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 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
797+ 0.35% |
$71.7K - $82.8K
|
228K
$29.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
786+ 5.0% |
$70.7K - $81.7K
|
16.5K
$2.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
739+ 0.89% |
$66.4K - $76.8K
|
83.7K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
664+ 6.64% |
$59.7K - $69K
|
10.7K
$1.38M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
612+ 15.85% |
$55K - $63.6K
|
4.47K
$580K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
574+ 19.75% |
$51.6K - $59.6K
|
3.48K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
567+ 7.06% |
$51K - $58.9K
|
8.6K
$1.12M
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
550+ 16.72% |
$49.5K - $57.1K
|
3.84K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
429+ 0.47% |
$38.6K - $44.6K
|
91.8K
$11.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
425+ 9.26% |
$38.2K - $44.2K
|
5.02K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
412+ 12.03% |
$37K - $42.8K
|
3.84K
$498K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
407+ 16.25% |
$36.6K - $42.3K
|
2.91K
$378K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
392+ 54.07% |
$35.2K - $40.7K
|
1.12K
$145K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
289New |
$26K - $30K
|
289
$37.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
282+ 5.11% |
$25.4K - $29.3K
|
5.81K
$753K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
257+ 0.51% |
$23.1K - $26.7K
|
50.4K
$6.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
256+ 4.18% |
$23K - $26.6K
|
6.38K
$827K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
251+ 0.23% |
$22.6K - $26.1K
|
109K
$14.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
225+ 0.15% |
$20.2K - $23.4K
|
154K
$19.9M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
222New |
$20K - $23.1K
|
222
$28.8K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
208New |
$18.7K - $21.6K
|
208
$27K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
170+ 2.83% |
$15.3K - $17.7K
|
6.18K
$801K
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
170+ 0.19% |
$15.3K - $17.7K
|
91.1K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
164+ 0.51% |
$14.7K - $17K
|
32.2K
$4.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
162+ 0.64% |
$14.6K - $16.8K
|
25.5K
$3.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
155+ 3.39% |
$13.9K - $16.1K
|
4.73K
$613K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
150+ 1.3% |
$13.5K - $15.6K
|
11.7K
$1.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
150+ 1.33% |
$13.5K - $15.6K
|
11.4K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146+ 1.2% |
$13.1K - $15.2K
|
12.3K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
121+ 1.61% |
$10.9K - $12.6K
|
7.66K
$993K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
$9.62K - $11.1K
|
107
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105New |
$9.44K - $10.9K
|
105
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
100+ 2.27% |
$8.99K - $10.4K
|
4.51K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
91+ 1.29% |
$8.18K - $9.45K
|
7.13K
$924K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86New |
$7.73K - $8.93K
|
86
$11.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
70+ 1.19% |
$6.29K - $7.27K
|
5.93K
$769K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
67+ 0.25% |
$6.02K - $6.96K
|
27K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60New |
$5.39K - $6.23K
|
60
$7.78K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
46+ 1.12% |
$4.14K - $4.78K
|
4.16K
$540K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21+ 0.39% |
$1.89K - $2.18K
|
5.43K
$704K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
19+ 0.02% |
$1.71K - $1.97K
|
90.6K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
10+ 0.06% |
$899 - $1.04K
|
15.7K
$2.04M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
7+ 0.05% |
$629 - $727
|
14.9K
$1.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.17% |
$180 - $208
|
1.18K
$153K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.04% |
$89.9 - $104
|
2.47K
$321K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-1- 0.07% |
$89.9 - $104
|
1.44K
$187K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2- 0.04% |
$180 - $208
|
4.96K
$643K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-7- 1.45% |
$629 - $727
|
476
$61.7K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 1.45% |
$629 - $727
|
476
$61.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 0.97% |
$899 - $1.04K
|
1.02K
$133K
|