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 |
---|---|---|---|---|---|---|---|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
5.59KNew |
$521K - $610K
|
5.59K
$701K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.79KClosed |
$354K - $414K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
200+ 200.0% |
$18.7K - $21.8K
|
300
$37.6K
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
30+ 1.21% |
$2.8K - $3.28K
|
2.5K
$314K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
87New |
$8.11K - $9.5K
|
87
$10.9K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4New |
$373 - $437
|
4
$502
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.75% |
$93.3 - $109
|
134
$16.8K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.46KClosed |
$230K - $269K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
15+ 0.71% |
$1.4K - $1.64K
|
2.13K
$268K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.93KClosed |
$366K - $429K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.73K+ 45500.0% |
$255K - $298K
|
2.74K
$343K
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.87KClosed |
$174K - $204K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 0.27% |
$653 - $764
|
2.59K
$324K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$218K - $256K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.84MNew |
$265M - $310M
|
2.84M
$356M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-743Closed |
$69.3K - $81.1K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.5K+ 78.13% |
$233K - $273K
|
5.7K
$715K
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-54- 1.69% |
$5.04K - $5.9K
|
3.15K
$394K
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
60.3KNew |
$5.63M - $6.59M
|
60.3K
$7.57M
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-342Closed |
$31.9K - $37.3K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60Closed |
$5.6K - $6.55K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
59.2KNew |
$5.52M - $6.47M
|
59.2K
$7.43M
|
|
Q1 2022 | |||||||
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$127K - $136K
|
1.25K
$156K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.49KNew |
$254K - $272K
|
2.49K
$312K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45New |
$4.59K - $4.92K
|
45
$5.64K
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-50Closed |
$5.1K - $5.47K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-16Closed |
$1.63K - $1.75K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.8KClosed |
$795K - $853K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.9KClosed |
$296K - $317K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-150Closed |
$15.3K - $16.4K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-106KClosed |
$10.8M - $11.6M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-52Closed |
$5.3K - $5.68K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-32Closed |
$3.26K - $3.5K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.76KNew |
$281K - $301K
|
2.76K
$346K
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-12.3KClosed |
$1.25M - $1.34M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.03K- 19.56% |
$105K - $113K
|
4.24K
$532K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-601Closed |
$61.3K - $65.7K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-3.4KClosed |
$346K - $371K
|
0
$0
|
|
Q4 2021 | |||||||
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.85K - $10.7K
|
100
$12.5K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-275Closed |
$27.1K - $29.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
638New |
$62.8K - $68.2K
|
638
$80K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-771Closed |
$76K - $82.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-10.5K- 97.48% |
$1.03M - $1.12M
|
271
$34K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
503New |
$49.6K - $53.8K
|
503
$63.1K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
323New |
$31.8K - $34.6K
|
323
$40.5K
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
SELL
|
- |
-23.8KClosed |
$2.34M - $2.55M
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-30Closed |
$2.96K - $3.21K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-41- 7.99% |
$4.04K - $4.39K
|
472
$59.2K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-857- 22.69% |
$83.9K - $88.7K
|
2.92K
$366K
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-6.61KClosed |
$646K - $683K
|
0
$0
|