Latest Institutional Sells of Vanguard Mega Cap Value (MGV)
This list provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28- 1.29% |
$3.03K - $3.35K
|
2.14K
$254K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 20.0% |
$2.17K - $2.39K
|
80
$9.5K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17- 0.3% |
$1.84K - $2.03K
|
5.72K
$679K
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 0.06% |
$1.62K - $1.79K
|
23.3K
$2.77M
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-15- 0.2% |
$1.62K - $1.79K
|
7.43K
$882K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 91.6% |
$1.23M - $1.39M
|
1.16K
$138K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 36.84% |
$362K - $409K
|
6.39K
$758K
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.22K- 30.54% |
$215K - $244K
|
5.05K
$599K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.99K- 50.27% |
$193K - $218K
|
1.96K
$233K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 27.71% |
$144K - $163K
|
3.87K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-945- 9.47% |
$91.7K - $104K
|
9.04K
$1.07M
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-942- 95.44% |
$91.4K - $103K
|
45
$5.34K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-784- 10.55% |
$76.1K - $86K
|
6.65K
$789K
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-734- 9.62% |
$71.2K - $80.5K
|
6.9K
$819K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-622- 70.2% |
$60.4K - $68.3K
|
264
$31.3K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-489- 1.87% |
$47.5K - $53.7K
|
25.6K
$3.04M
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-420- 1.86% |
$40.8K - $46.1K
|
22.1K
$2.63M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-369- 7.93% |
$35.8K - $40.5K
|
4.28K
$508K
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-360- 6.59% |
$34.9K - $39.5K
|
5.1K
$605K
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-230- 3.0% |
$22.3K - $25.2K
|
7.44K
$882K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-153- 64.02% |
$14.9K - $16.8K
|
86
$10.2K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-145- 38.56% |
$14.1K - $15.9K
|
231
$27.4K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-114- 63.33% |
$11.1K - $12.5K
|
66
$7.83K
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-90- 1.15% |
$8.74K - $9.88K
|
7.76K
$921K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-70- 1.38% |
$6.79K - $7.68K
|
5K
$593K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-55- 8.03% |
$5.34K - $6.04K
|
630
$74.8K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-13- 0.25% |
$1.26K - $1.43K
|
5.25K
$624K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 15.79% |
$291 - $329
|
16
$1.9K
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-257- 35.21% |
$26.1K - $27.6K
|
473
$56.1K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-104- 1.12% |
$10.5K - $11.2K
|
9.15K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60Closed |
$6.08K - $6.45K
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 2.11% |
$1.12K - $1.18K
|
510
$60.5K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4- 2.3% |
$406 - $430
|
170
$20.2K
|
|
Q2 2023 | |||||||
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-45.4K- 93.1% |
$4.49M - $4.74M
|
3.37K
$399K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470- 8.77% |
$46.4K - $49K
|
4.89K
$580K
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-377- 14.97% |
$37.2K - $39.3K
|
2.14K
$254K
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-135- 4.41% |
$13.3K - $14.1K
|
2.93K
$347K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-124- 0.35% |
$12.2K - $12.9K
|
35.1K
$4.16M
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$83.8K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$83.8K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-79- 20.15% |
$7.8K - $8.24K
|
313
$37.1K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 17.65% |
$4.45K - $4.69K
|
210
$24.9K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.66% |
$2.77K - $2.92K
|
4.19K
$497K
|
|
Q1 2023 | |||||||
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-44.6KClosed |
$4.32M - $4.69M
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-14.5K- 37.81% |
$1.4M - $1.52M
|
23.8K
$2.82M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.72K- 17.91% |
$943K - $1.02M
|
44.5K
$5.29M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.39K- 72.01% |
$523K - $568K
|
2.1K
$249K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 29.87% |
$495K - $538K
|
12K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.32K- 68.49% |
$225K - $245K
|
1.07K
$127K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.51K- 4.99% |
$146K - $159K
|
28.7K
$3.41M
|