15.5K
|
6.34K
$805K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 0.05% |
$17.9K - $19.1K
|
353K
$44.8M
|
|
Jul 20, 2021
Q2 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-205- 2.72% |
$19.6K - $20.9K
|
7.32K
$929K
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-207- 16.2% |
$19.8K - $21.1K
|
1.07K
$136K
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-211- 3.35% |
$20.2K - $21.5K
|
6.09K
$772K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-224Closed |
$21.4K - $22.8K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
SELL
|
- |
-241- 4.61% |
$23K - $24.6K
|
4.99K
$633K
|
|
Aug 02, 2021
Q2 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-253- 1.1% |
$24.2K - $25.8K
|
22.7K
$2.87M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-256- 10.08% |
$24.5K - $26.1K
|
2.28K
$290K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-265- 5.91% |
$25.3K - $27K
|
4.22K
$535K
|
|
Jul 12, 2021
Q2 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-272- 1.19% |
$26K - $27.7K
|
22.6K
$2.87M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-284- 4.04% |
$27.2K - $29K
|
6.75K
$856K
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-323Closed |
$30.9K - $32.9K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-328- 5.74% |
$31.4K - $33.5K
|
5.39K
$683K
|
|
Jul 02, 2021
Q2 2021
|
Thomasville National Bank
|
SELL
|
- |
-375- 12.1% |
$35.9K - $38.2K
|
2.72K
$346K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 62.79% |
$38.2K - $40.8K
|
237
$30.1K
|
|
Aug 09, 2021
Q2 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-477- 44.58% |
$45.6K - $48.6K
|
593
$75.2K
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-554- 1.89% |
$53K - $56.5K
|
28.7K
$3.65M
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-570- 6.28% |
$54.5K - $58.1K
|
8.51K
$1.08M
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-579- 12.39% |
$55.4K - $59.1K
|
4.1K
$520K
|
|
Aug 10, 2021
Q2 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-593- 5.79% |
$56.7K - $60.5K
|
9.65K
$1.22M
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-600- 4.12% |
$57.4K - $61.2K
|
14K
$1.77M
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-619Closed |
$59.2K - $63.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-775Closed |
$74.1K - $79K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-780- 1.2% |
$74.6K - $79.6K
|
64.3K
$8.16M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-886Closed |
$84.7K - $90.4K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-952- 31.41% |
$91K - $97.1K
|
2.08K
$264K
|
|
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-966- 3.67% |
$92.4K - $98.5K
|
25.4K
$3.22M
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.2K- 36.72% |
$115K - $122K
|
2.07K
$263K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.36KClosed |
$130K - $138K
|
0
$0
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.52K- 8.31% |
$146K - $155K
|
16.8K
$2.13M
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1.6KClosed |
$153K - $163K
|
0
$0
|