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 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-310- 5.25% |
$35.2K - $37.3K
|
5.6K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-345- 5.12% |
$39.2K - $41.5K
|
6.39K
$796K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-380- 1.63% |
$43.2K - $45.7K
|
23K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-398- 2.64% |
$45.2K - $47.9K
|
14.7K
$1.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-410- 7.83% |
$46.6K - $49.3K
|
4.82K
$601K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-430- 1.85% |
$48.9K - $51.7K
|
22.8K
$2.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-435- 0.87% |
$49.4K - $52.3K
|
49.4K
$6.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-442- 2.56% |
$50.2K - $53.2K
|
16.8K
$2.1M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-457- 2.68% |
$51.9K - $55K
|
16.6K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-467- 4.37% |
$53.1K - $56.2K
|
10.2K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-501- 2.47% |
$56.9K - $60.3K
|
19.8K
$2.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-507- 0.48% |
$57.6K - $61K
|
105K
$13.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-519- 11.07% |
$59K - $62.5K
|
4.17K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-600- 0.48% |
$68.2K - $72.2K
|
124K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-653- 17.84% |
$74.2K - $78.6K
|
3.01K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-701- 24.09% |
$79.6K - $84.4K
|
2.21K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-723- 3.08% |
$82.1K - $87K
|
22.8K
$2.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-773- 3.63% |
$87.8K - $93K
|
20.5K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-819- 21.62% |
$93K - $98.6K
|
2.97K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-835- 5.05% |
$94.9K - $100K
|
15.7K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-883- 0.84% |
$100K - $106K
|
104K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-910- 1.91% |
$103K - $110K
|
46.7K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-962- 23.03% |
$109K - $116K
|
3.22K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.05K- 2.26% |
$119K - $126K
|
45.4K
$5.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.15K- 4.1% |
$131K - $139K
|
27K
$3.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 15.2% |
$140K - $148K
|
6.87K
$856K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.27K- 1.02% |
$144K - $152K
|
122K
$15.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.28K- 2.14% |
$146K - $154K
|
58.5K
$7.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 17.26% |
$168K - $178K
|
7.08K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.54K- 4.92% |
$175K - $186K
|
29.9K
$3.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.56K- 2.61% |
$177K - $188K
|
58.4K
$7.27M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.57K- 1.84% |
$178K - $189K
|
83.7K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.61K- 62.91% |
$183K - $194K
|
948
$118K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.71K- 8.98% |
$194K - $206K
|
17.3K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.92K- 4.31% |
$218K - $231K
|
42.7K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.96K- 11.63% |
$222K - $236K
|
14.9K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.02K- 9.36% |
$229K - $243K
|
19.6K
$2.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-2.03K- 0.94% |
$231K - $244K
|
214K
$26.7M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.11K- 6.85% |
$239K - $254K
|
28.7K
$3.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.15K- 11.84% |
$244K - $259K
|
16K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.26K- 1.54% |
$257K - $272K
|
145K
$18M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.65K- 47.62% |
$301K - $319K
|
2.91K
$363K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.68K- 8.23% |
$304K - $322K
|
29.9K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.69K- 54.76% |
$306K - $324K
|
2.22K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.92K- 55.47% |
$332K - $352K
|
2.35K
$293K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.94K- 3.52% |
$333K - $353K
|
80.4K
$10M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.02K- 60.88% |
$343K - $363K
|
1.94K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-3.06K- 5.31% |
$347K - $368K
|
54.5K
$6.79M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.06K- 19.36% |
$348K - $368K
|
12.7K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-3.31K- 59.55% |
$376K - $399K
|
2.25K
$280K
|