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 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10K+ 52.39% |
$910K - $1.07M
|
29.2K
$3.86M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.89K+ 31.07% |
$898K - $1.06M
|
41.7K
$5.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.72K+ 8.17% |
$882K - $1.04M
|
129K
$17M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.2K+ 24.4% |
$835K - $982K
|
46.9K
$6.2M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.14K+ 13.9% |
$830K - $976K
|
74.9K
$9.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.36K+ 22.29% |
$759K - $893K
|
45.9K
$6.07M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.05K+ 149.3% |
$731K - $860K
|
13.4K
$1.78M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7.75K+ 5.15% |
$704K - $828K
|
158K
$20.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.52K+ 11.4% |
$683K - $804K
|
73.5K
$9.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7.35KNew |
$668K - $785K
|
7.35K
$973K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$640K - $752K
|
7.04K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.86K+ 6.5% |
$623K - $732K
|
112K
$14.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.77K+ 3.26% |
$615K - $723K
|
215K
$28.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.55K+ 38.38% |
$595K - $700K
|
23.6K
$3.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6.15K+ 11.18% |
$559K - $657K
|
61.1K
$8.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.69K+ 35.22% |
$517K - $608K
|
21.9K
$2.89M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.39K+ 1.02% |
$489K - $575K
|
532K
$70.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.38KNew |
$489K - $575K
|
5.38K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.3K+ 29.13% |
$481K - $566K
|
23.5K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.21KNew |
$473K - $556K
|
5.21K
$688K
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
4.79K+ 25.95% |
$435K - $512K
|
23.3K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.44KNew |
$403K - $474K
|
4.44K
$587K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
4.41KNew |
$401K - $471K
|
4.41K
$584K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.32K+ 9.48% |
$392K - $461K
|
49.9K
$6.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.23KNew |
$385K - $452K
|
4.23K
$560K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.09KNew |
$371K - $436K
|
4.09K
$540K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
3.98KNew |
$362K - $425K
|
3.98K
$527K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.97K+ 0.9% |
$360K - $424K
|
443K
$58.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.9KNew |
$354K - $417K
|
3.9K
$516K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.75KNew |
$340K - $400K
|
3.75K
$495K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.72K+ 3.9% |
$338K - $397K
|
99.2K
$13.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
3.66K+ 142.89% |
$332K - $391K
|
6.22K
$822K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.6KNew |
$326K - $384K
|
3.6K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.58K+ 5.47% |
$325K - $382K
|
68.9K
$9.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.52K+ 4.96% |
$319K - $375K
|
74.4K
$9.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$307K - $362K
|
3.39K
$448K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.33K+ 41.36% |
$302K - $355K
|
11.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.3KNew |
$299K - $352K
|
3.3K
$436K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.23K+ 84.28% |
$294K - $345K
|
7.07K
$935K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.23K+ 5.64% |
$293K - $345K
|
60.5K
$8M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.23K+ 5.64% |
$293K - $345K
|
60.5K
$8M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.18KNew |
$289K - $340K
|
3.18K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.16KNew |
$287K - $337K
|
3.16K
$418K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 4.07% |
$283K - $332K
|
79.5K
$10.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
3.08K+ 3.38% |
$280K - $329K
|
94.2K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92KNew |
$265K - $312K
|
2.92K
$386K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.8K+ 14.09% |
$255K - $299K
|
22.7K
$3M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.7KNew |
$246K - $289K
|
2.7K
$358K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.7KNew |
$245K - $289K
|
2.7K
$357K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.67KNew |
$242K - $285K
|
2.67K
$353K
|