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 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
111+ 2.51% |
$10.9K - $11.5K
|
4.54K
$589K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
109+ 1.41% |
$10.7K - $11.3K
|
7.85K
$1.02M
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
70New |
$6.85K - $7.24K
|
70
$9.08K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
69+ 1.02% |
$6.75K - $7.14K
|
6.82K
$884K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
66+ 0.37% |
$6.46K - $6.83K
|
17.9K
$2.33M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
32+ 13.17% |
$3.13K - $3.31K
|
275
$35.7K
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8+ 0.27% |
$783 - $828
|
3.01K
$390K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.05% |
$97.9 - $103
|
2.07K
$268K
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3- 0.01% |
$294 - $310
|
25.4K
$3.29M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.18% |
$391 - $414
|
2.28K
$296K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.34% |
$489 - $517
|
1.48K
$192K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-6- 0.18% |
$587 - $621
|
3.29K
$426K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 26.47% |
$881 - $931
|
25
$3.24K
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.34% |
$2.45K - $2.59K
|
7.38K
$957K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 2.11% |
$2.94K - $3.1K
|
1.39K
$181K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-75- 2.93% |
$7.34K - $7.76K
|
2.49K
$322K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-77- 0.8% |
$7.53K - $7.97K
|
9.58K
$1.24M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-78- 77.23% |
$7.63K - $8.07K
|
23
$2.98K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-82- 0.72% |
$8.02K - $8.48K
|
11.3K
$1.46M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-105Closed |
$10.3K - $10.9K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-175- 2.26% |
$17.1K - $18.1K
|
7.58K
$983K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 4.25% |
$19.6K - $20.7K
|
4.51K
$585K
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
SELL
|
- |
-228- 7.9% |
$22.3K - $23.6K
|
2.66K
$345K
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-298- 0.63% |
$29.2K - $30.8K
|
47.2K
$6.12M
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300- 28.01% |
$29.4K - $31K
|
771
$100K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-320- 16.27% |
$31.3K - $33.1K
|
1.65K
$214K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-343- 8.13% |
$33.6K - $35.5K
|
3.88K
$503K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-377- 0.03% |
$36.9K - $39K
|
1.27M
$164M
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-547- 2.42% |
$53.5K - $56.6K
|
22K
$2.86M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-550Closed |
$53.8K - $56.9K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-595- 7.24% |
$58.2K - $61.6K
|
7.62K
$989K
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-625- 1.08% |
$61.2K - $64.7K
|
57.2K
$7.42M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-687- 36.9% |
$67.2K - $71.1K
|
1.18K
$152K
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-727- 2.59% |
$71.1K - $75.2K
|
27.4K
$3.55M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-835- 9.81% |
$81.7K - $86.4K
|
7.68K
$996K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-840- 1.66% |
$82.2K - $86.9K
|
49.6K
$6.44M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-849- 21.64% |
$83.1K - $87.8K
|
3.07K
$399K
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-857- 22.69% |
$83.9K - $88.7K
|
2.92K
$379K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-911- 15.88% |
$89.1K - $94.2K
|
4.83K
$626K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.06K- 1.05% |
$104K - $110K
|
99.7K
$12.9M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.17K- 15.26% |
$115K - $121K
|
6.51K
$845K
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.2K- 4.17% |
$117K - $124K
|
27.5K
$3.57M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26K- 12.0% |
$123K - $130K
|
9.22K
$1.2M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.26K- 1.12% |
$124K - $131K
|
111K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.46K- 1.63% |
$143K - $151K
|
88K
$11.4M
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 0.66% |
$159K - $168K
|
246K
$31.9M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.97K- 2.09% |
$193K - $204K
|
92.1K
$11.9M
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.02KClosed |
$198K - $209K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.08KClosed |
$203K - $215K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.08KClosed |
$203K - $215K
|
0
$0
|