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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
4.67K+ 7.31% |
$461K - $487K
|
68.5K
$9.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.5K+ 36.08% |
$445K - $469K
|
17K
$2.25M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.5K+ 9.05% |
$444K - $469K
|
54.2K
$7.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.33KNew |
$428K - $452K
|
4.33K
$573K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.29K+ 43.59% |
$424K - $448K
|
14.1K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.25K+ 21.94% |
$420K - $443K
|
23.6K
$3.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.23K+ 1.94% |
$418K - $441K
|
222K
$29.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.2K+ 2.05% |
$415K - $438K
|
209K
$27.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.06KNew |
$401K - $423K
|
4.06K
$537K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4K+ 200.0% |
$395K - $417K
|
6K
$794K
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
3.81K+ 12.85% |
$376K - $397K
|
33.4K
$4.42M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.48K+ 37.33% |
$344K - $363K
|
12.8K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.42K+ 22.44% |
$338K - $356K
|
18.6K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.28K+ 7807.14% |
$324K - $342K
|
3.32K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.24K+ 2.68% |
$320K - $338K
|
124K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.22K+ 31.9% |
$318K - $336K
|
13.3K
$1.76M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.18KNew |
$314K - $332K
|
3.18K
$421K
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
3.12K+ 3.9% |
$308K - $325K
|
83K
$11M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3K+ 5.53% |
$297K - $313K
|
57.3K
$7.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.91KNew |
$287K - $303K
|
2.91K
$385K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.8KNew |
$277K - $292K
|
2.8K
$371K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.77K+ 451.55% |
$273K - $289K
|
3.38K
$447K
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.69K+ 24.37% |
$265K - $280K
|
13.7K
$1.81M
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
2.54K+ 3.6% |
$250K - $264K
|
73K
$9.66M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.3K+ 79.94% |
$228K - $240K
|
5.19K
$686K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.2KNew |
$218K - $230K
|
2.2K
$291K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.18KNew |
$215K - $227K
|
2.18K
$288K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.16KNew |
$213K - $225K
|
2.16K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.12KNew |
$209K - $221K
|
2.12K
$280K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.12K+ 89.62% |
$209K - $221K
|
4.48K
$592K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$201K - $212K
|
2.04K
$269K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.87K+ 52.54% |
$185K - $195K
|
5.44K
$720K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.85K+ 1.8% |
$183K - $193K
|
105K
$13.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.72K+ 14.51% |
$170K - $180K
|
13.6K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.53K+ 3.04% |
$151K - $160K
|
51.8K
$6.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.4K+ 12.1% |
$139K - $146K
|
13K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
1.26K+ 0.75% |
$124K - $131K
|
169K
$22.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.14K+ 1.29% |
$113K - $119K
|
89.9K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
939+ 280.3% |
$92.8K - $97.9K
|
1.27K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
927+ 1.48% |
$91.6K - $96.7K
|
63.7K
$8.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
922+ 1.97% |
$91.1K - $96.1K
|
47.7K
$6.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
911+ 13.31% |
$90K - $95K
|
7.76K
$1.03M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
729+ 23.08% |
$72K - $76K
|
3.89K
$514K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
676+ 47.57% |
$66.8K - $70.5K
|
2.1K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
608+ 3.57% |
$60.1K - $63.4K
|
17.6K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
605+ 0.63% |
$59.8K - $63.1K
|
96.2K
$12.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
602+ 3.21% |
$59.5K - $62.8K
|
19.4K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
600+ 14.11% |
$59.3K - $62.6K
|
4.85K
$642K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
582+ 23.96% |
$57.5K - $60.7K
|
3.01K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
565New |
$55.8K - $58.9K
|
565
$74.7K
|