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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
2.57K+ 3.58% |
$233K - $275K
|
74.3K
$9.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 8.22% |
$222K - $261K
|
32.2K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.41K+ 7.98% |
$219K - $258K
|
32.6K
$4.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.28K+ 39.28% |
$207K - $244K
|
8.09K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.15KNew |
$195K - $229K
|
2.15K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.1KNew |
$191K - $224K
|
2.1K
$272K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$268K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.05KNew |
$186K - $219K
|
2.05K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.04KNew |
$185K - $218K
|
2.04K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.03KNew |
$184K - $217K
|
2.03K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.02KNew |
$183K - $216K
|
2.02K
$262K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.96KNew |
$178K - $210K
|
1.96K
$255K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.94K+ 4.11% |
$176K - $207K
|
49.2K
$6.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.83K+ 2.22% |
$166K - $196K
|
84.2K
$10.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.66K+ 4.91% |
$151K - $178K
|
35.5K
$4.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.66K+ 1.83% |
$151K - $177K
|
92.3K
$12M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.63K+ 36.45% |
$148K - $174K
|
6.1K
$791K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 2.61% |
$146K - $171K
|
63K
$8.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.6K+ 13.98% |
$145K - $171K
|
13K
$1.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.53K+ 4.47% |
$139K - $163K
|
35.6K
$4.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.41K+ 1.68% |
$128K - $150K
|
85.1K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.28K+ 14.93% |
$117K - $137K
|
9.88K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
1.07K+ 1.6% |
$96.9K - $114K
|
67.6K
$8.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.05K+ 3.19% |
$94.9K - $112K
|
33.8K
$4.38M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
920New |
$83.6K - $98.3K
|
920
$119K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
920New |
$83.6K - $98.3K
|
920
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
874+ 2.76% |
$79.4K - $93.4K
|
32.5K
$4.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
873+ 1.63% |
$79.3K - $93.2K
|
54.5K
$7.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
839+ 352.52% |
$76.2K - $89.6K
|
1.08K
$140K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
812New |
$73.7K - $86.7K
|
812
$105K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
812New |
$73.7K - $86.7K
|
812
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
739+ 3.01% |
$67.1K - $78.9K
|
25.3K
$3.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
738+ 7.89% |
$67K - $78.8K
|
10.1K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
733+ 2.18% |
$66.6K - $78.3K
|
34.3K
$4.45M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
685New |
$62.2K - $73.2K
|
685
$88.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
680+ 13.56% |
$61.8K - $72.6K
|
5.7K
$739K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
589+ 1.43% |
$53.5K - $62.9K
|
41.9K
$5.43M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
555+ 14.74% |
$50.4K - $59.3K
|
4.32K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
526+ 1.4% |
$47.8K - $56.2K
|
38K
$4.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
525+ 1.29% |
$47.7K - $56.1K
|
41.2K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
500+ 1.07% |
$45.4K - $53.4K
|
47.3K
$6.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
482+ 4.6% |
$43.8K - $51.5K
|
11K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
451+ 2.73% |
$41K - $48.2K
|
17K
$2.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
429+ 171.6% |
$39K - $45.8K
|
679
$88.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
401New |
$36.4K - $42.8K
|
401
$52K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
400+ 9.92% |
$36.3K - $42.7K
|
4.43K
$575K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
386+ 2.6% |
$35.1K - $41.2K
|
15.2K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
368+ 7.89% |
$33.4K - $39.3K
|
5.03K
$652K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
328+ 10.26% |
$29.8K - $35K
|
3.52K
$457K
|