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 |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-457- 2.68% |
$51.9K - $55K
|
16.6K
$1.97M
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8New |
$867 - $956
|
8
$949
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
33.5KNew |
$3.63M - $4.01M
|
33.5K
$3.98M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 3.37% |
$149K - $165K
|
39.6K
$4.69M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.35KNew |
$255K - $281K
|
2.35K
$279K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.5K+ 397.25% |
$6.55M - $7.23M
|
75.7K
$8.98M
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
12.5K+ 19.49% |
$1.36M - $1.5M
|
76.9K
$9.12M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.36K- 2.97% |
$148K - $163K
|
44.6K
$5.29M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-433- 7.22% |
$46.9K - $51.7K
|
5.56K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.11K+ 0.33% |
$879K - $969K
|
2.47M
$293M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 2.13% |
$4.66K - $5.14K
|
1.98K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.8K- 53.7% |
$1.06M - $1.17M
|
8.45K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 20.0% |
$2.17K - $2.39K
|
80
$9.49K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
751+ 26.64% |
$81.4K - $89.8K
|
3.57K
$423K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17- 0.3% |
$1.84K - $2.03K
|
5.72K
$679K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-290- 1.22% |
$31.4K - $34.7K
|
23.4K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65New |
$7.04K - $7.77K
|
65
$7.71K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-19.9K- 7.87% |
$2.16M - $2.38M
|
233K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26.3K- 2.53% |
$2.85M - $3.14M
|
1.01M
$120M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.51K+ 11.98% |
$272K - $300K
|
23.5K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5K+ 4.8% |
$1.46M - $1.61M
|
294K
$34.9M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.75K+ 1587.29% |
$731K - $806K
|
7.17K
$851K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.76% |
$131K - $145K
|
19.8K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
461+ 0.37% |
$49.9K - $55.1K
|
125K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.5K- 26.47% |
$1.68M - $1.86M
|
43.2K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
3.87K+ 4.87% |
$419K - $462K
|
83.3K
$9.88M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 18.21% |
$218K - $240K
|
13K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
24.3KNew |
$2.63M - $2.9M
|
24.3K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.93K+ 151.21% |
$317K - $350K
|
4.86K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.84K+ 29.32% |
$632K - $698K
|
25.7K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.1K+ 3.45% |
$2.07M - $2.29M
|
573K
$68M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.18KNew |
$236K - $260K
|
2.18K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-525- 4.43% |
$56.9K - $62.7K
|
11.3K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.69K- 5.47% |
$291K - $321K
|
46.4K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
183+ 3.04% |
$19.8K - $21.9K
|
6.2K
$735K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.75K+ 3.8% |
$189K - $209K
|
47.6K
$5.65M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.81KNew |
$196K - $216K
|
1.81K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-210- 0.42% |
$22.7K - $25.1K
|
49.8K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.78KNew |
$193K - $213K
|
1.78K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.23KNew |
$675K - $745K
|
6.23K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
132New |
$14.3K - $15.8K
|
132
$15.7K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
398New |
$43.1K - $47.6K
|
398
$47.2K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.5K+ 6.1% |
$380K - $419K
|
60.9K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.9K+ 0.54% |
$2.26M - $2.49M
|
3.9M
$462M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 89.58% |
$149K - $164K
|
2.91K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
17+ 0.21% |
$1.84K - $2.03K
|
8.13K
$964K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
78+ 1.61% |
$8.45K - $9.32K
|
4.91K
$583K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.87K+ 1.94% |
$203K - $224K
|
98.2K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.19K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.31K+ 74.27% |
$575K - $634K
|
12.5K
$1.48M
|
|