Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap Value (MGV)

MGV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2023. 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 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
4K
+ 35.13%
$388K - $421K
15.4K $2.02M
May 05, 2023 Q1 2023
Bernardo Wealth Planning LLC

BUY
 -
3.41K
+ 1.59%
$331K - $359K
218K $28.6M
May 15, 2023 Q1 2023
Petix & Botte CO

BUY
 -
3.41K
+ 74.99%
$330K - $359K
7.95K $1.04M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.26K
+ 159.9%
$316K - $344K
5.3K $697K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.16K
+ 6.89%
$307K - $333K
49K $6.45M
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
3.06K
New
$297K - $323K
3.06K $402K
May 12, 2023 Q1 2023
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
3.05K
+ 68.78%
$296K - $322K
7.49K $985K
May 08, 2023 Q1 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
3.01K
New
$292K - $317K
3.01K $396K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
3.01K
+ 3.26%
$292K - $317K
95.3K $12.5M
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
2.82K
+ 45.13%
$274K - $298K
9.08K $1.19M
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
2.71K
New
$262K - $285K
2.71K $356K
Apr 12, 2023 Q1 2023
Von Berge Wealth Management Group, LLC

BUY
 -
2.7K
+ 4.41%
$262K - $284K
63.8K $8.39M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.69K
+ 8.46%
$261K - $284K
34.5K $4.54M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
2.64K
+ 19.03%
$256K - $278K
16.5K $2.17M
Apr 14, 2023 Q1 2023
Shore Haven Wealth Partners, LLC

BUY
 -
2.55K
+ 75.33%
$247K - $269K
5.94K $780K
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
2.44K
New
$237K - $258K
2.44K $321K
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
2.44K
+ 8.36%
$236K - $257K
31.6K $4.15M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
2.41K
New
$234K - $254K
2.41K $317K
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
2.41K
+ 4.83%
$234K - $254K
52.3K $6.87M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
2.28K
New
$221K - $240K
2.28K $300K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
2.18K
New
$211K - $229K
2.18K $286K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.95K
+ 18.54%
$189K - $206K
12.5K $1.64M
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
1.87K
+ 2.73%
$181K - $197K
70.3K $9.23M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
1.73K
+ 2.06%
$168K - $183K
85.9K $11.3M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.63K
+ 1.27%
$158K - $172K
130K $17.1M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.52K
+ 70.61%
$147K - $160K
3.66K $481K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.49K
+ 11.11%
$145K - $157K
14.9K $1.96M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
1.49K
+ 4.19%
$144K - $156K
37K $4.86M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
1.38K
+ 1.46%
$133K - $145K
95.6K $12.6M
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
1.3K
+ 4.48%
$126K - $137K
30.3K $3.98M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.24K
+ 0.21%
$120K - $131K
591K $77.7M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.15K
New
$111K - $121K
1.15K $151K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.08K
+ 3.19%
$105K - $114K
35K $4.6M
Apr 21, 2023 Q1 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
1.08K
+ 30.62%
$105K - $114K
4.6K $605K
May 02, 2023 Q1 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
980
+ 3.88%
$95.1K - $103K
26.2K $3.45M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
907
+ 44.95%
$88K - $95.6K
2.93K $384K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
894
+ 2.61%
$86.7K - $94.2K
35.2K $4.63M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
870
New
$84.4K - $91.7K
870 $114K
Jan 15, 2025 Q1 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
787
+ 14.28%
$76.3K - $82.9K
6.3K $828K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
776
+ 2.39%
$75.3K - $81.8K
33.3K $4.38M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
775
+ 29.03%
$75.2K - $81.7K
3.45K $453K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
736
+ 0.32%
$71.4K - $77.6K
228K $30M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
730
New
$70.8K - $76.9K
730 $95.9K
Apr 17, 2023 Q1 2023
Rosenberg Matthew Hamilton

BUY
 -
714
New
$69.3K - $75.2K
714 $93.8K
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
674
+ 0.68%
$65.4K - $71K
99.9K $13.1M
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
673
+ 6.5%
$65.3K - $70.9K
11K $1.45M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
630
+ 10.27%
$61.1K - $66.4K
6.76K $889K
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
591
+ 30.09%
$57.3K - $62.3K
2.56K $336K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
550
+ 0.9%
$53.4K - $58K
62K $8.15M

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