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 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-27- 3.1% |
$2.67K - $2.82K
|
843
$111K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.66% |
$2.77K - $2.92K
|
4.19K
$549K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-30- 0.98% |
$2.96K - $3.13K
|
3.03K
$398K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-44- 0.2% |
$4.35K - $4.59K
|
22.2K
$2.91M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 17.65% |
$4.45K - $4.69K
|
210
$27.5K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.26% |
$4.64K - $4.9K
|
18.2K
$2.38M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-50- 2.3% |
$4.94K - $5.21K
|
2.13K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-58- 1.09% |
$5.73K - $6.05K
|
5.27K
$691K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-79- 20.15% |
$7.8K - $8.24K
|
313
$41.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$92.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$92.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-124- 0.35% |
$12.2K - $12.9K
|
35.1K
$4.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-134- 0.51% |
$13.2K - $14K
|
26.1K
$3.43M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-135- 4.41% |
$13.3K - $14.1K
|
2.93K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-150- 1.0% |
$14.8K - $15.6K
|
14.8K
$1.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-152- 0.07% |
$15K - $15.9K
|
219K
$28.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-190- 4.75% |
$18.8K - $19.8K
|
3.81K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-191- 5.79% |
$18.9K - $19.9K
|
3.11K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-197- 1.8% |
$19.5K - $20.5K
|
10.7K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-202- 2.78% |
$20K - $21.1K
|
7.06K
$926K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-208- 2.88% |
$20.5K - $21.7K
|
7.02K
$921K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-209- 0.87% |
$20.6K - $21.8K
|
23.8K
$3.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 3.8% |
$28.1K - $29.6K
|
7.19K
$943K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-313- 5.89% |
$30.9K - $32.6K
|
5.01K
$656K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-316- 0.48% |
$31.2K - $33K
|
64.9K
$8.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-325- 5.98% |
$32.1K - $33.9K
|
5.11K
$671K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-332- 5.85% |
$32.8K - $34.6K
|
5.35K
$701K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-367- 12.55% |
$36.3K - $38.3K
|
2.56K
$336K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-377- 14.97% |
$37.2K - $39.3K
|
2.14K
$281K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-450- 88.24% |
$44.5K - $46.9K
|
60
$7.87K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-454- 3.4% |
$44.8K - $47.3K
|
12.9K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470- 8.77% |
$46.4K - $49K
|
4.89K
$641K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-473- 2.93% |
$46.7K - $49.3K
|
15.7K
$2.06M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-475- 1.6% |
$46.9K - $49.5K
|
29.2K
$3.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-487- 0.72% |
$48.1K - $50.8K
|
67.2K
$8.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-524- 7.75% |
$51.8K - $54.6K
|
6.24K
$818K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-548- 0.9% |
$54.1K - $57.1K
|
60.3K
$7.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-552- 5.45% |
$54.5K - $57.6K
|
9.57K
$1.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-560- 10.41% |
$55.3K - $58.4K
|
4.82K
$632K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-599- 27.63% |
$59.2K - $62.5K
|
1.57K
$206K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-635- 86.39% |
$62.7K - $66.2K
|
100
$13.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-639- 1.92% |
$63.1K - $66.6K
|
32.7K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-643- 7.08% |
$63.5K - $67.1K
|
8.44K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-666- 2.76% |
$65.8K - $69.5K
|
23.5K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-673- 1.08% |
$66.5K - $70.2K
|
61.5K
$8.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-685- 0.29% |
$67.7K - $71.4K
|
232K
$30.4M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-704- 10.6% |
$69.5K - $73.4K
|
5.94K
$779K
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-754- 8.72% |
$74.5K - $78.6K
|
7.9K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-813- 2.99% |
$80.3K - $84.8K
|
26.4K
$3.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-888- 5.39% |
$87.7K - $92.6K
|
15.6K
$2.04M
|