Purchases and Sales Made in Q1 2023 in Vanguard Mega Cap Value (MGV)
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 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-655- 13.45% |
$63.5K - $69K
|
4.22K
$554K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-676- 8.74% |
$65.6K - $71.2K
|
7.06K
$927K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-713- 38.77% |
$69.2K - $75.1K
|
1.13K
$148K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-751- 69.73% |
$72.8K - $79.1K
|
326
$42.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-760- 4.01% |
$73.7K - $80.1K
|
18.2K
$2.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-779- 75.34% |
$75.6K - $82.1K
|
255
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-855- 1.81% |
$82.9K - $90.1K
|
46.4K
$6.1M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-920Closed |
$89.2K - $96.9K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-927- 0.83% |
$89.9K - $97.7K
|
111K
$14.6M
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-977- 4.21% |
$94.8K - $103K
|
22.2K
$2.92M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-992- 3.08% |
$96.2K - $105K
|
31.2K
$4.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.01K- 5.94% |
$97.5K - $106K
|
15.9K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 68.83% |
$109K - $119K
|
510
$67K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.2K- 15.36% |
$116K - $126K
|
6.59K
$865K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.23K- 13.82% |
$119K - $129K
|
7.66K
$1.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 73.39% |
$126K - $137K
|
471
$61.9K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 0.05% |
$127K - $138K
|
2.44M
$321M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.38K- 0.58% |
$134K - $146K
|
238K
$31.3M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.51K- 4.99% |
$146K - $159K
|
28.7K
$3.77M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.58K- 4.83% |
$153K - $166K
|
31K
$4.08M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.61K- 7.6% |
$156K - $170K
|
19.6K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.61K- 7.6% |
$156K - $170K
|
19.6K
$2.58M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.63K- 26.71% |
$158K - $172K
|
4.47K
$588K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.64K- 6.41% |
$159K - $173K
|
23.9K
$3.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.65K- 23.31% |
$160K - $174K
|
5.42K
$713K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.72K- 0.12% |
$166K - $181K
|
1.41M
$185M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.75K- 2.61% |
$170K - $184K
|
65.2K
$8.57M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.9K- 48.72% |
$184K - $200K
|
2K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.01K- 43.99% |
$195K - $212K
|
2.56K
$336K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.29K- 33.14% |
$222K - $241K
|
4.61K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.32K- 68.49% |
$225K - $245K
|
1.07K
$140K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.37K- 26.28% |
$230K - $250K
|
6.64K
$873K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.44K- 10.77% |
$237K - $257K
|
20.2K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.44K- 76.88% |
$237K - $258K
|
735
$96.6K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.98K- 1.08% |
$289K - $314K
|
274K
$36M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.12K- 14.28% |
$303K - $329K
|
18.7K
$2.46M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.18K- 1.61% |
$309K - $335K
|
194K
$25.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.21K- 4.31% |
$311K - $338K
|
71.2K
$9.36M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.35K- 1.96% |
$325K - $353K
|
168K
$22M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 11.6% |
$338K - $367K
|
26.6K
$3.49M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.72K- 51.06% |
$361K - $392K
|
3.57K
$469K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-3.81K- 5.13% |
$370K - $402K
|
70.5K
$9.27M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.97K- 25.5% |
$385K - $419K
|
11.6K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.02K- 4.33% |
$390K - $424K
|
88.8K
$11.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.76K- 13.39% |
$462K - $502K
|
30.8K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.86K- 42.64% |
$472K - $512K
|
6.54K
$860K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.01K- 3.9% |
$486K - $528K
|
124K
$16.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.1K- 60.5% |
$495K - $537K
|
3.33K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 29.87% |
$495K - $538K
|
12K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.39K- 35.34% |
$523K - $568K
|
9.86K
$1.3M
|