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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.87K+ 1.94% |
$203K - $224K
|
98.2K
$11.7M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$790K - $872K
|
7.3K
$866K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.31K+ 74.27% |
$575K - $634K
|
12.5K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.04K+ 4.58% |
$762K - $841K
|
161K
$19.1M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.04K+ 13.75% |
$329K - $363K
|
25.2K
$2.99M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
147K+ 41.01% |
$15.9M - $17.6M
|
506K
$60M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.15K+ 17.73% |
$233K - $257K
|
14.3K
$1.69M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.1K- 1.63% |
$444K - $490K
|
248K
$29.4M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.79KNew |
$519K - $572K
|
4.79K
$568K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.94K+ 30.54% |
$426K - $470K
|
16.8K
$2M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-90- 3.63% |
$9.75K - $10.8K
|
2.39K
$284K
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
8.69KNew |
$941K - $1.04M
|
8.69K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.16K- 3.62% |
$125K - $138K
|
30.8K
$3.65M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.48K+ 40.75% |
$268K - $296K
|
8.56K
$1.02M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 63.22% |
$2.18M - $2.41M
|
11.7K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.57% |
$1.95K - $2.15K
|
3.19K
$378K
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
403+ 12.37% |
$43.7K - $48.2K
|
3.66K
$435K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
343+ 37.65% |
$37.2K - $41K
|
1.25K
$149K
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13.8KNew |
$1.5M - $1.65M
|
13.8K
$1.64M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
249+ 4.6% |
$27K - $29.8K
|
5.66K
$672K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 7.6% |
$348K - $384K
|
45.5K
$5.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15K- 50.12% |
$1.63M - $1.8M
|
15K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-256- 1.59% |
$27.7K - $30.6K
|
15.8K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
12.9K+ 7.82% |
$1.4M - $1.54M
|
178K
$21.1M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.14KNew |
$232K - $256K
|
2.14K
$254K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
978+ 6.72% |
$106K - $117K
|
15.5K
$1.84M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.4K- 4.08% |
$2M - $2.2M
|
433K
$51.4M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$217 - $239
|
5.35K
$635K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.57K- 38.74% |
$170K - $188K
|
2.49K
$295K
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
5.65K+ 9.55% |
$612K - $675K
|
64.8K
$7.69M
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.89KNew |
$204K - $225K
|
1.89K
$224K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.22K- 0.23% |
$457K - $504K
|
1.8M
$214M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13K+ 17.7% |
$1.41M - $1.56M
|
86.7K
$10.3M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.05K- 4.7% |
$114K - $125K
|
21.3K
$2.53M
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
559+ 0.26% |
$60.6K - $66.8K
|
216K
$25.7M
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
571+ 2.71% |
$61.9K - $68.2K
|
21.6K
$2.56M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
195+ 4.88% |
$21.1K - $23.3K
|
4.2K
$498K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-350- 0.02% |
$37.9K - $41.8K
|
1.68M
$199M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-114- 0.19% |
$12.3K - $13.6K
|
59.9K
$7.11M
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
86+ 1.92% |
$9.32K - $10.3K
|
4.56K
$541K
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
11.3KNew |
$1.22M - $1.35M
|
11.3K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.08% |
$108 - $120
|
94
$11.2K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.98K+ 2.21% |
$539K - $595K
|
230K
$27.3M
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 0.06% |
$1.62K - $1.79K
|
23.3K
$2.77M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.4K+ 44.26% |
$1.13M - $1.24M
|
33.9K
$4.02M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15.2K- 94.74% |
$1.64M - $1.81M
|
843
$100K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
16+ 0.29% |
$1.73K - $1.91K
|
5.51K
$654K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.7K- 5.15% |
$3.86M - $4.26M
|
657K
$78M
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.4K+ 609.65% |
$1.35M - $1.49M
|
14.5K
$1.72M
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-341- 5.55% |
$36.9K - $40.8K
|
5.81K
$689K
|