Purchases and Sales Made in Q4 2021 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
665K+ 8.01% |
$65.5M - $71.1M
|
8.96M
$1.14B
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
255K+ 213.78% |
$25.1M - $27.3M
|
374K
$47.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
140K+ 140.25% |
$13.8M - $15M
|
240K
$30.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 3.41% |
$13.3M - $14.4M
|
4.09M
$518M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
116K+ 313.07% |
$11.5M - $12.4M
|
154K
$19.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
101K+ 39.03% |
$9.98M - $10.8M
|
361K
$45.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
97.9K+ 5.12% |
$9.65M - $10.5M
|
2.01M
$255M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87K+ 24.12% |
$8.57M - $9.3M
|
447K
$56.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
79.5KNew |
$7.83M - $8.5M
|
79.5K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
79.1K+ 6.24% |
$7.79M - $8.46M
|
1.35M
$171M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
72.6KNew |
$7.15M - $7.76M
|
72.6K
$9.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
58.9KNew |
$5.8M - $6.3M
|
58.9K
$7.46M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
58.1K+ 324.28% |
$5.73M - $6.22M
|
76.1K
$9.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
44.3KNew |
$4.36M - $4.74M
|
44.3K
$5.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.8K+ 2.1% |
$4.02M - $4.37M
|
1.98M
$251M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
39.1K+ 21.81% |
$3.85M - $4.18M
|
218K
$27.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.2K+ 1.93% |
$3.77M - $4.09M
|
2.02M
$256M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.4K+ 8.56% |
$3.19M - $3.47M
|
411K
$52.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.4K+ 10.29% |
$2.99M - $3.25M
|
326K
$41.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
28.6K+ 20.81% |
$2.82M - $3.06M
|
166K
$21M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
26.9KNew |
$2.65M - $2.87M
|
26.9K
$3.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 5.83% |
$2.64M - $2.86M
|
486K
$61.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
26.4K+ 19.28% |
$2.6M - $2.83M
|
163K
$20.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 5.69% |
$2.41M - $2.61M
|
454K
$57.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.3KNew |
$2.29M - $2.49M
|
23.3K
$2.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.9K+ 13.11% |
$2.26M - $2.45M
|
198K
$25M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
16.3KNew |
$1.61M - $1.74M
|
16.3K
$2.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14K+ 7.91% |
$1.38M - $1.49M
|
191K
$24.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.2K+ 29.43% |
$1.3M - $1.41M
|
58.2K
$7.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.8KNew |
$1.26M - $1.37M
|
12.8K
$1.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 3.37% |
$1.22M - $1.32M
|
380K
$48.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 52.71% |
$1.17M - $1.28M
|
34.6K
$4.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 2.58% |
$1.08M - $1.17M
|
436K
$55.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.61K+ 20.38% |
$946K - $1.03M
|
56.8K
$7.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.55K+ 197.31% |
$941K - $1.02M
|
14.4K
$1.82M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.82KNew |
$771K - $837K
|
7.82K
$991K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
7.1K+ 16.7% |
$699K - $759K
|
49.6K
$6.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.9KNew |
$680K - $738K
|
6.9K
$875K
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.85K+ 8.87% |
$674K - $732K
|
84K
$10.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.5K+ 116.07% |
$640K - $695K
|
12.1K
$1.53M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
5.99K+ 7.87% |
$590K - $640K
|
82.1K
$10.4M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.87KNew |
$578K - $628K
|
5.87K
$743K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.49KNew |
$541K - $588K
|
5.49K
$696K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.29K+ 16.3% |
$521K - $566K
|
37.8K
$4.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.07K+ 30.32% |
$499K - $542K
|
21.8K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
5.05KNew |
$497K - $540K
|
5.05K
$640K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.17KNew |
$411K - $446K
|
4.17K
$529K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.09KNew |
$403K - $438K
|
4.09K
$519K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.94KNew |
$389K - $422K
|
3.94K
$500K
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.81KNew |
$375K - $407K
|
3.81K
$482K
|