Purchases and Sales Made in Q2 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.24% |
$187 - $218
|
827
$103K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.75% |
$93.3 - $109
|
134
$16.7K
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$93.3 - $109
|
2.85K
$356K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1+ 0.07% |
$93.3 - $109
|
1.44K
$180K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.18% |
$373 - $437
|
2.28K
$284K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 0.27% |
$653 - $764
|
2.59K
$322K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8Closed |
$746 - $874
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11- 0.15% |
$1.03K - $1.2K
|
7.54K
$939K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 0.1% |
$1.12K - $1.31K
|
11.6K
$1.44M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17- 73.91% |
$1.59K - $1.86K
|
6
$748
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17Closed |
$1.59K - $1.86K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-17- 0.06% |
$1.59K - $1.86K
|
29.6K
$3.68M
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-21- 0.09% |
$1.96K - $2.29K
|
22.3K
$2.77M
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 0.18% |
$2.61K - $3.06K
|
15.7K
$1.96M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-44- 0.91% |
$4.1K - $4.81K
|
4.78K
$596K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-52- 4.79% |
$4.85K - $5.68K
|
1.03K
$129K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-54- 1.69% |
$5.04K - $5.9K
|
3.15K
$392K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54Closed |
$5.04K - $5.9K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-59- 1.78% |
$5.5K - $6.44K
|
3.25K
$405K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60Closed |
$5.6K - $6.55K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-64- 0.8% |
$5.97K - $6.99K
|
7.98K
$995K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-68- 2.67% |
$6.34K - $7.43K
|
2.48K
$309K
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-69- 0.41% |
$6.43K - $7.54K
|
16.7K
$2.09M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-78- 2.37% |
$7.27K - $8.52K
|
3.21K
$400K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-91- 3.34% |
$8.49K - $9.94K
|
2.63K
$328K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-98- 1.72% |
$9.14K - $10.7K
|
5.59K
$696K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-98- 1.72% |
$9.14K - $10.7K
|
5.59K
$696K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-99- 4.41% |
$9.23K - $10.8K
|
2.15K
$267K
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-100- 0.78% |
$9.33K - $10.9K
|
12.8K
$1.59M
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-100- 24.94% |
$9.33K - $10.9K
|
301
$37.5K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 1.6% |
$9.33K - $10.9K
|
6.14K
$766K
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-103- 0.41% |
$9.61K - $11.2K
|
25.3K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-105Closed |
$9.79K - $11.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-106- 3.83% |
$9.89K - $11.6K
|
2.67K
$332K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-135- 0.49% |
$12.6K - $14.7K
|
27.6K
$3.44M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-142- 0.2% |
$13.2K - $15.5K
|
72.4K
$9.03M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-145Closed |
$13.5K - $15.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-147- 2.82% |
$13.7K - $16.1K
|
5.07K
$632K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-158- 2.67% |
$14.7K - $17.3K
|
5.76K
$718K
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-159- 1.68% |
$14.8K - $17.4K
|
9.28K
$1.16M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-187- 3.63% |
$17.4K - $20.4K
|
4.96K
$619K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-192- 3.1% |
$17.9K - $21K
|
6.01K
$749K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-207- 8.87% |
$19.3K - $22.6K
|
2.13K
$265K
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-218- 1.05% |
$20.3K - $23.8K
|
20.5K
$2.55M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-231- 1.37% |
$21.5K - $25.2K
|
16.7K
$2.08M
|
|
Jul 11, 2022
Q2 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-250- 7.06% |
$23.3K - $27.3K
|
3.29K
$410K
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-262- 1.02% |
$24.4K - $28.6K
|
25.4K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-266Closed |
$24.8K - $29K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-268- 9.51% |
$25K - $29.3K
|
2.55K
$318K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-342Closed |
$31.9K - $37.3K
|
0
$0
|