Purchases and Sales Made in Q3 2021 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.94MNew |
$190M - $201M
|
1.94M
$257M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
659K+ 8.62% |
$64.5M - $68.2M
|
8.3M
$1.1B
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
215K+ 88.15% |
$21M - $22.3M
|
459K
$60.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
90.8K+ 5.43% |
$8.88M - $9.39M
|
1.76M
$233M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
79.7KNew |
$7.8M - $8.25M
|
79.7K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
63.8KNew |
$6.24M - $6.6M
|
63.8K
$8.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
55.2K+ 2.97% |
$5.4M - $5.71M
|
1.91M
$253M
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
45KNew |
$4.4M - $4.65M
|
45K
$5.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.9KNew |
$4.4M - $4.65M
|
44.9K
$5.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.5K+ 15.4% |
$3.96M - $4.19M
|
303K
$40.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
37.6KNew |
$3.68M - $3.89M
|
37.6K
$4.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.3K+ 11.29% |
$3.65M - $3.85M
|
367K
$48.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 8.99% |
$3.46M - $3.66M
|
429K
$56.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30K+ 415.3% |
$2.93M - $3.1M
|
37.2K
$4.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
23.8KNew |
$2.33M - $2.46M
|
23.8K
$3.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.8KNew |
$2.33M - $2.46M
|
23.8K
$3.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 0.55% |
$2.11M - $2.23M
|
3.95M
$523M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$2.02M - $2.13M
|
20.6K
$2.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
19.6K+ 6.57% |
$1.92M - $2.03M
|
318K
$42.1M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.7K+ 232.47% |
$1.83M - $1.93M
|
26.7K
$3.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.6K+ 11.18% |
$1.72M - $1.82M
|
175K
$23.1M
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.9K+ 16.48% |
$1.65M - $1.74M
|
119K
$15.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
15.4K+ 24.93% |
$1.51M - $1.59M
|
77.2K
$10.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.5K+ 5.16% |
$1.42M - $1.5M
|
295K
$39.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 3.64% |
$1.3M - $1.37M
|
379K
$50.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
12K+ 210.48% |
$1.18M - $1.24M
|
17.7K
$2.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
11.9K+ 7.25% |
$1.17M - $1.23M
|
177K
$23.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 19.05% |
$1.14M - $1.21M
|
72.8K
$9.63M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
11.2KNew |
$1.1M - $1.16M
|
11.2K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.7KNew |
$1.05M - $1.11M
|
10.7K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10.6K+ 4.32% |
$1.04M - $1.1M
|
257K
$33.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
10.5KNew |
$1.03M - $1.09M
|
10.5K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.33KNew |
$815K - $861K
|
8.33K
$1.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
7.74KNew |
$757K - $800K
|
7.74K
$1.02M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.62K+ 252.54% |
$746K - $788K
|
10.6K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.54K+ 2.14% |
$738K - $780K
|
360K
$47.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.22KNew |
$706K - $746K
|
7.22K
$954K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6.13K+ 29.64% |
$600K - $634K
|
26.8K
$3.55M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.02K+ 4.11% |
$589K - $622K
|
152K
$20.2M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
5.75K+ 32.9% |
$563K - $595K
|
23.2K
$3.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.32K+ 49.27% |
$521K - $551K
|
16.1K
$2.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
5.28KNew |
$517K - $547K
|
5.28K
$699K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
5.14K+ 22.69% |
$503K - $532K
|
27.8K
$3.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
4.99K+ 100.0% |
$488K - $516K
|
9.97K
$1.32M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.71K+ 83.44% |
$461K - $487K
|
10.3K
$1.37M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
4.5K+ 6.28% |
$440K - $465K
|
76.1K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6K+ 13.12% |
$353K - $373K
|
31.1K
$4.11M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.49K+ 14.19% |
$341K - $361K
|
28.1K
$3.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.32KNew |
$325K - $344K
|
3.32K
$439K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.29KNew |
$322K - $341K
|
3.29K
$436K
|