Purchases and Sales Made in Q1 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP VALUE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
682K+ 7.6% |
$69.5M - $74.5M
|
9.65M
$1.25B
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
513K+ 12305.22% |
$52.4M - $56.1M
|
518K
$67M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
300KNew |
$30.6M - $32.8M
|
300K
$38.8M
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
262KNew |
$26.8M - $28.7M
|
262K
$34M
|
|
May 16, 2022
Q1 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
262KNew |
$26.8M - $28.7M
|
262K
$34M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
252K+ 6.17% |
$25.7M - $27.6M
|
4.34M
$562M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
226K+ 51.9% |
$23.1M - $24.7M
|
662K
$85.8M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
141KNew |
$14.4M - $15.4M
|
141K
$18.3M
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
136KNew |
$13.9M - $14.9M
|
136K
$17.6M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 26.05% |
$10.9M - $11.7M
|
518K
$67.1M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 34.51% |
$10.7M - $11.4M
|
408K
$52.8M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 5.24% |
$10.6M - $11.4M
|
2.09M
$270M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
103K+ 297.85% |
$10.5M - $11.2M
|
137K
$17.8M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86.4K+ 1289.58% |
$8.81M - $9.44M
|
93.1K
$12.1M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73K+ 22.41% |
$7.44M - $7.98M
|
399K
$51.6M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.2K+ 11.37% |
$5.63M - $6.04M
|
541K
$70.1M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.5KNew |
$5.46M - $5.85M
|
53.5K
$6.93M
|
|
May 16, 2022
Q1 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
51.5K+ 31.04% |
$5.25M - $5.63M
|
218K
$28.2M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
50.4K+ 3.74% |
$5.13M - $5.5M
|
1.4M
$181M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
49.8KNew |
$5.08M - $5.44M
|
49.8K
$6.45M
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
46.2KNew |
$4.71M - $5.05M
|
46.2K
$5.98M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
42.3K+ 11.72% |
$4.32M - $4.63M
|
403K
$52.2M
|
|
Apr 20, 2022
Q1 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
37.9KNew |
$3.87M - $4.15M
|
37.9K
$4.91M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.6KNew |
$3.83M - $4.1M
|
37.6K
$4.86M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.1K+ 8.58% |
$3.27M - $3.51M
|
406K
$52.6M
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
31.2KNew |
$3.18M - $3.41M
|
31.2K
$4.04M
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
26.5K+ 16.24% |
$2.71M - $2.9M
|
190K
$24.6M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.1K+ 347.73% |
$2.56M - $2.74M
|
32.3K
$4.18M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.5KNew |
$2.4M - $2.57M
|
23.5K
$3.04M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.3K+ 1057.37% |
$2.38M - $2.55M
|
25.5K
$3.31M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.8K+ 98.19% |
$2.33M - $2.5M
|
46.1K
$5.97M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
21.3KNew |
$2.17M - $2.32M
|
21.3K
$2.75M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
20.5K+ 94.73% |
$2.09M - $2.24M
|
42.1K
$5.45M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20.2K+ 736.56% |
$2.06M - $2.21M
|
23K
$2.98M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20.2K+ 736.56% |
$2.06M - $2.21M
|
23K
$2.98M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
18.1K+ 133.57% |
$1.85M - $1.98M
|
31.7K
$4.1M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.9K+ 3.4% |
$1.62M - $1.74M
|
485K
$62.8M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 94.71% |
$1.53M - $1.64M
|
30.8K
$3.99M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14.8K+ 17.56% |
$1.51M - $1.61M
|
98.8K
$12.8M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.1K+ 16.15% |
$1.44M - $1.54M
|
101K
$13.1M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.5K+ 22.69% |
$1.38M - $1.48M
|
73K
$9.46M
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 27.81% |
$1.35M - $1.45M
|
61K
$7.9M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.3K+ 9.14% |
$1.35M - $1.45M
|
158K
$20.5M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 8.3% |
$1.3M - $1.39M
|
166K
$21.5M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12.5KNew |
$1.27M - $1.36M
|
12.5K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12KNew |
$1.22M - $1.31M
|
12K
$1.55M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.3K+ 51.71% |
$1.15M - $1.23M
|
33.1K
$4.28M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.3K+ 5.7% |
$1.15M - $1.23M
|
209K
$27M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
10.6K+ 18.76% |
$1.09M - $1.16M
|
67.4K
$8.73M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 2.3% |
$1.06M - $1.14M
|
464K
$60.1M
|