Purchases and Sales Made in Q3 2024 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q3 2024. 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 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
549K+ 4.09% |
$64.7M - $70.4M
|
14M
$1.75B
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
467KNew |
$55.1M - $59.9M
|
467K
$58.6M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
260K+ 23.36% |
$30.7M - $33.4M
|
1.37M
$172M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
249K+ 9.72% |
$29.4M - $31.9M
|
2.81M
$353M
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
199KNew |
$23.5M - $25.6M
|
199K
$25M
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
195KNew |
$23M - $25M
|
195K
$24.5M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
131KNew |
$15.4M - $16.7M
|
131K
$16.4M
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
104KNew |
$12.3M - $13.3M
|
104K
$13M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
81.4K+ 396.93% |
$9.61M - $10.4M
|
102K
$12.8M
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
77.4K+ 92.45% |
$9.13M - $9.92M
|
161K
$20.2M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
73.7KNew |
$8.7M - $9.46M
|
73.7K
$9.25M
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
73.2K+ 11.87% |
$8.64M - $9.4M
|
690K
$86.6M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.5KNew |
$8.55M - $9.3M
|
72.5K
$9.09M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65.2K+ 19.59% |
$7.69M - $8.36M
|
398K
$49.9M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
56.2K+ 46.37% |
$6.64M - $7.22M
|
178K
$22.3M
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
50.9KNew |
$6.01M - $6.53M
|
50.9K
$6.39M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
47KNew |
$5.54M - $6.03M
|
47K
$5.89M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.8K+ 225.69% |
$5.52M - $6.01M
|
67.6K
$8.47M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
45KNew |
$5.31M - $5.78M
|
45K
$5.65M
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
35.9KNew |
$4.23M - $4.6M
|
35.9K
$4.5M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.4K+ 12744.88% |
$3.82M - $4.15M
|
32.6K
$4.09M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.5K+ 12.27% |
$3.6M - $3.92M
|
280K
$35.1M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
30.5K+ 190.37% |
$3.6M - $3.91M
|
46.5K
$5.83M
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
30.4K+ 6.37% |
$3.59M - $3.9M
|
508K
$63.7M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.5K+ 30.65% |
$3.48M - $3.78M
|
126K
$15.8M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
25K+ 127.72% |
$2.95M - $3.2M
|
44.5K
$5.59M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 4.0% |
$2.46M - $2.67M
|
540K
$67.8M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 7.66% |
$2.34M - $2.54M
|
279K
$35M
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
18.2K+ 84.65% |
$2.15M - $2.34M
|
39.7K
$4.98M
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
18K+ 39.57% |
$2.13M - $2.31M
|
63.7K
$7.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.2K+ 3.4% |
$2.03M - $2.21M
|
524K
$65.7M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17K+ 642.81% |
$2.01M - $2.19M
|
19.7K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.8K+ 2.85% |
$1.99M - $2.16M
|
609K
$76.3M
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
16K+ 12.01% |
$1.89M - $2.05M
|
149K
$18.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 0.96% |
$1.73M - $1.88M
|
1.55M
$194M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.7K+ 139.8% |
$1.62M - $1.76M
|
23.5K
$2.95M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$1.41M - $1.53M
|
12K
$1.5M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.8K+ 4.85% |
$1.39M - $1.51M
|
254K
$31.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 8.89% |
$1.36M - $1.48M
|
142K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.5K+ 491.01% |
$1.36M - $1.48M
|
13.9K
$1.74M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.3K+ 0.91% |
$1.34M - $1.45M
|
1.26M
$158M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11KNew |
$1.3M - $1.41M
|
11K
$1.38M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
11K+ 19.17% |
$1.29M - $1.41M
|
68.1K
$8.54M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.5K+ 6.99% |
$1.24M - $1.34M
|
160K
$20.1M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 1.63% |
$1.22M - $1.33M
|
646K
$81M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.93K+ 63.75% |
$1.17M - $1.27M
|
25.5K
$3.2M
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
9.49K+ 731.61% |
$1.12M - $1.22M
|
10.8K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.44K+ 1.6% |
$1.11M - $1.21M
|
600K
$75.3M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.19K+ 15.87% |
$1.08M - $1.18M
|
67.1K
$8.42M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.82KNew |
$1.04M - $1.13M
|
8.82K
$1.11M
|