Purchases and Sales Made in Q4 2022 in Vanguard Mega Cap Value (MGV)

MGV Quotes by TradingView

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 10, 2023 Q4 2022
ETF Portfolio Partners, Inc.

BUY
 -
311
+ 0.32%
$28.2K - $33.2K
96.4K $12.5M
Feb 07, 2023 Q4 2022
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
291
+ 1.85%
$26.4K - $31.1K
16K $2.08M
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
255
+ 21.65%
$23.2K - $27.2K
1.43K $186K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
223
+ 1.21%
$20.3K - $23.8K
18.7K $2.42M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
208
+ 87.39%
$18.9K - $22.2K
446 $57.9K
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
207
+ 0.52%
$18.8K - $22.1K
40.2K $5.21M
Feb 06, 2023 Q4 2022
Bogart Wealth, LLC

BUY
 -
201
New
$18.3K - $21.5K
201 $26.1K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
174
New
$15.8K - $18.6K
174 $22.6K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
133
+ 27.94%
$12.1K - $14.2K
609 $79K
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
133
+ 27.94%
$12.1K - $14.2K
609 $79K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
119
+ 1.9%
$10.8K - $12.7K
6.39K $828K
Feb 08, 2023 Q4 2022
Levy Wealth Management Group, LLC

BUY
 -
113
+ 0.42%
$10.3K - $12.1K
27.1K $3.52M
Feb 07, 2023 Q4 2022
Amg National Trust Bank

BUY
 -
110
+ 2.83%
$9.99K - $11.7K
4K $519K
Feb 03, 2023 Q4 2022
Wells Financial Advisors Inc

BUY
 -
106
+ 0.46%
$9.63K - $11.3K
23.4K $3.03M
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
105
+ 1.41%
$9.54K - $11.2K
7.53K $977K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
97
+ 2.05%
$8.81K - $10.4K
4.82K $626K
Feb 14, 2023 Q4 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
85
+ 0.29%
$7.72K - $9.08K
29K $3.76M
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
82
New
$7.45K - $8.76K
82 $10.6K
Feb 16, 2023 Q4 2022
Ascent Group, LLC

BUY
 -
82
+ 1.33%
$7.45K - $8.76K
6.26K $812K
Jan 19, 2023 Q4 2022
Plimoth Trust CO LLC

BUY
 -
75
+ 0.97%
$6.81K - $8.01K
7.84K $1.02M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
72
+ 1.0%
$6.54K - $7.69K
7.29K $945K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
66
+ 6.82%
$5.99K - $7.05K
1.03K $134K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
63
New
$5.72K - $6.73K
63 $8.17K
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
62
+ 1.38%
$5.63K - $6.62K
4.57K $592K
Jan 17, 2023 Q4 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
61
New
$5.54K - $6.52K
61 $7.91K
Oct 09, 2024 Q4 2022
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
61
+ 1.42%
$5.54K - $6.52K
4.36K $566K
Mar 01, 2023 Q4 2022
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
48
New
$4.36K - $5.13K
48 $6.23K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
47
+ 0.32%
$4.27K - $5.02K
14.9K $1.93M
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
44
+ 8.45%
$4K - $4.7K
565 $73.3K
Feb 13, 2023 Q4 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
44
+ 0.51%
$4K - $4.7K
8.61K $1.12M
Feb 13, 2023 Q4 2022
Cadence Bank

Tupelo, MS
BUY
 -
39
+ 0.5%
$3.54K - $4.17K
7.78K $1.01M
Jan 20, 2023 Q4 2022
Secure Asset Management, LLC

BUY
 -
31
+ 0.95%
$2.82K - $3.31K
3.28K $426K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
31
+ 1.01%
$2.82K - $3.31K
3.09K $401K
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
19
+ 0.25%
$1.73K - $2.03K
7.63K $990K
Jan 30, 2023 Q4 2022
Simon Quick Advisors, LLC

BUY
 -
17
+ 0.11%
$1.54K - $1.82K
15.4K $2M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
12
+ 0.17%
$1.09K - $1.28K
7.14K $926K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
8
+ 0.03%
$727 - $854
25.5K $3.31M
Jan 17, 2023 Q4 2022
H&H Retirement Design & Management Inc

BUY
 -
5
+ 0.09%
$454 - $534
5.64K $732K
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4
+ 0.07%
$363 - $427
5.55K $720K
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
3
+ 0.21%
$272 - $320
1.43K $186K
Feb 14, 2023 Q4 2022
Fwl Investment Management, LLC

BUY
 -
2
New
$182 - $214
2 $259
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2
+ 0.05%
$182 - $214
3.95K $512K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1
+ 1.67%
$90.8 - $107
61 $7.91K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
1
+ 0.02%
$90.8 - $107
6.1K $791K
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
1
New
$90.8 - $107
1 $130
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

SELL
 -
-2
- 9.52%
$182 - $214
19 $2.46K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-4
- 0.12%
$363 - $427
3.39K $440K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-7
- 1.13%
$636 - $748
613 $79.5K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-14
- 7.11%
$1.27K - $1.5K
183 $23.7K

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