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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.16K- 45.12% |
$194K - $224K
|
2.62K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.28K- 90.54% |
$205K - $237K
|
238
$31.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Zeit Capital LLC
|
SELL
|
- |
-2.62K- 1.13% |
$236K - $272K
|
230K
$30.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.75K- 44.78% |
$247K - $286K
|
3.39K
$449K
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.71K- 16.69% |
$334K - $386K
|
18.5K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.75K- 6.66% |
$337K - $389K
|
52.5K
$6.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.88K- 18.53% |
$349K - $403K
|
17.1K
$2.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.16K- 9.42% |
$374K - $432K
|
40K
$5.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.38K- 2.24% |
$394K - $455K
|
191K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-4.77K- 2.04% |
$429K - $495K
|
229K
$30.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5K- 17.7% |
$450K - $519K
|
23.3K
$3.08M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.24K- 7.23% |
$471K - $544K
|
67.2K
$8.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 16.97% |
$546K - $631K
|
29.7K
$3.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.29K- 31.75% |
$655K - $757K
|
15.7K
$2.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.57K- 51.2% |
$681K - $787K
|
7.22K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.36K- 0.18% |
$752K - $869K
|
4.56M
$603M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-8.71K- 3.75% |
$783K - $905K
|
223K
$29.5M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.21K- 17.54% |
$828K - $957K
|
43.3K
$5.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.64K- 27.41% |
$867K - $1M
|
25.5K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-10K- 11.63% |
$902K - $1.04M
|
76.2K
$10.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.9K- 49.72% |
$1.16M - $1.34M
|
13K
$1.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-14.3K- 5.75% |
$1.29M - $1.49M
|
234K
$31M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-16K- 70.93% |
$1.44M - $1.67M
|
6.58K
$870K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.9K- 1.21% |
$1.7M - $1.97M
|
1.54M
$204M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.5K- 8.86% |
$1.76M - $2.03M
|
201K
$26.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-19.9K- 81.03% |
$1.79M - $2.07M
|
4.66K
$617K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-21.1K- 36.59% |
$1.9M - $2.19M
|
36.6K
$4.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-21.3K- 25.52% |
$1.91M - $2.21M
|
62K
$8.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.5K- 11.43% |
$2.03M - $2.34M
|
175K
$23.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-25.5K- 77.86% |
$2.3M - $2.65M
|
7.26K
$960K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.6K- 1.39% |
$2.3M - $2.66M
|
1.81M
$239M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.8K- 6.6% |
$2.59M - $2.99M
|
408K
$53.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-37K- 8.18% |
$3.33M - $3.85M
|
416K
$55M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-40.1K- 99.95% |
$3.6M - $4.16M
|
21
$2.78K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-285K- 56.7% |
$25.6M - $29.6M
|
217K
$28.8M
|