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 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-558- 7.76% |
$56.6K - $60K
|
6.63K
$854K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-577- 19.72% |
$58.5K - $62K
|
2.35K
$302K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-609- 13.79% |
$61.8K - $65.4K
|
3.81K
$490K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-637- 0.95% |
$64.6K - $68.5K
|
66.1K
$8.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-654- 2.5% |
$66.3K - $70.3K
|
25.5K
$3.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-664- 3.66% |
$67.3K - $71.4K
|
17.5K
$2.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-728- 2.18% |
$73.8K - $78.2K
|
32.7K
$4.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-751- 1.86% |
$76.2K - $80.7K
|
39.7K
$5.11M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-784- 8.19% |
$79.5K - $84.2K
|
8.79K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-860- 10.37% |
$87.2K - $92.4K
|
7.43K
$957K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-862- 9.02% |
$87.4K - $92.6K
|
8.69K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-900- 3.84% |
$91.3K - $96.7K
|
22.6K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-947- 6.41% |
$96K - $102K
|
13.8K
$1.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-989- 2.89% |
$100K - $106K
|
33.2K
$4.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 0.48% |
$102K - $109K
|
208K
$26.8M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.05K- 4.72% |
$106K - $113K
|
21.1K
$2.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.09K- 17.3% |
$110K - $117K
|
5.2K
$670K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.14K- 0.38% |
$115K - $122K
|
300K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.15K- 5.87% |
$117K - $123K
|
18.4K
$2.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.18K- 29.8% |
$120K - $127K
|
2.78K
$358K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.46K- 20.8% |
$148K - $157K
|
5.56K
$716K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.65K- 5.65% |
$167K - $177K
|
27.5K
$3.55M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.72K- 33.11% |
$174K - $185K
|
3.47K
$447K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.76K- 1.04% |
$179K - $189K
|
167K
$21.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.89K- 33.08% |
$192K - $203K
|
3.83K
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 6.0% |
$194K - $205K
|
29.9K
$3.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.97K- 2.19% |
$200K - $212K
|
88K
$11.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-2.18K- 3.24% |
$221K - $234K
|
65K
$8.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.41K- 31.03% |
$244K - $259K
|
5.35K
$689K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.47K- 2.07% |
$250K - $265K
|
117K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.59K- 0.15% |
$263K - $278K
|
1.76M
$227M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.73K- 54.9% |
$277K - $294K
|
2.25K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-2.95K- 3.67% |
$299K - $317K
|
77.4K
$9.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.05K- 15.15% |
$309K - $327K
|
17.1K
$2.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.09K- 5.69% |
$313K - $332K
|
51.1K
$6.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.43K- 15.27% |
$348K - $369K
|
19K
$2.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.48K- 7.28% |
$454K - $482K
|
57K
$7.34M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.81K- 17.08% |
$589K - $625K
|
28.2K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.94K- 68.53% |
$602K - $638K
|
2.73K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.05K- 31.7% |
$614K - $650K
|
13K
$1.68M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-6.47K- 11.48% |
$656K - $695K
|
49.9K
$6.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.61K- 3.87% |
$771K - $817K
|
189K
$24.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.94K- 18.08% |
$1.01M - $1.07M
|
45K
$5.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-11.1K- 11.58% |
$1.13M - $1.2M
|
85K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 1.09% |
$1.99M - $2.11M
|
1.79M
$230M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.1K- 7.7% |
$2.34M - $2.48M
|
277K
$35.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24K- 20.65% |
$2.43M - $2.57M
|
92.1K
$11.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-24.1K- 13.13% |
$2.45M - $2.59M
|
160K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-26.9K- 22.05% |
$2.72M - $2.89M
|
95K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33.2K- 2.26% |
$3.37M - $3.57M
|
1.43M
$185M
|