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 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
515+ 14.95% |
$50.9K - $53.7K
|
3.96K
$519K
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
464+ 1.53% |
$45.8K - $48.4K
|
30.7K
$4.03M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
421+ 0.63% |
$41.6K - $43.9K
|
66.8K
$8.76M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
405+ 11.63% |
$40K - $42.2K
|
3.89K
$510K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400+ 1.0% |
$39.5K - $41.7K
|
40.4K
$5.31M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
320New |
$31.6K - $33.4K
|
320
$42K
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
291+ 0.52% |
$28.7K - $30.3K
|
56.3K
$7.39M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
262+ 3.5% |
$25.9K - $27.3K
|
7.76K
$1.02M
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
250+ 1.85% |
$24.7K - $26.1K
|
13.8K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
243+ 0.65% |
$24K - $25.3K
|
37.8K
$4.96M
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
225+ 5.07% |
$22.2K - $23.5K
|
4.66K
$611K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
195+ 0.2% |
$19.3K - $20.3K
|
95.5K
$12.5M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
152+ 0.25% |
$15K - $15.9K
|
62.1K
$8.15M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
146+ 2.82% |
$14.4K - $15.2K
|
5.32K
$698K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
142New |
$14K - $14.8K
|
142
$18.6K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
139+ 4.99% |
$13.7K - $14.5K
|
2.93K
$384K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
135+ 1.18% |
$13.3K - $14.1K
|
11.6K
$1.52M
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
115+ 1.87% |
$11.4K - $12K
|
6.27K
$822K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
101+ 3.95% |
$9.98K - $10.5K
|
2.66K
$348K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
100+ 4.09% |
$9.88K - $10.4K
|
2.54K
$334K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
88New |
$8.69K - $9.18K
|
88
$11.5K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$8.3K - $8.76K
|
84
$11K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
83+ 5.8% |
$8.2K - $8.66K
|
1.52K
$199K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
61+ 0.64% |
$6.03K - $6.36K
|
9.55K
$1.25M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
54+ 0.27% |
$5.33K - $5.63K
|
20.3K
$2.66M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44+ 0.45% |
$4.35K - $4.59K
|
9.9K
$1.3M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
38+ 0.25% |
$3.75K - $3.96K
|
15.4K
$2.02M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
31+ 0.65% |
$3.06K - $3.23K
|
4.78K
$627K
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
28+ 0.64% |
$2.77K - $2.92K
|
4.42K
$579K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26+ 0.71% |
$2.57K - $2.71K
|
3.69K
$484K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
21+ 0.64% |
$2.07K - $2.19K
|
3.32K
$435K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20+ 0.64% |
$1.98K - $2.09K
|
3.13K
$410K
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
20+ 0.24% |
$1.98K - $2.09K
|
8.29K
$1.09M
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
18+ 0.7% |
$1.78K - $1.88K
|
2.58K
$338K
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.61% |
$1.48K - $1.56K
|
2.47K
$324K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.58% |
$1.19K - $1.25K
|
2.08K
$272K
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12+ 0.55% |
$1.19K - $1.25K
|
2.2K
$288K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9+ 0.12% |
$889 - $939
|
7.65K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.15% |
$889 - $939
|
6.13K
$804K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$790 - $834
|
15.4K
$2.02M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.43% |
$98.8 - $104
|
236
$31K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.03% |
$98.8 - $104
|
3.95K
$518K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.02% |
$98.8 - $104
|
6.29K
$825K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 0.01% |
$98.8 - $104
|
15.9K
$2.09M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5- 0.21% |
$494 - $521
|
2.41K
$316K
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6- 0.02% |
$593 - $626
|
24.4K
$3.2M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19- 0.1% |
$1.88K - $1.98K
|
19.6K
$2.57M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19- 0.1% |
$1.88K - $1.98K
|
19.6K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 1.22% |
$2.47K - $2.61K
|
2.02K
$265K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 0.24% |
$2.67K - $2.82K
|
11.3K
$1.48M
|