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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$59.6K
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$640K - $752K
|
7.04K
$882K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.7KNew |
$245K - $289K
|
2.7K
$338K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
48New |
$4.36K - $5.13K
|
48
$6.01K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$90.8 - $107
|
1
$125
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
920New |
$83.6K - $98.3K
|
920
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.23KNew |
$385K - $452K
|
4.23K
$530K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-115- 1.61% |
$10.4K - $12.3K
|
7.04K
$882K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-223- 9.02% |
$20.3K - $23.8K
|
2.25K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-111- 3.78% |
$10.1K - $11.9K
|
2.82K
$353K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7.35KNew |
$668K - $785K
|
7.35K
$921K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$18.3K - $21.5K
|
201
$25.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-105K- 96.6% |
$9.54M - $11.2M
|
3.7K
$463K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.7KNew |
$246K - $289K
|
2.7K
$339K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-550- 14.32% |
$50K - $58.7K
|
3.29K
$412K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$260K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
61New |
$5.54K - $6.52K
|
61
$7.64K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.09% |
$454 - $534
|
5.64K
$707K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.85K- 3.09% |
$259K - $305K
|
89.4K
$11.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
82New |
$7.45K - $8.76K
|
82
$10.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.86K- 72.32% |
$441K - $519K
|
1.86K
$233K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-62- 4.71% |
$5.63K - $6.62K
|
1.25K
$157K
|
|
| Q3 2022 | |||||||
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13Closed |
$1.17K - $1.35K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
208New |
$18.7K - $21.6K
|
208
$26K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-263- 45.9% |
$23.6K - $27.3K
|
310
$38.8K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
257+ 0.51% |
$23.1K - $26.7K
|
50.4K
$6.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146+ 1.2% |
$13.1K - $15.2K
|
12.3K
$1.54M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-600- 63.76% |
$53.9K - $62.3K
|
341
$42.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.61KNew |
$504K - $582K
|
5.61K
$702K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
$9.62K - $11.1K
|
107
$13.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
142KNew |
$12.8M - $14.8M
|
142K
$17.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21+ 0.39% |
$1.89K - $2.18K
|
5.43K
$680K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.16K- 45.12% |
$194K - $224K
|
2.62K
$329K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$98.9K - $114K
|
1.1K
$138K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.78KNew |
$250K - $288K
|
2.78K
$347K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
95.5KNew |
$8.59M - $9.92M
|
95.5K
$12M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-17Closed |
$1.59K - $1.86K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8Closed |
$746 - $874
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
350+ 17.5% |
$32.6K - $38.2K
|
2.35K
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
42.3KNew |
$3.94M - $4.62M
|
42.3K
$5.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-266Closed |
$24.8K - $29K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17- 73.91% |
$1.59K - $1.86K
|
6
$751
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.56KClosed |
$332K - $389K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-262KClosed |
$24.5M - $28.7M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-262KClosed |
$24.5M - $28.7M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-5.44KClosed |
$508K - $595K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$15.7K - $18.3K
|
168
$21K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-822Closed |
$76.7K - $89.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.21K+ 148.86% |
$299K - $350K
|
5.36K
$672K
|
|