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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.18K+ 2.72% |
$311K - $329K
|
120K
$15.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.08K+ 5.56% |
$301K - $318K
|
58.4K
$7.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.01K+ 7.36% |
$294K - $311K
|
43.9K
$5.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2.88K+ 2.15% |
$282K - $298K
|
137K
$17.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$279K - $295K
|
2.85K
$369K
|
|
|
Nov 12, 2021
Q3 2021
|
Zeit Capital LLC
|
BUY
|
- |
2.71K+ 1.14% |
$265K - $281K
|
241K
$31.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 6.2% |
$264K - $280K
|
46.3K
$6M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.65KNew |
$260K - $275K
|
2.65K
$344K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.56K+ 8.56% |
$250K - $265K
|
32.5K
$4.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.45KNew |
$240K - $254K
|
2.45K
$318K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4K+ 75.0% |
$235K - $248K
|
5.6K
$726K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.4K+ 1.77% |
$234K - $248K
|
137K
$17.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
2.34KNew |
$229K - $242K
|
2.34K
$304K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.32K+ 4.35% |
$227K - $240K
|
55.7K
$7.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.17K+ 2.31% |
$212K - $225K
|
96.1K
$12.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.04KNew |
$200K - $211K
|
2.04K
$265K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.02K+ 6.75% |
$197K - $208K
|
31.9K
$4.13M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2K+ 31.53% |
$196K - $207K
|
8.34K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.96K+ 4.39% |
$192K - $203K
|
46.6K
$6.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.64KNew |
$160K - $170K
|
1.64K
$213K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 5.19% |
$117K - $123K
|
24.1K
$3.13M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.14K+ 4.38% |
$112K - $118K
|
27.2K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 11.22% |
$105K - $111K
|
10.6K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 35.34% |
$104K - $110K
|
4.07K
$528K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 35.34% |
$104K - $110K
|
4.07K
$528K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
997+ 1.49% |
$97.6K - $103K
|
67.8K
$8.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
994+ 1.84% |
$97.3K - $103K
|
55.1K
$7.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
992+ 16.61% |
$97.1K - $103K
|
6.97K
$903K
|
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
817+ 7.23% |
$79.9K - $84.5K
|
12.1K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
687+ 58.47% |
$67.2K - $71.1K
|
1.86K
$242K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
670+ 16.07% |
$65.6K - $69.3K
|
4.84K
$628K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
602+ 11.29% |
$58.9K - $62.3K
|
5.93K
$769K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
600+ 4.6% |
$58.7K - $62.1K
|
13.6K
$1.77M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
592+ 16.45% |
$57.9K - $61.2K
|
4.19K
$544K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
550+ 1.95% |
$53.8K - $56.9K
|
28.7K
$3.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
549New |
$53.7K - $56.8K
|
549
$71.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
475+ 6.49% |
$46.5K - $49.1K
|
7.8K
$1.01M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
472+ 2.64% |
$46.2K - $48.8K
|
18.4K
$2.38M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
458+ 18.79% |
$44.8K - $47.4K
|
2.9K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
389+ 6.39% |
$38.1K - $40.2K
|
6.48K
$840K
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
373+ 14.79% |
$36.5K - $38.6K
|
2.9K
$376K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
367+ 1.65% |
$35.9K - $38K
|
22.6K
$2.93M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
263+ 11.02% |
$25.7K - $27.2K
|
2.65K
$344K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
236New |
$23.1K - $24.4K
|
236
$30.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
214+ 22.27% |
$20.9K - $22.1K
|
1.18K
$152K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
168+ 6.51% |
$16.4K - $17.4K
|
2.75K
$357K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
168+ 6.51% |
$16.4K - $17.4K
|
2.75K
$357K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140+ 1.94% |
$13.7K - $14.5K
|
7.36K
$954K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
135+ 2.93% |
$13.2K - $14K
|
4.74K
$614K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
131New |
$12.8K - $13.6K
|
131
$17K
|