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 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$640K - $752K
|
7.04K
$933K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.23KNew |
$385K - $452K
|
4.23K
$561K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.7KNew |
$246K - $289K
|
2.7K
$358K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.7KNew |
$245K - $289K
|
2.7K
$358K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$274K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
920New |
$83.6K - $98.3K
|
920
$122K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
82New |
$7.45K - $8.76K
|
82
$10.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
61New |
$5.54K - $6.52K
|
61
$8.08K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
48New |
$4.36K - $5.13K
|
48
$6.36K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.09% |
$454 - $534
|
5.64K
$748K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$90.8 - $107
|
1
$132
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
142KNew |
$12.8M - $14.8M
|
142K
$18.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
95.5KNew |
$8.59M - $9.92M
|
95.5K
$12.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.61KNew |
$504K - $582K
|
5.61K
$742K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.78KNew |
$250K - $288K
|
2.78K
$368K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.1KNew |
$98.9K - $114K
|
1.1K
$146K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
257+ 0.51% |
$23.1K - $26.7K
|
50.4K
$6.67M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
208New |
$18.7K - $21.6K
|
208
$27.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146+ 1.2% |
$13.1K - $15.2K
|
12.3K
$1.63M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21+ 0.39% |
$1.89K - $2.18K
|
5.43K
$719K
|
|
| Q2 2022 | |||||||
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.84MNew |
$265M - $310M
|
2.84M
$376M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
60.3KNew |
$5.63M - $6.59M
|
60.3K
$7.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
42.3KNew |
$3.94M - $4.62M
|
42.3K
$5.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
5.59KNew |
$521K - $610K
|
5.59K
$741K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.21K+ 148.86% |
$299K - $350K
|
5.36K
$710K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.73K+ 45500.0% |
$255K - $298K
|
2.74K
$362K
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.5K+ 78.13% |
$233K - $273K
|
5.7K
$755K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
350+ 17.5% |
$32.6K - $38.2K
|
2.35K
$311K
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
200+ 200.0% |
$18.7K - $21.8K
|
300
$39.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$15.7K - $18.3K
|
168
$22.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
87New |
$8.11K - $9.5K
|
87
$11.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
30+ 1.21% |
$2.8K - $3.28K
|
2.5K
$331K
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
15+ 0.71% |
$1.4K - $1.64K
|
2.13K
$283K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4New |
$373 - $437
|
4
$530
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.75% |
$93.3 - $109
|
134
$17.8K
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.76KNew |
$281K - $301K
|
2.76K
$365K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.49KNew |
$254K - $272K
|
2.49K
$329K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$127K - $136K
|
1.25K
$165K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45New |
$4.59K - $4.92K
|
45
$5.96K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
503New |
$49.6K - $53.8K
|
503
$66.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
323New |
$31.8K - $34.6K
|
323
$42.8K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.85K - $10.7K
|
100
$13.2K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
2.67KNew |
$198K - $232K
|
2.67K
$354K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.27K+ 13.8% |
$143K - $183K
|
18.7K
$2.48M
|
|
|
Aug 04, 2020
Q2 2020
|
Mv Capital Management, Inc.
|
BUY
|
- |
928New |
$58.6K - $74.9K
|
928
$123K
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14New |
$1.1K - $1.23K
|
14
$1.85K
|
|
| Q4 2018 | |||||||
|
Jan 03, 2019
Q4 2018
|
Hollencrest Capital Management
|
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$2.7M
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
315New |
N/A
|
315
$41.7K
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
71+ 2.36% |
N/A
|
3.08K
$408K
|
|