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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
93New |
$9.43K - $9.99K
|
93
$11.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-104- 1.12% |
$10.5K - $11.2K
|
9.15K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$262K - $277K
|
2.58K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
829New |
$84.1K - $89.1K
|
829
$104K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.76K+ 82.87% |
$178K - $189K
|
3.88K
$486K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.37K+ 7940.0% |
$443K - $469K
|
4.42K
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
112New |
$11.4K - $12K
|
112
$14K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.61% |
$1.52K - $1.61K
|
2.48K
$311K
|
|
| Q2 2023 | |||||||
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-377- 14.97% |
$37.2K - $39.3K
|
2.14K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.15% |
$889 - $939
|
6.13K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
63.2KNew |
$6.25M - $6.59M
|
63.2K
$7.93M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
405+ 11.63% |
$40K - $42.2K
|
3.89K
$487K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$8.3K - $8.76K
|
84
$10.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
142New |
$14K - $14.8K
|
142
$17.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.33KNew |
$428K - $452K
|
4.33K
$543K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.8KNew |
$277K - $292K
|
2.8K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
88New |
$8.69K - $9.18K
|
88
$11K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$201K - $212K
|
2.04K
$255K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-124- 0.35% |
$12.2K - $12.9K
|
35.1K
$4.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
602+ 3.21% |
$59.5K - $62.8K
|
19.4K
$2.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 17.65% |
$4.45K - $4.69K
|
210
$26.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.06KNew |
$401K - $423K
|
4.06K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.66% |
$2.77K - $2.92K
|
4.19K
$525K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12+ 0.55% |
$1.19K - $1.25K
|
2.2K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$88.6K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$88.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.17KNew |
$511K - $539K
|
5.17K
$649K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.8K+ 334.05% |
$1.96M - $2.07M
|
25.8K
$3.23M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-79- 20.15% |
$7.8K - $8.24K
|
313
$39.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-45.4K- 93.1% |
$4.49M - $4.74M
|
3.37K
$422K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$59.7K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-44.6KClosed |
$4.32M - $4.69M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-328Closed |
$31.8K - $34.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.32K- 68.49% |
$225K - $245K
|
1.07K
$134K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
281New |
$27.3K - $29.6K
|
281
$35.2K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$2.29M - $2.48M
|
23.6K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.44K+ 8.36% |
$236K - $257K
|
31.6K
$3.96M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.72K- 17.91% |
$943K - $1.02M
|
44.5K
$5.59M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 29.87% |
$495K - $538K
|
12K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
44+ 0.58% |
$4.27K - $4.64K
|
7.57K
$950K
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.01KNew |
$292K - $317K
|
3.01K
$378K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-14.5K- 37.81% |
$1.4M - $1.52M
|
23.8K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-676- 8.74% |
$65.6K - $71.2K
|
7.06K
$885K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-254- 6.38% |
$24.6K - $26.8K
|
3.73K
$468K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.1% |
$4.07K - $4.43K
|
40.4K
$5.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
459New |
$44.5K - $48.4K
|
459
$57.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$9.7K - $10.5K
|
100
$12.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
714New |
$69.3K - $75.2K
|
714
$89.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
420+ 0.68% |
$40.7K - $44.3K
|
61.9K
$7.76M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$59.7K
|
|