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 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-904- 16.67% |
$89.3K - $94.3K
|
4.52K
$598K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-942- 4.12% |
$93.1K - $98.2K
|
21.9K
$2.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-968- 85.97% |
$95.6K - $101K
|
158
$20.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.05K- 16.08% |
$104K - $110K
|
5.49K
$726K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.26K- 5.87% |
$125K - $132K
|
20.3K
$2.68M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.36K- 17.7% |
$134K - $141K
|
6.3K
$834K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.48K- 34.69% |
$146K - $154K
|
2.79K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.67K- 1.28% |
$165K - $175K
|
129K
$17.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.72K- 1.72% |
$170K - $179K
|
98.2K
$13M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 38.48% |
$202K - $213K
|
3.26K
$431K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.27K- 2.58% |
$224K - $236K
|
85.7K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.29K- 7.33% |
$226K - $238K
|
28.9K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.55K- 38.66% |
$251K - $265K
|
4.04K
$534K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.75K- 7.45% |
$272K - $287K
|
34.2K
$4.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.92K- 23.98% |
$288K - $304K
|
9.25K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.99K- 5.83% |
$295K - $312K
|
48.3K
$6.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.49K- 10.24% |
$345K - $364K
|
30.6K
$4.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.02K- 0.77% |
$397K - $419K
|
516K
$68.2M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-4.11K- 7.87% |
$406K - $429K
|
48.2K
$6.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.44K- 3.59% |
$438K - $463K
|
119K
$15.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.6K- 19.43% |
$455K - $480K
|
19.1K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-4.64K- 5.47% |
$459K - $484K
|
80.3K
$10.6M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-5.41K- 51.18% |
$534K - $564K
|
5.16K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.41K- 0.12% |
$534K - $564K
|
4.35M
$575M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.49K- 44.83% |
$542K - $572K
|
6.75K
$893K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.76K- 3.48% |
$667K - $705K
|
187K
$24.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-7.8K- 47.26% |
$770K - $813K
|
8.7K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.89K- 42.12% |
$779K - $823K
|
10.8K
$1.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.6K- 4.19% |
$850K - $897K
|
197K
$26M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.89K- 23.7% |
$977K - $1.03M
|
31.8K
$4.21M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 13.82% |
$1.03M - $1.09M
|
64.9K
$8.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.4K- 13.82% |
$1.03M - $1.09M
|
64.9K
$8.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 34.75% |
$1.06M - $1.12M
|
20.1K
$2.66M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11.3K- 24.86% |
$1.11M - $1.17M
|
34K
$4.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12K- 35.8% |
$1.19M - $1.25M
|
21.5K
$2.85M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 42.52% |
$1.3M - $1.38M
|
17.8K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 82.6% |
$1.35M - $1.43M
|
2.88K
$381K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.3K- 3.77% |
$1.71M - $1.8M
|
441K
$58.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.4K- 99.4% |
$1.72M - $1.81M
|
105
$13.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-19.9K- 31.44% |
$1.96M - $2.07M
|
43.3K
$5.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.6K- 9.24% |
$2.03M - $2.14M
|
202K
$26.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-21.9K- 99.21% |
$2.17M - $2.29M
|
174
$23K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22K- 26.56% |
$2.17M - $2.29M
|
60.7K
$8.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-22.3K- 50.1% |
$2.2M - $2.32M
|
22.2K
$2.93M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-23.6K- 35.49% |
$2.33M - $2.46M
|
43K
$5.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.3K- 75.22% |
$2.6M - $2.74M
|
8.66K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-44K- 19.31% |
$4.35M - $4.59M
|
184K
$24.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-45.3K- 27.09% |
$4.47M - $4.72M
|
122K
$16.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-45.4K- 93.1% |
$4.49M - $4.74M
|
3.37K
$445K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-48.7K- 39.28% |
$4.81M - $5.08M
|
75.3K
$9.96M
|