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 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.96KNew |
$563K - $597K
|
4.96K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.89K+ 5.64% |
$555K - $588K
|
91.6K
$11.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.07K+ 4.33% |
$463K - $490K
|
98.1K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.5KNew |
$397K - $421K
|
3.5K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.47KNew |
$394K - $418K
|
3.47K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.35K+ 1.65% |
$381K - $404K
|
206K
$26.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.28KNew |
$372K - $394K
|
3.28K
$422K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
3.16K+ 3.63% |
$358K - $380K
|
90.1K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.08K+ 173.03% |
$350K - $371K
|
4.86K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.04K+ 21.27% |
$345K - $365K
|
17.3K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.02K+ 92.58% |
$343K - $363K
|
6.28K
$809K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.99K+ 104.84% |
$340K - $360K
|
5.84K
$752K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.96K+ 3.91% |
$336K - $356K
|
78.6K
$10.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.95K+ 11.43% |
$335K - $355K
|
28.7K
$3.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.78K+ 3.35% |
$316K - $334K
|
85.6K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 3.59% |
$313K - $332K
|
79.7K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.7K+ 13.62% |
$306K - $324K
|
22.5K
$2.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.67K+ 303.53% |
$303K - $321K
|
3.54K
$456K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.65K+ 4.72% |
$301K - $319K
|
58.9K
$7.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.64KNew |
$300K - $317K
|
2.64K
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.57K+ 8.13% |
$292K - $309K
|
34.1K
$4.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.56K+ 53.71% |
$291K - $308K
|
7.33K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.56K+ 52.62% |
$291K - $308K
|
7.42K
$955K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.49K+ 114.47% |
$283K - $300K
|
4.67K
$601K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 56.52% |
$273K - $290K
|
6.67K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.37KNew |
$269K - $285K
|
2.37K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.37K+ 4.48% |
$269K - $285K
|
55.2K
$7.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.35KNew |
$267K - $283K
|
2.35K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23K+ 17.92% |
$254K - $269K
|
14.7K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.15KNew |
$244K - $259K
|
2.15K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.14KNew |
$243K - $257K
|
2.14K
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.1KNew |
$238K - $253K
|
2.1K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.07K+ 2.95% |
$235K - $249K
|
72.1K
$9.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.03K+ 9.21% |
$230K - $244K
|
24K
$3.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.79K+ 11.03% |
$204K - $216K
|
18.1K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.77K+ 8.79% |
$202K - $213K
|
22K
$2.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.69KNew |
$192K - $204K
|
1.69K
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.62K+ 5.92% |
$184K - $195K
|
28.9K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.57K+ 56.66% |
$179K - $189K
|
4.35K
$560K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.57K+ 59.53% |
$179K - $189K
|
4.22K
$543K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.45K+ 1.69% |
$165K - $175K
|
87.2K
$11.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.42K+ 10.9% |
$161K - $171K
|
14.4K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.4K+ 39.12% |
$159K - $169K
|
4.99K
$642K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.32K+ 2.02% |
$150K - $159K
|
66.5K
$8.56M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 251.92% |
$149K - $158K
|
1.83K
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.31K+ 2.52% |
$149K - $157K
|
53.2K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.28K+ 0.8% |
$146K - $154K
|
162K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.27K+ 18.47% |
$145K - $153K
|
8.17K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.25K+ 4.41% |
$142K - $151K
|
29.7K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.25K+ 14.34% |
$141K - $150K
|
9.93K
$1.28M
|