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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.45K- 12.87% |
$392K - $415K
|
23.4K
$2.91M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.54K- 3.43% |
$402K - $425K
|
99.6K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.81K- 30.33% |
$433K - $459K
|
8.76K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.15K- 0.23% |
$472K - $500K
|
1.8M
$224M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.22K- 2.96% |
$479K - $507K
|
138K
$17.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.98K- 2.01% |
$566K - $599K
|
243K
$30.3M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.11K- 23.07% |
$581K - $615K
|
17K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.43K- 32.0% |
$617K - $654K
|
11.5K
$1.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.01K- 18.4% |
$683K - $724K
|
26.7K
$3.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-6.27K- 2.68% |
$712K - $754K
|
227K
$28.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-7.51K- 48.75% |
$854K - $904K
|
7.9K
$984K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-8.97K- 3.76% |
$1.02M - $1.08M
|
229K
$28.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.7K- 24.87% |
$1.22M - $1.29M
|
32.5K
$4.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.8K- 81.71% |
$1.35M - $1.42M
|
2.65K
$330K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-14.2K- 5.52% |
$1.61M - $1.71M
|
243K
$30.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-17.4K- 4.37% |
$1.98M - $2.1M
|
381K
$47.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.6K- 12.1% |
$2.12M - $2.24M
|
135K
$16.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-21.7K- 11.15% |
$2.46M - $2.61M
|
173K
$21.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.1K- 71.09% |
$2.74M - $2.9M
|
9.8K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-40.7K- 2.07% |
$4.62M - $4.9M
|
1.92M
$240M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-43.1K- 60.37% |
$4.89M - $5.18M
|
28.3K
$3.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-60.8K- 33.38% |
$6.9M - $7.31M
|
121K
$15.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-69.6K- 45.96% |
$7.9M - $8.37M
|
81.8K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-92.9K- 18.97% |
$10.6M - $11.2M
|
397K
$49.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-129K- 9.38% |
$14.7M - $15.6M
|
1.25M
$156M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-141K- 8.4% |
$16M - $16.9M
|
1.54M
$191M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-146K- 3.75% |
$16.6M - $17.6M
|
3.75M
$467M
|