Purchases and Sales Made in Q2 2023 in Vanguard Mega Cap Value (MGV)

MGV Quotes by TradingView

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 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
515
+ 14.95%
$50.9K - $53.7K
3.96K $524K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
464
+ 1.53%
$45.8K - $48.4K
30.7K $4.07M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
421
+ 0.63%
$41.6K - $43.9K
66.8K $8.83M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
405
+ 11.63%
$40K - $42.2K
3.89K $514K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
400
+ 1.0%
$39.5K - $41.7K
40.4K $5.35M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
320
New
$31.6K - $33.4K
320 $42.3K
Jul 24, 2023 Q2 2023
Center For Asset Management LLC

BUY
 -
291
+ 0.52%
$28.7K - $30.3K
56.3K $7.45M
Aug 10, 2023 Q2 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
262
+ 3.5%
$25.9K - $27.3K
7.76K $1.03M
Aug 09, 2023 Q2 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
250
+ 1.85%
$24.7K - $26.1K
13.8K $1.83M
Aug 09, 2023 Q2 2023
Resolute Advisors LLC

BUY
 -
243
+ 0.65%
$24K - $25.3K
37.8K $5M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
195
+ 0.2%
$19.3K - $20.3K
95.5K $12.6M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
152
+ 0.25%
$15K - $15.9K
62.1K $8.22M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
146
+ 2.82%
$14.4K - $15.2K
5.32K $703K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
142
New
$14K - $14.8K
142 $18.8K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
139
+ 4.99%
$13.7K - $14.5K
2.93K $387K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
135
+ 1.18%
$13.3K - $14.1K
11.6K $1.54M
Jul 31, 2023 Q2 2023
Hudock, Inc.

BUY
 -
115
+ 1.87%
$11.4K - $12K
6.27K $829K
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
101
+ 3.95%
$9.98K - $10.5K
2.66K $351K
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
100
+ 4.09%
$9.88K - $10.4K
2.54K $336K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
88
New
$8.69K - $9.18K
88 $11.6K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
84
New
$8.3K - $8.76K
84 $11.1K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
83
+ 5.8%
$8.2K - $8.66K
1.52K $200K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
61
+ 0.64%
$6.03K - $6.36K
9.55K $1.26M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
54
+ 0.27%
$5.33K - $5.63K
20.3K $2.68M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
44
+ 0.45%
$4.35K - $4.59K
9.9K $1.31M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
38
+ 0.25%
$3.75K - $3.96K
15.4K $2.04M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
31
+ 0.65%
$3.06K - $3.23K
4.78K $632K
Oct 09, 2024 Q2 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
28
+ 0.64%
$2.77K - $2.92K
4.42K $584K
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
26
+ 0.71%
$2.57K - $2.71K
3.69K $488K
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
21
+ 0.64%
$2.07K - $2.19K
3.32K $439K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
20
+ 0.64%
$1.98K - $2.09K
3.13K $414K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
20
+ 0.24%
$1.98K - $2.09K
8.29K $1.1M
Aug 04, 2023 Q2 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
18
+ 0.7%
$1.78K - $1.88K
2.58K $341K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
15
+ 0.61%
$1.48K - $1.56K
2.47K $326K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
12
+ 0.58%
$1.19K - $1.25K
2.08K $275K
Jul 21, 2023 Q2 2023
Johnson Bixby & Associates, LLC

BUY
 -
12
+ 0.55%
$1.19K - $1.25K
2.2K $291K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
9
+ 0.12%
$889 - $939
7.65K $1.01M
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
9
+ 0.15%
$889 - $939
6.13K $811K
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
8
+ 0.05%
$790 - $834
15.4K $2.04M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1
+ 0.43%
$98.8 - $104
236 $31.2K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1
+ 0.03%
$98.8 - $104
3.95K $522K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
SELL
 -
-1
- 0.02%
$98.8 - $104
6.29K $832K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

SELL
 -
-1
- 0.01%
$98.8 - $104
15.9K $2.1M
Aug 08, 2023 Q2 2023
Haverford Trust CO

Radnor, PA
SELL
 -
-5
- 0.21%
$494 - $521
2.41K $319K
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

SELL
 -
-6
- 0.02%
$593 - $626
24.4K $3.23M
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-19
- 0.1%
$1.88K - $1.98K
19.6K $2.59M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-19
- 0.1%
$1.88K - $1.98K
19.6K $2.59M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-25
- 1.22%
$2.47K - $2.61K
2.02K $268K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

SELL
 -
-27
- 0.24%
$2.67K - $2.82K
11.3K $1.49M

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