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 |
---|---|---|---|---|---|---|---|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 36.84% |
$362K - $409K
|
6.39K
$758K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4- 2.3% |
$406 - $430
|
170
$20.2K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.99K+ 70.12% |
$303K - $322K
|
7.26K
$862K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
920New |
$93.3K - $98.9K
|
920
$109K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$258K - $273K
|
2.54K
$302K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105New |
$10.6K - $11.3K
|
105
$12.5K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60Closed |
$6.08K - $6.45K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2New |
$203 - $215
|
2
$237
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.74KNew |
$480K - $509K
|
4.74K
$562K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.26M - $1.34M
|
12.4K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.97K+ 81.78% |
$200K - $212K
|
4.38K
$520K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.39K+ 7.81% |
$141K - $150K
|
19.2K
$2.28M
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.09K+ 2.54% |
$111K - $117K
|
44.1K
$5.23M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
268+ 0.87% |
$27.2K - $28.8K
|
31K
$3.68M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-257- 35.21% |
$26.1K - $27.6K
|
473
$56.1K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.56% |
$101 - $107
|
65
$7.71K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
137New |
$13.9K - $14.7K
|
137
$16.3K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
90+ 1.93% |
$9.13K - $9.67K
|
4.75K
$564K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 2.11% |
$1.12K - $1.18K
|
510
$60.5K
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.92KNew |
$296K - $314K
|
2.92K
$347K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$6.59K - $6.98K
|
65
$7.71K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
93New |
$9.43K - $9.99K
|
93
$11K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-104- 1.12% |
$10.5K - $11.2K
|
9.15K
$1.09M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
829New |
$84.1K - $89.1K
|
829
$98.4K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$262K - $277K
|
2.58K
$306K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.76K+ 82.87% |
$178K - $189K
|
3.88K
$460K
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.37K+ 7940.0% |
$443K - $469K
|
4.42K
$525K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
112New |
$11.4K - $12K
|
112
$13.3K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.61% |
$1.52K - $1.61K
|
2.48K
$295K
|
|
Q2 2023 | |||||||
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-135- 4.41% |
$13.3K - $14.1K
|
2.93K
$347K
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-377- 14.97% |
$37.2K - $39.3K
|
2.14K
$254K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.5K+ 36.08% |
$445K - $469K
|
17K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
63.2KNew |
$6.25M - $6.59M
|
63.2K
$7.51M
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.15% |
$889 - $939
|
6.13K
$728K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
405+ 11.63% |
$40K - $42.2K
|
3.89K
$461K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$8.3K - $8.76K
|
84
$9.97K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
142New |
$14K - $14.8K
|
142
$16.9K
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.33KNew |
$428K - $452K
|
4.33K
$514K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
88New |
$8.69K - $9.18K
|
88
$10.4K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.8KNew |
$277K - $292K
|
2.8K
$333K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$201K - $212K
|
2.04K
$242K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-124- 0.35% |
$12.2K - $12.9K
|
35.1K
$4.16M
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
602+ 3.21% |
$59.5K - $62.8K
|
19.4K
$2.3M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 17.65% |
$4.45K - $4.69K
|
210
$24.9K
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.06KNew |
$401K - $423K
|
4.06K
$482K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470- 8.77% |
$46.4K - $49K
|
4.89K
$580K
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
106KNew |
$10.5M - $11.1M
|
106K
$12.6M
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.66% |
$2.77K - $2.92K
|
4.19K
$497K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$83.8K
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12+ 0.55% |
$1.19K - $1.25K
|
2.2K
$261K
|