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
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.47% |
$1.36K - $1.6K
|
3.15K
$408K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-19- 0.83% |
$1.73K - $2.03K
|
2.27K
$294K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-28- 0.17% |
$2.54K - $2.99K
|
16.9K
$2.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-36- 0.43% |
$3.27K - $3.85K
|
8.43K
$1.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-62- 4.71% |
$5.63K - $6.62K
|
1.25K
$163K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-63- 0.7% |
$5.72K - $6.73K
|
8.89K
$1.15M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-64- 0.17% |
$5.81K - $6.84K
|
36.5K
$4.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-70- 28.0% |
$6.36K - $7.48K
|
180
$23.3K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-74- 3.86% |
$6.72K - $7.9K
|
1.84K
$239K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-77- 1.01% |
$6.99K - $8.22K
|
7.58K
$983K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-91- 1.83% |
$8.26K - $9.72K
|
4.87K
$632K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-111- 3.78% |
$10.1K - $11.9K
|
2.82K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-115- 1.61% |
$10.4K - $12.3K
|
7.04K
$913K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-145- 3.43% |
$13.2K - $15.5K
|
4.08K
$529K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-178- 0.29% |
$16.2K - $19K
|
61.4K
$7.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-223- 9.02% |
$20.3K - $23.8K
|
2.25K
$292K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-273- 26.69% |
$24.8K - $29.2K
|
750
$97.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-278- 4.02% |
$25.2K - $29.7K
|
6.64K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-289- 4.11% |
$26.2K - $30.9K
|
6.74K
$874K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-321- 0.07% |
$29.2K - $34.3K
|
443K
$57.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-325- 11.16% |
$29.5K - $34.7K
|
2.59K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-348- 5.29% |
$31.6K - $37.2K
|
6.23K
$808K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-363- 5.0% |
$33K - $38.8K
|
6.9K
$895K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-384- 4.81% |
$34.9K - $41K
|
7.6K
$986K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-401- 1.83% |
$36.4K - $42.8K
|
21.5K
$2.79M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-424- 3.87% |
$38.5K - $45.3K
|
10.5K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-439- 7.62% |
$39.9K - $46.9K
|
5.33K
$691K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-515- 8.68% |
$46.8K - $55K
|
5.42K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-517- 5.35% |
$47K - $55.2K
|
9.14K
$1.19M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-529- 2.23% |
$48K - $56.5K
|
23.2K
$3.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-538- 0.8% |
$48.9K - $57.5K
|
67K
$8.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-550- 14.32% |
$50K - $58.7K
|
3.29K
$427K
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-552- 0.89% |
$50.1K - $59K
|
61.5K
$7.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-607- 2.38% |
$55.1K - $64.8K
|
24.9K
$3.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-775- 1.26% |
$70.4K - $82.8K
|
60.8K
$7.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-803- 15.2% |
$72.9K - $85.8K
|
4.48K
$581K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-928- 7.06% |
$84.3K - $99.1K
|
12.2K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-974- 7.87% |
$88.5K - $104K
|
11.4K
$1.48M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.12K- 7.48% |
$102K - $120K
|
13.9K
$1.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 3.1% |
$105K - $123K
|
36K
$4.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.22K- 1.82% |
$111K - $131K
|
66K
$8.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.25K- 40.52% |
$114K - $134K
|
1.84K
$239K
|
|
|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 6.26% |
$115K - $135K
|
19K
$2.46M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.42K- 9.5% |
$129K - $151K
|
13.5K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.48K- 12.26% |
$134K - $158K
|
10.6K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.52K- 48.15% |
$138K - $162K
|
1.64K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 3.63% |
$143K - $168K
|
41.7K
$5.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.98K- 29.23% |
$180K - $212K
|
4.8K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.16K- 3.32% |
$196K - $231K
|
62.9K
$8.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.19K- 1.76% |
$199K - $234K
|
122K
$15.8M
|