Purchases and Sales Made in Q3 2023 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q3 2023. 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 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$203 - $215
|
5.35K
$666K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.63% |
$203 - $215
|
322
$40.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2New |
$203 - $215
|
2
$249
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.56% |
$101 - $107
|
65
$8.1K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.42% |
$101 - $107
|
237
$29.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3- 0.01% |
$304 - $322
|
43.3K
$5.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4- 2.3% |
$406 - $430
|
170
$21.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5- 0.02% |
$507 - $537
|
20.3K
$2.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 2.11% |
$1.12K - $1.18K
|
510
$63.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-21- 0.24% |
$2.13K - $2.26K
|
8.68K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-21- 3.72% |
$2.13K - $2.26K
|
544
$67.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.14% |
$4.16K - $4.41K
|
28.9K
$3.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-45- 0.29% |
$4.56K - $4.84K
|
15.5K
$1.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-48- 3.06% |
$4.87K - $5.16K
|
1.52K
$190K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-50- 2.35% |
$5.07K - $5.37K
|
2.08K
$259K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-52- 2.02% |
$5.27K - $5.59K
|
2.52K
$314K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-55- 2.15% |
$5.58K - $5.91K
|
2.5K
$312K
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-58- 0.73% |
$5.88K - $6.23K
|
7.84K
$977K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60Closed |
$6.08K - $6.45K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-95- 0.3% |
$9.63K - $10.2K
|
31.7K
$3.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-97- 0.16% |
$9.84K - $10.4K
|
60.6K
$7.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-104- 1.12% |
$10.5K - $11.2K
|
9.15K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-109- 2.0% |
$11.1K - $11.7K
|
5.33K
$665K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-120- 0.54% |
$12.2K - $12.9K
|
22K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-125- 0.51% |
$12.7K - $13.4K
|
24.3K
$3.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-149- 1.39% |
$15.1K - $16K
|
10.6K
$1.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-175- 2.23% |
$17.7K - $18.8K
|
7.67K
$955K
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-214- 1.06% |
$21.7K - $23K
|
20.1K
$2.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-216- 3.43% |
$21.9K - $23.2K
|
6.09K
$759K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-217- 3.07% |
$22K - $23.3K
|
6.84K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-218- 2.58% |
$22.1K - $23.4K
|
8.22K
$1.02M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-223- 1.61% |
$22.6K - $24K
|
13.6K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-254- 0.31% |
$25.8K - $27.3K
|
82.7K
$10.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-257- 35.21% |
$26.1K - $27.6K
|
473
$59K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-305- 1.16% |
$30.9K - $32.8K
|
26.1K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-310- 2.75% |
$31.4K - $33.3K
|
11K
$1.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-315- 8.27% |
$31.9K - $33.8K
|
3.5K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-329- 0.51% |
$33.4K - $35.4K
|
64.6K
$8.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-368- 32.03% |
$37.3K - $39.5K
|
781
$97.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-404- 3.48% |
$41K - $43.4K
|
11.2K
$1.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-406- 9.79% |
$41.2K - $43.6K
|
3.74K
$466K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-409- 0.45% |
$41.5K - $44K
|
90.4K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-409- 8.17% |
$41.5K - $44K
|
4.6K
$573K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
SELL
|
- |
-410- 9.15% |
$41.6K - $44.1K
|
4.07K
$507K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-452- 0.94% |
$45.8K - $48.6K
|
47.7K
$5.95M
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-463- 0.54% |
$46.9K - $49.8K
|
85.2K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-478- 2.6% |
$48.5K - $51.4K
|
17.9K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-492- 9.25% |
$49.9K - $52.9K
|
4.83K
$602K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-518- 11.58% |
$52.5K - $55.7K
|
3.95K
$493K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-558- 7.76% |
$56.6K - $60K
|
6.63K
$827K
|