Latest Institutional Transactions on Vanguard Mega Cap Value (MGV)
This table provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-569- 19.53% |
$67.1K - $73K
|
2.35K
$294K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.57KNew |
$185K - $201K
|
1.57K
$197K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
72.5KNew |
$8.55M - $9.3M
|
72.5K
$9.09M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-459K- 98.29% |
$54.1M - $58.9M
|
7.98K
$1M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-54- 26.73% |
$6.37K - $6.93K
|
148
$18.6K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
845+ 8.51% |
$99.7K - $108K
|
10.8K
$1.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-120- 0.7% |
$14.2K - $15.4K
|
16.9K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-61.5K- 11.92% |
$7.25M - $7.89M
|
454K
$57M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
375+ 7.35% |
$44.3K - $48.1K
|
5.48K
$687K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.01K+ 9.14% |
$237K - $257K
|
24K
$3.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 0.51% |
$1.3K - $1.41K
|
2.15K
$270K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
125+ 3.76% |
$14.8K - $16K
|
3.45K
$432K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
827New |
$97.6K - $106K
|
827
$104K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-100- 0.59% |
$11.8K - $12.8K
|
16.9K
$2.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-100- 33.22% |
$11.8K - $12.8K
|
201
$25.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.44K+ 56.02% |
$288K - $313K
|
6.79K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
392New |
$46.3K - $50.3K
|
392
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.5K+ 12.27% |
$3.6M - $3.92M
|
280K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
260K+ 23.36% |
$30.7M - $33.4M
|
1.37M
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.08K+ 8.12% |
$245K - $267K
|
27.7K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
183+ 7.12% |
$21.6K - $23.5K
|
2.75K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
400+ 17.32% |
$47.2K - $51.3K
|
2.71K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.24K- 0.06% |
$264K - $287K
|
3.75M
$470M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
249K+ 9.72% |
$29.4M - $31.9M
|
2.81M
$353M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.57KNew |
$185K - $201K
|
1.57K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
148+ 6.24% |
$17.5K - $19K
|
2.52K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-768- 1.55% |
$90.6K - $98.5K
|
48.6K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
910+ 4.01% |
$107K - $117K
|
23.6K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
539+ 7.9% |
$63.6K - $69.1K
|
7.36K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
7.67K+ 24.02% |
$905K - $984K
|
39.6K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
641+ 49.77% |
$75.6K - $82.2K
|
1.93K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
449+ 0.36% |
$53K - $57.6K
|
125K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
249+ 5.33% |
$29.4K - $31.9K
|
4.92K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
814+ 10.97% |
$96.1K - $104K
|
8.23K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 0.1% |
$222K - $241K
|
1.8M
$226M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-983- 0.22% |
$116K - $126K
|
456K
$57.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.45K+ 45.61% |
$172K - $187K
|
4.64K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-61.2K- 53.12% |
$7.22M - $7.85M
|
54K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
503+ 174.05% |
$59.4K - $64.5K
|
792
$99.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.49K+ 54.08% |
$530K - $576K
|
12.8K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-111K- 19.35% |
$13.1M - $14.3M
|
464K
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-596- 4.93% |
$70.3K - $76.5K
|
11.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.13K- 22.66% |
$133K - $145K
|
3.86K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.04K- 3.21% |
$123K - $134K
|
31.4K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-11- 0.14% |
$1.3K - $1.41K
|
8.1K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-300- 75.0% |
$35.4K - $38.5K
|
100
$12.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
326+ 4.81% |
$38.5K - $41.8K
|
7.1K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
79+ 0.17% |
$9.32K - $10.1K
|
46.8K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
115+ 6.04% |
$13.6K - $14.8K
|
2.02K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-95- 3.18% |
$11.2K - $12.2K
|
2.9K
$363K
|