Purchases and Sales Made in Q4 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.9M+ 102564.45% |
$994M - $1.17B
|
11M
$1.42B
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
482K+ 4.42% |
$43.7M - $51.4M
|
11.4M
$1.47B
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
309K+ 1664.32% |
$28M - $33M
|
327K
$42.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
278KNew |
$25.3M - $29.7M
|
278K
$36.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
266KNew |
$24.2M - $28.4M
|
266K
$34.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
237K+ 58.06% |
$21.5M - $25.3M
|
644K
$83.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
215K+ 4.71% |
$19.5M - $23M
|
4.78M
$619M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
118K+ 4143.11% |
$10.7M - $12.6M
|
121K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
116KNew |
$10.5M - $12.4M
|
116K
$15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
101K+ 15.01% |
$9.21M - $10.8M
|
777K
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
90.3K+ 3.84% |
$8.2M - $9.65M
|
2.44M
$317M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
86.4K+ 135.61% |
$7.85M - $9.23M
|
150K
$19.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.3K+ 16.9% |
$7.75M - $9.11M
|
590K
$76.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
77.2K+ 4.68% |
$7.02M - $8.25M
|
1.73M
$224M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
72KNew |
$6.54M - $7.7M
|
72K
$9.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66.2KNew |
$6.02M - $7.08M
|
66.2K
$8.59M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
44.6KNew |
$4.05M - $4.76M
|
44.6K
$5.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
42.8KNew |
$3.89M - $4.58M
|
42.8K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
40.3KNew |
$3.66M - $4.31M
|
40.3K
$5.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
38.3KNew |
$3.47M - $4.09M
|
38.3K
$4.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
35.7K+ 21.47% |
$3.24M - $3.81M
|
202K
$26.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.4K+ 7.14% |
$2.86M - $3.36M
|
472K
$61.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.2K+ 12.69% |
$2.83M - $3.33M
|
277K
$35.9M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.2KNew |
$2.75M - $3.23M
|
30.2K
$3.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
29.1KNew |
$2.65M - $3.11M
|
29.1K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.4K+ 13.15% |
$2.4M - $2.82M
|
227K
$29.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24K+ 8.73% |
$2.18M - $2.56M
|
299K
$38.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.7K+ 13.02% |
$2.06M - $2.43M
|
197K
$25.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
22K+ 68.43% |
$2M - $2.35M
|
54.3K
$7.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
20.8K+ 9.15% |
$1.89M - $2.23M
|
249K
$32.2M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
18.9K+ 38.15% |
$1.72M - $2.02M
|
68.4K
$8.87M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
18.7K+ 8.7% |
$1.7M - $2M
|
233K
$30.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2K+ 116.24% |
$1.65M - $1.95M
|
33.9K
$4.39M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18K+ 835.86% |
$1.63M - $1.92M
|
20.1K
$2.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
17.4K+ 11.31% |
$1.58M - $1.85M
|
171K
$22.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.1KNew |
$1.55M - $1.82M
|
17.1K
$2.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 9.9% |
$1.52M - $1.79M
|
186K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14.9KNew |
$1.36M - $1.6M
|
14.9K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 192.23% |
$1.35M - $1.59M
|
22.7K
$2.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
14.5K+ 3.09% |
$1.32M - $1.55M
|
484K
$62.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.2K+ 101.46% |
$1.2M - $1.41M
|
26.3K
$3.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.9KNew |
$1.08M - $1.27M
|
11.9K
$1.54M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
11.6K+ 203.74% |
$1.05M - $1.24M
|
17.3K
$2.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
11K+ 88.64% |
$1M - $1.18M
|
23.4K
$3.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
11K+ 19983.64% |
$998K - $1.17M
|
11K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.5K+ 205.17% |
$951K - $1.12M
|
15.6K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
10.4K+ 1781.57% |
$948K - $1.12M
|
11K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
10.4KNew |
$940K - $1.11M
|
10.4K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10.3K+ 4.5% |
$939K - $1.1M
|
240K
$31.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.1K+ 2.05% |
$919K - $1.08M
|
505K
$65.4M
|