Purchases and Sales Made in Q3 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q3 2022. 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 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
908K+ 9.11% |
$81.7M - $94.4M
|
10.9M
$1.41B
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
146K+ 9.68% |
$13.1M - $15.1M
|
1.65M
$214M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
142KNew |
$12.8M - $14.8M
|
142K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
114K+ 5.1% |
$10.3M - $11.9M
|
2.35M
$305M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
109K+ 850.86% |
$9.77M - $11.3M
|
121K
$15.7M
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
96.1KNew |
$8.64M - $9.98M
|
96.1K
$12.5M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
95.5KNew |
$8.59M - $9.92M
|
95.5K
$12.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
94.8K+ 27.46% |
$8.53M - $9.85M
|
440K
$57.1M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
92.8K+ 5.22% |
$8.34M - $9.64M
|
1.87M
$243M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
92.3KNew |
$8.3M - $9.59M
|
92.3K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.4K+ 12.87% |
$6.96M - $8.04M
|
678K
$88M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.3K+ 31.77% |
$5.96M - $6.89M
|
275K
$35.7M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
65.7KNew |
$5.91M - $6.83M
|
65.7K
$8.53M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.2K+ 10.67% |
$5.86M - $6.77M
|
676K
$87.7M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
65.1KNew |
$5.85M - $6.76M
|
65.1K
$8.44M
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
64.2K+ 15.86% |
$5.77M - $6.67M
|
469K
$60.9M
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
34.6K+ 26.29% |
$3.11M - $3.6M
|
166K
$21.6M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
32.5K+ 700.22% |
$2.92M - $3.38M
|
37.1K
$4.82M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.1K+ 6.48% |
$2.88M - $3.33M
|
527K
$68.4M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
26.5K+ 115.19% |
$2.38M - $2.75M
|
49.5K
$6.42M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
26.1KNew |
$2.34M - $2.71M
|
26.1K
$3.38M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.4K+ 5.3% |
$2.28M - $2.64M
|
505K
$65.5M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24.8K+ 11.18% |
$2.23M - $2.57M
|
246K
$32M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
23.7K+ 30.71% |
$2.13M - $2.46M
|
101K
$13.1M
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
22.6K+ 202.23% |
$2.03M - $2.35M
|
33.8K
$4.39M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
21.2K+ 5.06% |
$1.9M - $2.2M
|
439K
$56.9M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
19.9KNew |
$1.79M - $2.07M
|
19.9K
$2.58M
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
16.3K+ 34.32% |
$1.46M - $1.69M
|
63.7K
$8.26M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.6KNew |
$1.4M - $1.62M
|
15.6K
$2.02M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
15KNew |
$1.35M - $1.56M
|
15K
$1.94M
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.5K+ 63.88% |
$1.3M - $1.5M
|
37.1K
$4.82M
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.5K+ 63.88% |
$1.3M - $1.5M
|
37.1K
$4.82M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.3K+ 25.24% |
$1.2M - $1.38M
|
66K
$8.56M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 2.66% |
$1.15M - $1.33M
|
494K
$64.1M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.3K+ 145.72% |
$1.02M - $1.18M
|
19.1K
$2.48M
|
|
Oct 24, 2022
Q3 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
11.1KNew |
$1M - $1.16M
|
11.1K
$1.44M
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
10.9K+ 209.22% |
$983K - $1.14M
|
16.2K
$2.1M
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
9.81K+ 376.15% |
$882K - $1.02M
|
12.4K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.22K+ 20.79% |
$829K - $958K
|
53.6K
$6.95M
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9.1K+ 6.43% |
$818K - $946K
|
151K
$19.5M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
8.47K+ 33.02% |
$762K - $880K
|
34.1K
$4.43M
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.4K+ 28.69% |
$756K - $873K
|
37.7K
$4.89M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
8.16K+ 6.4% |
$734K - $848K
|
136K
$17.6M
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.11K+ 4.06% |
$730K - $843K
|
208K
$27M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
7.9K+ 25.77% |
$710K - $821K
|
38.6K
$5M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.75KNew |
$697K - $805K
|
7.75K
$1.01M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.54K+ 257.79% |
$678K - $784K
|
10.5K
$1.36M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.52K+ 6.75% |
$676K - $781K
|
119K
$15.4M
|
|
Oct 17, 2022
Q3 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
7.42K+ 67.15% |
$667K - $771K
|
18.5K
$2.4M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.72KNew |
$604K - $698K
|
6.72K
$872K
|