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
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
84+ 3.38% |
$9.54K - $10.1K
|
2.57K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
79New |
$8.98K - $9.51K
|
79
$9.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
60+ 0.53% |
$6.82K - $7.22K
|
11.4K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
58+ 0.46% |
$6.59K - $6.98K
|
12.6K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54+ 0.55% |
$6.13K - $6.5K
|
9.85K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38New |
$4.32K - $4.57K
|
38
$4.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34+ 2.71% |
$3.86K - $4.09K
|
1.29K
$161K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
32+ 1.17% |
$3.64K - $3.85K
|
2.77K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
27+ 1.06% |
$3.07K - $3.25K
|
2.57K
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
20+ 0.11% |
$2.27K - $2.41K
|
18.6K
$2.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.01% |
$2.27K - $2.41K
|
150K
$18.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
8+ 0.11% |
$909 - $963
|
6.97K
$869K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1+ 0.05% |
$114 - $120
|
1.94K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 0.1% |
$341 - $361
|
2.97K
$370K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-4- 1.01% |
$454 - $481
|
394
$49.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-6- 0.28% |
$682 - $722
|
2.14K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8- 0.14% |
$909 - $963
|
5.71K
$712K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10- 12.5% |
$1.14K - $1.2K
|
70
$8.72K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-13- 0.35% |
$1.48K - $1.56K
|
3.75K
$468K
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-15- 0.08% |
$1.7K - $1.81K
|
19.1K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-17- 0.35% |
$1.93K - $2.05K
|
4.87K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-22- 0.27% |
$2.5K - $2.65K
|
8.11K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-25- 0.47% |
$2.84K - $3.01K
|
5.26K
$655K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-29- 0.37% |
$3.29K - $3.49K
|
7.77K
$969K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-35- 1.72% |
$3.98K - $4.21K
|
2K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-35- 2.3% |
$3.98K - $4.21K
|
1.49K
$186K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-36- 0.6% |
$4.09K - $4.33K
|
5.93K
$740K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-36- 1.94% |
$4.09K - $4.33K
|
1.82K
$227K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-44- 0.59% |
$5K - $5.29K
|
7.36K
$917K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-46- 0.73% |
$5.23K - $5.54K
|
6.24K
$778K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-48- 0.65% |
$5.45K - $5.78K
|
7.38K
$920K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-55- 6.37% |
$6.25K - $6.62K
|
809
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-75- 10.65% |
$8.52K - $9.03K
|
629
$78.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-96- 0.88% |
$10.9K - $11.6K
|
10.8K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-105- 0.93% |
$11.9K - $12.6K
|
11.2K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-105- 1.32% |
$11.9K - $12.6K
|
7.86K
$979K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-117- 2.91% |
$13.3K - $14.1K
|
3.91K
$487K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-132- 0.77% |
$15K - $15.9K
|
17K
$2.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-134- 14.6% |
$15.2K - $16.1K
|
784
$97.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-144- 1.71% |
$16.4K - $17.3K
|
8.3K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 31.95% |
$18.4K - $19.5K
|
345
$43K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-168- 2.13% |
$19.1K - $20.2K
|
7.72K
$962K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-180- 0.98% |
$20.4K - $21.7K
|
18.2K
$2.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-190- 1.2% |
$21.6K - $22.9K
|
15.6K
$1.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-216- 0.84% |
$24.5K - $26K
|
25.4K
$3.17M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-239- 10.83% |
$27.2K - $28.8K
|
1.97K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-259- 3.66% |
$29.4K - $31.2K
|
6.82K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-284- 0.72% |
$32.3K - $34.2K
|
39.3K
$4.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-300- 5.43% |
$34.1K - $36.1K
|
5.22K
$651K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-301- 7.84% |
$34.2K - $36.2K
|
3.54K
$441K
|