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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13Closed |
$1.17K - $1.35K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-25- 0.64% |
$2.25K - $2.6K
|
3.89K
$505K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-28- 4.72% |
$2.52K - $2.91K
|
565
$73.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-32- 0.03% |
$2.88K - $3.32K
|
97.5K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-37- 0.39% |
$3.33K - $3.84K
|
9.36K
$1.21M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-41- 0.73% |
$3.69K - $4.26K
|
5.55K
$719K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-41- 0.73% |
$3.69K - $4.26K
|
5.55K
$719K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-57- 1.77% |
$5.12K - $5.92K
|
3.16K
$409K
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-74- 3.86% |
$6.65K - $7.69K
|
1.84K
$239K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-87- 1.34% |
$7.82K - $9.04K
|
6.43K
$834K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 2.77% |
$8.09K - $9.35K
|
3.16K
$410K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-135- 2.58% |
$12.1K - $14K
|
5.11K
$662K
|
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-150- 5.88% |
$13.5K - $15.6K
|
2.4K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-158- 2.85% |
$14.2K - $16.4K
|
5.39K
$699K
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-189- 2.66% |
$17K - $19.6K
|
6.91K
$897K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-191- 1.56% |
$17.2K - $19.8K
|
12.1K
$1.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-192- 0.46% |
$17.3K - $19.9K
|
41.3K
$5.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-207- 25.03% |
$18.6K - $21.5K
|
620
$80.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-217- 1.06% |
$19.5K - $22.5K
|
20.2K
$2.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 10.08% |
$22.5K - $26K
|
2.23K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-263- 45.9% |
$23.6K - $27.3K
|
310
$40.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-283- 1.69% |
$25.4K - $29.4K
|
16.5K
$2.14M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-300- 1.31% |
$27K - $31.2K
|
22.7K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-302- 54.71% |
$27.2K - $31.4K
|
250
$32.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-308- 2.43% |
$27.7K - $32K
|
12.4K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-325- 10.25% |
$29.2K - $33.8K
|
2.85K
$369K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-330- 3.75% |
$29.7K - $34.3K
|
8.46K
$1.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-334- 3.6% |
$30K - $34.7K
|
8.95K
$1.16M
|
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-366- 6.09% |
$32.9K - $38K
|
5.64K
$731K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-497- 18.65% |
$44.7K - $51.6K
|
2.17K
$281K
|
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-502- 2.24% |
$45.1K - $52.2K
|
21.9K
$2.84M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-530- 6.39% |
$47.7K - $55.1K
|
7.77K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-546- 1.78% |
$49.1K - $56.7K
|
30.2K
$3.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-547- 1.85% |
$49.2K - $56.8K
|
29K
$3.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-600- 63.76% |
$53.9K - $62.3K
|
341
$44.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-607- 0.89% |
$54.6K - $63.1K
|
67.5K
$8.76M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-642- 5.06% |
$57.7K - $66.7K
|
12K
$1.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-671- 0.54% |
$60.3K - $69.7K
|
124K
$16.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-791- 1.27% |
$71.1K - $82.2K
|
61.6K
$7.99M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-906- 2.18% |
$81.5K - $94.1K
|
40.7K
$5.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-932- 6.62% |
$83.8K - $96.8K
|
13.1K
$1.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.09K- 2.82% |
$97.9K - $113K
|
37.5K
$4.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.28K- 84.3% |
$115K - $133K
|
238
$30.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.39K- 1.02% |
$125K - $145K
|
136K
$17.6M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.53K- 3.1% |
$138K - $159K
|
47.8K
$6.2M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-1.67K- 6.56% |
$150K - $173K
|
23.7K
$3.08M
|
|
|
Oct 26, 2022
Q3 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.68K- 3.43% |
$151K - $175K
|
47.2K
$6.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.82K- 17.54% |
$164K - $189K
|
8.56K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.96K- 16.9% |
$177K - $204K
|
9.66K
$1.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.98K- 39.0% |
$178K - $205K
|
3.09K
$401K
|