Purchases and Sales Made in Q2 2023 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 2023. 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, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
380K+ 3.29% |
$37.6M - $39.7M
|
11.9M
$1.58B
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
236K+ 106.26% |
$23.4M - $24.7M
|
459K
$60.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 7.69% |
$12.7M - $13.5M
|
1.81M
$239M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
106KNew |
$10.5M - $11.1M
|
106K
$14.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
86.9K+ 71.85% |
$8.58M - $9.06M
|
208K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84.7K+ 31.29% |
$8.37M - $8.83M
|
355K
$47M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
77K+ 4.56% |
$7.6M - $8.03M
|
1.77M
$233M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
63.2KNew |
$6.25M - $6.59M
|
63.2K
$8.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
61.7K+ 4.39% |
$6.1M - $6.44M
|
1.47M
$194M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
53.5K+ 2.94% |
$5.29M - $5.58M
|
1.88M
$248M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.7K+ 388.6% |
$4.32M - $4.56M
|
55K
$7.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.4K+ 57.6% |
$4.19M - $4.42M
|
116K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40.5KNew |
$4M - $4.22M
|
40.5K
$5.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
36K+ 15.09% |
$3.55M - $3.75M
|
274K
$36.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
34.3K+ 9.75% |
$3.38M - $3.57M
|
386K
$51M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.7K+ 5.36% |
$3.13M - $3.31M
|
623K
$82.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
27.3K+ 1.12% |
$2.7M - $2.85M
|
2.47M
$327M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
24.5K+ 10.29% |
$2.42M - $2.55M
|
262K
$34.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
22K+ 11.36% |
$2.18M - $2.3M
|
216K
$28.6M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
21.1K+ 29.98% |
$2.08M - $2.2M
|
91.3K
$12.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
20.7K+ 144.23% |
$2.05M - $2.16M
|
35.1K
$4.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
19.9K+ 5.94% |
$1.96M - $2.07M
|
354K
$46.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.8K+ 334.05% |
$1.96M - $2.07M
|
25.8K
$3.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
19.2K+ 3.67% |
$1.9M - $2.01M
|
543K
$71.8M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
19K+ 5.68% |
$1.88M - $1.98M
|
354K
$46.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15.4K+ 5.39% |
$1.52M - $1.61M
|
301K
$39.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.8K+ 5.05% |
$1.37M - $1.44M
|
288K
$38M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 5.27% |
$1.1M - $1.16M
|
222K
$29.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 8.42% |
$1.08M - $1.14M
|
141K
$18.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10K+ 45.9% |
$988K - $1.04M
|
31.8K
$4.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.98KNew |
$986K - $1.04M
|
9.98K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.02K+ 419.53% |
$891K - $941K
|
11.2K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.28K+ 1.61% |
$818K - $863K
|
521K
$69M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
7.93K+ 99.74% |
$783K - $827K
|
15.9K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.82K+ 36.78% |
$773K - $816K
|
29.1K
$3.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.81K+ 1.73% |
$772K - $815K
|
459K
$60.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.67K+ 15.64% |
$758K - $800K
|
56.7K
$7.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.6K+ 7.18% |
$751K - $793K
|
113K
$15M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.4K+ 222.36% |
$731K - $772K
|
10.7K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.21KNew |
$712K - $752K
|
7.21K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.56K+ 41.21% |
$648K - $684K
|
22.5K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.84K+ 12.57% |
$576K - $608K
|
52.2K
$6.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.72KNew |
$565K - $597K
|
5.72K
$757K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.7K+ 8.01% |
$563K - $595K
|
76.9K
$10.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.65K+ 7.29% |
$558K - $589K
|
83.1K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.17KNew |
$511K - $539K
|
5.17K
$684K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.98KNew |
$492K - $519K
|
4.98K
$658K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.88K+ 20.43% |
$482K - $509K
|
28.8K
$3.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.85K+ 5.64% |
$479K - $505K
|
90.8K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 1.03% |
$467K - $493K
|
463K
$61.2M
|