Latest Institutional Purchases of Vanguard Mega Cap Value (MGV)
This list provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
15+ 0.1% |
$1.77K - $1.92K
|
15.5K
$2.05M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14New |
$1.65K - $1.8K
|
14
$1.85K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.76% |
$1.65K - $1.8K
|
1.85K
$245K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11+ 0.51% |
$1.3K - $1.41K
|
2.15K
$285K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
6+ 0.31% |
$708 - $770
|
1.95K
$257K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
$590 - $641
|
5.23K
$692K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4+ 0.27% |
$472 - $513
|
1.49K
$198K
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3+ 0.02% |
$354 - $385
|
19.1K
$2.52M
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
3+ 0.02% |
$354 - $385
|
13.5K
$1.78M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.99% |
$354 - $385
|
307
$40.6K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.04% |
$354 - $385
|
6.87K
$909K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$236 - $257
|
4.87K
$644K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$118 - $128
|
2.1K
$278K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.96KNew |
$563K - $597K
|
4.96K
$656K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.47KNew |
$394K - $418K
|
3.47K
$459K
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.08K+ 173.03% |
$350K - $371K
|
4.86K
$643K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 56.52% |
$273K - $290K
|
6.67K
$882K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.35KNew |
$267K - $283K
|
2.35K
$311K
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.14KNew |
$243K - $257K
|
2.14K
$282K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.1KNew |
$238K - $253K
|
2.1K
$278K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.32K+ 2.02% |
$150K - $159K
|
66.5K
$8.79M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830New |
$94.3K - $99.9K
|
830
$110K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
765+ 2.28% |
$86.9K - $92.1K
|
34.3K
$4.54M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
376+ 12.85% |
$42.7K - $45.2K
|
3.3K
$437K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
297New |
$33.7K - $35.7K
|
297
$39.3K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
229+ 9.25% |
$26K - $27.6K
|
2.7K
$358K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
220+ 0.94% |
$25K - $26.5K
|
23.6K
$3.13M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$23.2K - $24.5K
|
204
$27K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
128New |
$14.5K - $15.4K
|
128
$16.9K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
79New |
$8.98K - $9.51K
|
79
$10.4K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38New |
$4.32K - $4.57K
|
38
$5.03K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
32+ 1.17% |
$3.64K - $3.85K
|
2.77K
$366K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25.8KNew |
$2.79M - $3.08M
|
25.8K
$3.41M
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
13.8KNew |
$1.5M - $1.65M
|
13.8K
$1.83M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.23KNew |
$675K - $745K
|
6.23K
$825K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 7.6% |
$348K - $384K
|
45.5K
$6.02M
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$326K - $359K
|
3.01K
$398K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.35KNew |
$255K - $281K
|
2.35K
$311K
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2KNew |
$217K - $239K
|
2K
$265K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.71K+ 24.09% |
$185K - $204K
|
8.81K
$1.17M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
724+ 223.46% |
$78.4K - $86.5K
|
1.05K
$139K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
249+ 4.6% |
$27K - $29.8K
|
5.66K
$749K
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
196New |
$21.2K - $23.4K
|
196
$25.9K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
195+ 4.88% |
$21.1K - $23.3K
|
4.2K
$555K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
85New |
$9.21K - $10.2K
|
85
$11.2K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
84+ 3.44% |
$9.1K - $10K
|
2.52K
$334K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65New |
$7.04K - $7.77K
|
65
$8.6K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.52K - $1.67K
|
14
$1.85K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$1.08K - $1.2K
|
10
$1.32K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8New |
$867 - $956
|
8
$1.06K
|