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 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-11.8K- 81.71% |
$1.35M - $1.42M
|
2.65K
$339K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.23K- 15.2% |
$140K - $148K
|
6.87K
$879K
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-48- 0.65% |
$5.45K - $5.78K
|
7.38K
$944K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.35KNew |
$267K - $283K
|
2.35K
$301K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
58+ 0.46% |
$6.59K - $6.98K
|
12.6K
$1.62M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-21.7K- 11.15% |
$2.46M - $2.61M
|
173K
$22.1M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402+ 7.29% |
$45.7K - $48.4K
|
5.92K
$757K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
160+ 4.03% |
$18.2K - $19.3K
|
4.14K
$529K
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-2.03K- 0.94% |
$231K - $244K
|
214K
$27.4M
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
20.9K+ 11.77% |
$2.38M - $2.52M
|
199K
$25.4M
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
15.6K+ 17.99% |
$1.77M - $1.88M
|
102K
$13.1M
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-14.2K- 5.52% |
$1.61M - $1.71M
|
243K
$31M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-46- 0.73% |
$5.23K - $5.54K
|
6.24K
$799K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
297New |
$33.7K - $35.7K
|
297
$38K
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
284+ 0.7% |
$32.3K - $34.2K
|
40.7K
$5.21M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.32K+ 2.02% |
$150K - $159K
|
66.5K
$8.51M
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-36- 1.94% |
$4.09K - $4.33K
|
1.82K
$233K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.68K- 8.23% |
$304K - $322K
|
29.9K
$3.82M
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
88+ 1.43% |
$10K - $10.6K
|
6.25K
$800K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 40.77% |
$117K - $124K
|
3.56K
$455K
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-105- 0.93% |
$11.9K - $12.6K
|
11.2K
$1.43M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
37K+ 1949.32% |
$4.2M - $4.45M
|
38.9K
$4.98M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
290New |
$32.9K - $34.9K
|
290
$37.1K
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-457- 2.68% |
$51.9K - $55K
|
16.6K
$2.12M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.11K+ 0.33% |
$879K - $969K
|
2.47M
$317M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.15KNew |
$666K - $734K
|
6.15K
$786K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8New |
$867 - $956
|
8
$1.02K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.35KNew |
$255K - $281K
|
2.35K
$301K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.75K+ 1587.29% |
$731K - $806K
|
7.17K
$917K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 2.13% |
$4.66K - $5.14K
|
1.98K
$253K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
751+ 26.64% |
$81.4K - $89.8K
|
3.57K
$457K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65New |
$7.04K - $7.77K
|
65
$8.32K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.28K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.23KNew |
$675K - $745K
|
6.23K
$798K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-90- 3.63% |
$9.75K - $10.8K
|
2.39K
$306K
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.3KNew |
$790K - $872K
|
7.3K
$933K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
18+ 0.57% |
$1.95K - $2.15K
|
3.19K
$408K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$217 - $239
|
5.35K
$685K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.14KNew |
$232K - $256K
|
2.14K
$274K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15K- 50.12% |
$1.63M - $1.8M
|
15K
$1.91M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 7.6% |
$348K - $384K
|
45.5K
$5.82M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
249+ 4.6% |
$27K - $29.8K
|
5.66K
$724K
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13.8KNew |
$1.5M - $1.65M
|
13.8K
$1.77M
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
195+ 4.88% |
$21.1K - $23.3K
|
4.2K
$537K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
86+ 1.92% |
$9.32K - $10.3K
|
4.56K
$584K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-15.2K- 94.74% |
$1.64M - $1.81M
|
843
$108K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.08% |
$108 - $120
|
94
$12K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-361- 17.14% |
$39.1K - $43.1K
|
1.75K
$223K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-341- 5.55% |
$36.9K - $40.8K
|
5.81K
$743K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
85New |
$9.21K - $10.2K
|
85
$10.9K
|