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 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.72KNew |
$604K - $698K
|
6.72K
$889K
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
6.71K+ 3.22% |
$603K - $697K
|
215K
$28.4M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.51K+ 16.68% |
$585K - $676K
|
45.6K
$6.03M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.47K+ 77.62% |
$582K - $672K
|
14.8K
$1.96M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.42K+ 1764.01% |
$577K - $667K
|
6.79K
$897K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.96K+ 48.65% |
$536K - $619K
|
18.2K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.69KNew |
$512K - $591K
|
5.69K
$753K
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.67K+ 6.32% |
$510K - $589K
|
95.5K
$12.6M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.61KNew |
$504K - $582K
|
5.61K
$741K
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.32K+ 12.82% |
$478K - $552K
|
46.8K
$6.19M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.07K+ 2.11% |
$455K - $526K
|
246K
$32.5M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.87K+ 348.85% |
$438K - $506K
|
6.27K
$829K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.83K+ 208.05% |
$435K - $502K
|
7.16K
$946K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.75K+ 189.02% |
$427K - $494K
|
7.27K
$961K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.5KNew |
$405K - $468K
|
4.5K
$596K
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
4.18K+ 7.65% |
$376K - $434K
|
58.8K
$7.78M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.17K+ 0.98% |
$375K - $433K
|
430K
$56.8M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.8K+ 5.24% |
$342K - $395K
|
76.4K
$10.1M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.4K+ 5.03% |
$305K - $353K
|
70.9K
$9.38M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3K+ 96.74% |
$270K - $312K
|
6.1K
$807K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.98K+ 4.78% |
$268K - $310K
|
65.4K
$8.64M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.98K+ 1.79% |
$267K - $309K
|
170K
$22.4M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.78KNew |
$250K - $288K
|
2.78K
$367K
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
2.76K+ 7.95% |
$248K - $287K
|
37.4K
$4.95M
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.69K+ 5.13% |
$241K - $279K
|
55K
$7.27M
|
|
Oct 21, 2022
Q3 2022
|
Pachira Investments Inc.
|
BUY
|
- |
2.56KNew |
$230K - $266K
|
2.56K
$339K
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
2.47K+ 3.57% |
$222K - $257K
|
71.7K
$9.49M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.39K+ 7.67% |
$215K - $249K
|
33.6K
$4.44M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.32K+ 2.25% |
$209K - $241K
|
105K
$13.9M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.29KNew |
$206K - $238K
|
2.29K
$303K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.28K+ 15.57% |
$205K - $237K
|
16.9K
$2.24M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.26KNew |
$203K - $235K
|
2.26K
$299K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.78K+ 10.68% |
$160K - $185K
|
18.4K
$2.44M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.61K+ 5.34% |
$144K - $167K
|
31.7K
$4.19M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.51K+ 0.98% |
$136K - $157K
|
155K
$20.6M
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.43K+ 33.68% |
$129K - $149K
|
5.69K
$752K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.4K+ 2.33% |
$126K - $145K
|
61.4K
$8.13M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.38K+ 21.77% |
$124K - $144K
|
7.74K
$1.02M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.33K+ 9.8% |
$119K - $138K
|
14.9K
$1.97M
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
1.32K+ 2.02% |
$118K - $137K
|
66.5K
$8.8M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.32KNew |
$118K - $137K
|
1.32K
$174K
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 5.44% |
$114K - $131K
|
24.5K
$3.24M
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.26K+ 4.56% |
$113K - $131K
|
28.9K
$3.82M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.14K+ 36.76% |
$102K - $118K
|
4.23K
$559K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.13KNew |
$101K - $117K
|
1.13K
$149K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$98.9K - $114K
|
1.1K
$145K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.02K+ 1.26% |
$92.1K - $106K
|
82.4K
$10.9M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
965+ 3.04% |
$86.8K - $100K
|
32.7K
$4.33M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
865+ 1.53% |
$77.8K - $89.9K
|
57.3K
$7.57M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
865+ 1.53% |
$77.8K - $89.9K
|
57.3K
$7.57M
|