Purchases and Sales Made in Q2 2024 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 2024. 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 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
563K+ 4.38% |
$64M - $67.8M
|
13.4M
$1.69B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
349K+ 53.11% |
$39.6M - $42M
|
1.01M
$126M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
238K+ 11467.05% |
$27M - $28.6M
|
240K
$30.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
99K+ 9.76% |
$11.3M - $11.9M
|
1.11M
$140M
|
|
|
Jul 30, 2024
Q2 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
89.7KNew |
$10.2M - $10.8M
|
89.7K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.3K+ 3.57% |
$10M - $10.6M
|
2.56M
$322M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.3K+ 3.57% |
$10M - $10.6M
|
2.56M
$322M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.3K+ 89.18% |
$6.17M - $6.54M
|
115K
$14.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
49.3K+ 8.69% |
$5.6M - $5.93M
|
617K
$77.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.8K+ 6.68% |
$4.52M - $4.79M
|
636K
$79.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37K+ 1949.32% |
$4.2M - $4.45M
|
38.9K
$4.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
35.1K+ 35.78% |
$3.99M - $4.23M
|
133K
$16.7M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
35.1K+ 10.87% |
$3.98M - $4.22M
|
358K
$44.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
33.2K+ 7.48% |
$3.77M - $4M
|
477K
$59.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.2K+ 22.9% |
$2.87M - $3.04M
|
135K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.5K+ 5.43% |
$2.67M - $2.83M
|
457K
$57.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22.6K+ 4.55% |
$2.57M - $2.72M
|
520K
$65.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.1K+ 7.13% |
$2.51M - $2.66M
|
333K
$41.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
20.9K+ 11.77% |
$2.38M - $2.52M
|
199K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 8.43% |
$2.2M - $2.33M
|
249K
$31.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.3K+ 3.19% |
$2.08M - $2.2M
|
592K
$74.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 6.92% |
$1.9M - $2.02M
|
259K
$32.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.6K+ 20.82% |
$1.88M - $2M
|
96.3K
$12.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16K+ 38.16% |
$1.82M - $1.93M
|
57.9K
$7.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
15.6K+ 17.99% |
$1.77M - $1.88M
|
102K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
15K+ 23.14% |
$1.7M - $1.8M
|
79.7K
$10M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.4K+ 2.91% |
$1.63M - $1.73M
|
507K
$63.7M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
14.3K+ 20.84% |
$1.63M - $1.72M
|
83.1K
$10.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
14.2K+ 194.17% |
$1.61M - $1.71M
|
21.5K
$2.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11.7K+ 34.57% |
$1.33M - $1.41M
|
45.6K
$5.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 5.57% |
$1.25M - $1.32M
|
208K
$26.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.9K+ 1.96% |
$1.12M - $1.19M
|
516K
$64.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.07KNew |
$1.03M - $1.09M
|
9.07K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.56K+ 16.23% |
$973K - $1.03M
|
61.3K
$7.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
8.54KNew |
$971K - $1.03M
|
8.54K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.39K+ 3.58% |
$953K - $1.01M
|
243K
$30.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
7.84K+ 99.99% |
$890K - $943K
|
15.7K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.71K+ 59.12% |
$876K - $927K
|
20.7K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.67KNew |
$871K - $923K
|
7.67K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
7.67K+ 31.57% |
$871K - $923K
|
31.9K
$4.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.58K+ 6.19% |
$861K - $912K
|
130K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.45K+ 1.31% |
$847K - $897K
|
575K
$72.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.27K+ 2.47% |
$826K - $875K
|
301K
$37.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.04K+ 14.06% |
$800K - $848K
|
57.2K
$7.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.28K+ 5.07% |
$713K - $756K
|
130K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.13K+ 127.97% |
$696K - $737K
|
10.9K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.9K+ 22.92% |
$670K - $710K
|
31.6K
$3.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
5.56KNew |
$631K - $669K
|
5.56K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.36K+ 0.92% |
$609K - $645K
|
591K
$74.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.35K+ 5.88% |
$608K - $644K
|
96.3K
$12.1M
|