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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
122+ 5.43% |
$12.4K - $13.3K
|
2.37K
$307K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
113+ 5.53% |
$11.5K - $12.4K
|
2.16K
$279K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 31.94% |
$10.9K - $11.7K
|
442
$57.2K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.48% |
$8.16K - $8.74K
|
16.9K
$2.19M
|
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
79+ 0.31% |
$8.06K - $8.64K
|
25.4K
$3.29M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
76+ 1.16% |
$7.75K - $8.31K
|
6.62K
$857K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70+ 3.58% |
$7.14K - $7.65K
|
2.03K
$262K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$6.12K - $6.56K
|
60
$7.77K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
55New |
$5.61K - $6.01K
|
55
$7.12K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
46+ 0.5% |
$4.69K - $5.03K
|
9.25K
$1.2M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45New |
$4.59K - $4.92K
|
45
$5.83K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
37+ 0.5% |
$3.77K - $4.04K
|
7.38K
$956K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
27+ 1.01% |
$2.75K - $2.95K
|
2.7K
$350K
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
24+ 0.03% |
$2.45K - $2.62K
|
92.4K
$12M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
23+ 0.31% |
$2.35K - $2.51K
|
7.46K
$966K
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21+ 0.49% |
$2.14K - $2.3K
|
4.27K
$554K
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20+ 0.27% |
$2.04K - $2.19K
|
7.55K
$977K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17New |
$1.73K - $1.86K
|
17
$2.2K
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
15+ 0.16% |
$1.53K - $1.64K
|
9.44K
$1.22M
|
|
|
May 16, 2022
Q1 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
12+ 0.49% |
$1.22K - $1.31K
|
2.46K
$318K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
11+ 0.21% |
$1.12K - $1.2K
|
5.22K
$676K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
10+ 0.46% |
$1.02K - $1.09K
|
2.17K
$282K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8New |
$816 - $874
|
8
$1.04K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.3% |
$714 - $765
|
2.34K
$303K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$102 - $109
|
2.85K
$369K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.76% |
$102 - $109
|
133
$17.2K
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-16Closed |
$1.63K - $1.75K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-20- 0.6% |
$2.04K - $2.19K
|
3.31K
$429K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-25- 4.18% |
$2.55K - $2.73K
|
573
$74.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-30- 0.93% |
$3.06K - $3.28K
|
3.2K
$414K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-32Closed |
$3.26K - $3.5K
|
0
$0
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-45- 1.03% |
$4.59K - $4.92K
|
4.31K
$558K
|
|
|
Apr 25, 2022
Q1 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-46- 0.58% |
$4.69K - $5.03K
|
7.84K
$1.02M
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-50Closed |
$5.1K - $5.47K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 3.38% |
$5.1K - $5.47K
|
1.43K
$185K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-52Closed |
$5.3K - $5.68K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-90- 7.66% |
$9.18K - $9.84K
|
1.09K
$141K
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-91- 1.16% |
$9.28K - $9.95K
|
7.73K
$1M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-96- 0.85% |
$9.79K - $10.5K
|
11.2K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-100- 6.49% |
$10.2K - $10.9K
|
1.44K
$186K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-150Closed |
$15.3K - $16.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-168Closed |
$17.1K - $18.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-178- 0.3% |
$18.2K - $19.5K
|
58.5K
$7.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-200- 0.71% |
$20.4K - $21.9K
|
27.9K
$3.62M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-214- 8.57% |
$21.8K - $23.4K
|
2.28K
$296K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-219- 0.51% |
$22.3K - $23.9K
|
43.1K
$5.58M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-248- 9.74% |
$25.3K - $27.1K
|
2.3K
$298K
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-259- 5.86% |
$26.4K - $28.3K
|
4.16K
$539K
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-307- 0.44% |
$31.3K - $33.6K
|
69.9K
$9.06M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-366- 0.57% |
$37.3K - $40K
|
63.5K
$8.22M
|