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 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
19+ 0.49% |
$2.24K - $2.44K
|
3.89K
$488K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
17New |
$2.01K - $2.18K
|
17
$2.13K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.36% |
$1.89K - $2.05K
|
4.45K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15+ 0.1% |
$1.77K - $1.92K
|
15.5K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.76% |
$1.65K - $1.8K
|
1.85K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14New |
$1.65K - $1.8K
|
14
$1.75K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 0.51% |
$1.3K - $1.41K
|
2.15K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
6+ 0.31% |
$708 - $770
|
1.95K
$244K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
$590 - $641
|
5.23K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4+ 0.27% |
$472 - $513
|
1.49K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3+ 0.02% |
$354 - $385
|
19.1K
$2.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$354 - $385
|
6.87K
$860K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$354 - $385
|
307
$38.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3+ 0.02% |
$354 - $385
|
13.5K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$236 - $257
|
4.87K
$610K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$118 - $128
|
2.1K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-1- 0.02% |
$118 - $128
|
6.25K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8- 11.43% |
$944 - $1.03K
|
62
$7.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-10- 0.09% |
$1.18K - $1.28K
|
11.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-11- 0.14% |
$1.3K - $1.41K
|
8.1K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.32% |
$1.42K - $1.54K
|
3.74K
$468K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 0.59% |
$1.53K - $1.67K
|
2.2K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-20- 0.12% |
$2.36K - $2.57K
|
16.8K
$2.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-22- 1.03% |
$2.6K - $2.82K
|
2.12K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-22- 5.58% |
$2.6K - $2.82K
|
372
$46.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-23- 0.31% |
$2.71K - $2.95K
|
7.33K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-24- 0.21% |
$2.83K - $3.08K
|
11.4K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-30- 4.98% |
$3.54K - $3.85K
|
573
$71.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 0.12% |
$4.13K - $4.49K
|
28.2K
$3.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-39- 0.89% |
$4.6K - $5K
|
4.34K
$543K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-40- 33.33% |
$4.72K - $5.13K
|
80
$10K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-45- 1.21% |
$5.31K - $5.77K
|
3.67K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-50- 0.51% |
$5.9K - $6.41K
|
9.8K
$1.23M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-54- 26.73% |
$6.37K - $6.93K
|
148
$18.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-55- 2.48% |
$6.49K - $7.06K
|
2.17K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-61- 0.48% |
$7.2K - $7.83K
|
12.6K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-75- 1.43% |
$8.85K - $9.62K
|
5.18K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-87- 1.5% |
$10.3K - $11.2K
|
5.72K
$716K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-92- 2.86% |
$10.9K - $11.8K
|
3.12K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-95- 3.18% |
$11.2K - $12.2K
|
2.9K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-97- 1.81% |
$11.4K - $12.4K
|
5.25K
$658K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 3.0% |
$11.8K - $12.8K
|
3.23K
$405K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 0.59% |
$11.8K - $12.8K
|
16.9K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-100- 33.22% |
$11.8K - $12.8K
|
201
$25.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-120- 0.7% |
$14.2K - $15.4K
|
16.9K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-125- 2.0% |
$14.8K - $16K
|
6.12K
$766K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-125- 6.94% |
$14.8K - $16K
|
1.68K
$210K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-125- 43.1% |
$14.8K - $16K
|
165
$20.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-130- 3.26% |
$15.3K - $16.7K
|
3.85K
$482K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-133- 0.73% |
$15.7K - $17.1K
|
18K
$2.26M
|