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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-152- 0.17% |
$17.9K - $19.5K
|
87.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-201- 8.41% |
$23.7K - $25.8K
|
2.19K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-232- 1.82% |
$27.4K - $29.8K
|
12.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-236- 0.24% |
$27.8K - $30.3K
|
99.3K
$12.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-240- 2.05% |
$28.3K - $30.8K
|
11.5K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-254- 0.18% |
$30K - $32.6K
|
144K
$18.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-255- 8.17% |
$30.1K - $32.7K
|
2.87K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-256- 1.12% |
$30.2K - $32.8K
|
22.5K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-260- 10.28% |
$30.7K - $33.4K
|
2.27K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-282- 35.97% |
$33.3K - $36.2K
|
502
$62.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-322- 1.86% |
$38K - $41.3K
|
17K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-354- 6.32% |
$41.8K - $45.4K
|
5.25K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-390- 19.73% |
$46K - $50K
|
1.59K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-400- 17.54% |
$47.2K - $51.3K
|
1.88K
$235K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-471- 2.02% |
$55.6K - $60.4K
|
22.9K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-490- 6.2% |
$57.8K - $62.9K
|
7.41K
$928K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-522- 6.76% |
$61.6K - $67K
|
7.2K
$901K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-569- 19.53% |
$67.1K - $73K
|
2.35K
$294K
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-585- 2.17% |
$69K - $75K
|
26.4K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-596- 4.93% |
$70.3K - $76.5K
|
11.5K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-596- 7.59% |
$70.3K - $76.5K
|
7.26K
$909K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-630- 18.03% |
$74.3K - $80.8K
|
2.87K
$359K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-747- 5.08% |
$88.1K - $95.8K
|
14K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-754- 26.59% |
$89K - $96.7K
|
2.08K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-768- 1.55% |
$90.6K - $98.5K
|
48.6K
$6.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-782- 4.72% |
$92.3K - $100K
|
15.8K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-814- 0.21% |
$96.1K - $104K
|
380K
$47.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-871- 24.47% |
$103K - $112K
|
2.69K
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-899- 3.01% |
$106K - $115K
|
29K
$3.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-962- 1.12% |
$114K - $123K
|
84.7K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-983- 0.22% |
$116K - $126K
|
456K
$57.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.04K- 3.21% |
$123K - $134K
|
31.4K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.13K- 22.66% |
$133K - $145K
|
3.86K
$483K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 4.38% |
$138K - $150K
|
25.5K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.29K- 7.44% |
$152K - $165K
|
16K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.44K- 0.48% |
$170K - $185K
|
300K
$37.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 5.28% |
$179K - $195K
|
27.2K
$3.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.57K- 0.79% |
$185K - $201K
|
197K
$24.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.61K- 3.95% |
$190K - $206K
|
39.1K
$4.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.66K- 11.32% |
$196K - $213K
|
13K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.72K- 5.55% |
$203K - $221K
|
29.2K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.73K- 11.62% |
$204K - $222K
|
13.1K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.8K- 92.88% |
$212K - $231K
|
138
$17.3K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.86K- 0.52% |
$220K - $239K
|
356K
$44.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 0.1% |
$222K - $241K
|
1.8M
$225M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.94K- 6.71% |
$229K - $249K
|
27K
$3.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 0.9% |
$243K - $264K
|
227K
$28.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-2.12K- 3.89% |
$250K - $272K
|
52.4K
$6.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.12K- 3.63% |
$250K - $272K
|
56.4K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.24K- 0.06% |
$264K - $287K
|
3.75M
$469M
|