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 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$83.8K
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5.17KNew |
$511K - $539K
|
5.17K
$614K
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.8K+ 334.05% |
$1.96M - $2.07M
|
25.8K
$3.06M
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-45.4K- 93.1% |
$4.49M - $4.74M
|
3.37K
$399K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-79- 20.15% |
$7.8K - $8.24K
|
313
$37.1K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.39K- 72.01% |
$523K - $568K
|
2.1K
$249K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 2.02% |
$3.88K - $4.21K
|
1.95K
$231K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$56.5K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-44.6KClosed |
$4.32M - $4.69M
|
0
$0
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-328Closed |
$31.8K - $34.6K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.32K- 68.49% |
$225K - $245K
|
1.07K
$127K
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.93K+ 2.84% |
$672K - $730K
|
251K
$29.8M
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
281New |
$27.3K - $29.6K
|
281
$33.4K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
8New |
$776 - $843
|
8
$950
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$2.29M - $2.48M
|
23.6K
$2.8M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.44K+ 8.36% |
$236K - $257K
|
31.6K
$3.75M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.72K- 17.91% |
$943K - $1.02M
|
44.5K
$5.29M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 29.87% |
$495K - $538K
|
12K
$1.42M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.51K- 4.99% |
$146K - $159K
|
28.7K
$3.41M
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
44+ 0.58% |
$4.27K - $4.64K
|
7.57K
$899K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.28KNew |
$221K - $240K
|
2.28K
$271K
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.01KNew |
$292K - $317K
|
3.01K
$357K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-14.5K- 37.81% |
$1.4M - $1.52M
|
23.8K
$2.82M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-676- 8.74% |
$65.6K - $71.2K
|
7.06K
$837K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-254- 6.38% |
$24.6K - $26.8K
|
3.73K
$443K
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.1% |
$4.07K - $4.43K
|
40.4K
$4.79M
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
464+ 116.0% |
$45K - $48.9K
|
864
$103K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 73.39% |
$126K - $137K
|
471
$55.9K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
459New |
$44.5K - $48.4K
|
459
$54.5K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$9.7K - $10.5K
|
100
$11.9K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
236New |
$22.9K - $24.9K
|
236
$28K
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
714New |
$69.3K - $75.2K
|
714
$84.7K
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
420+ 0.68% |
$40.7K - $44.3K
|
61.9K
$7.35M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$56.5K
|
|
Q4 2022 | |||||||
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$697K - $752K
|
7.04K
$836K
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.7KNew |
$267K - $289K
|
2.7K
$321K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
48New |
$4.75K - $5.13K
|
48
$5.7K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$99 - $107
|
1
$119
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
920New |
$91K - $98.3K
|
920
$109K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.23KNew |
$419K - $452K
|
4.23K
$503K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$205K - $221K
|
2.07K
$246K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-115- 1.61% |
$11.4K - $12.3K
|
7.04K
$836K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.67% |
$99 - $107
|
61
$7.24K
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-223- 9.02% |
$22.1K - $23.8K
|
2.25K
$267K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-111- 3.78% |
$11K - $11.9K
|
2.82K
$335K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$19.9K - $21.5K
|
201
$23.9K
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7.35KNew |
$728K - $785K
|
7.35K
$873K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.6KNew |
$356K - $384K
|
3.6K
$427K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-105K- 96.6% |
$10.4M - $11.2M
|
3.7K
$439K
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.7KNew |
$268K - $289K
|
2.7K
$321K
|