Purchases and Sales Made in Q1 2024 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.05KNew |
$222K - $245K
|
2.05K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.01K+ 18.21% |
$218K - $240K
|
13K
$1.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2KNew |
$217K - $239K
|
2K
$265K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.98K+ 0.82% |
$214K - $237K
|
242K
$32.1M
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1.94KNew |
$210K - $232K
|
1.94K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.89KNew |
$204K - $225K
|
1.89K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.87K+ 1.94% |
$203K - $224K
|
98.2K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.85KNew |
$200K - $221K
|
1.85K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.81KNew |
$196K - $216K
|
1.81K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.8KNew |
$195K - $215K
|
1.8K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.79KNew |
$194K - $214K
|
1.79K
$237K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.78KNew |
$193K - $213K
|
1.78K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.75K+ 3.8% |
$189K - $209K
|
47.6K
$6.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.73KNew |
$187K - $206K
|
1.73K
$229K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.71K+ 24.09% |
$185K - $204K
|
8.81K
$1.17M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.6K+ 167.08% |
$173K - $191K
|
2.56K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.42K+ 23.47% |
$154K - $170K
|
7.49K
$992K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.42K+ 2.82% |
$154K - $170K
|
51.9K
$6.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 36.79% |
$154K - $170K
|
5.28K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 89.58% |
$149K - $164K
|
2.91K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.19K+ 7.75% |
$129K - $142K
|
16.5K
$2.19M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 82.47% |
$124K - $137K
|
2.53K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
978+ 6.72% |
$106K - $117K
|
15.5K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
878New |
$95.1K - $105K
|
878
$116K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
862+ 29.79% |
$93.4K - $103K
|
3.76K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
751+ 26.64% |
$81.4K - $89.8K
|
3.57K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
724+ 223.46% |
$78.4K - $86.5K
|
1.05K
$139K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
654+ 2.6% |
$70.8K - $78.2K
|
25.8K
$3.42M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
571+ 2.71% |
$61.9K - $68.2K
|
21.6K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
559+ 0.26% |
$60.6K - $66.8K
|
216K
$28.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
545+ 1.85% |
$59K - $65.1K
|
30K
$3.97M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
516+ 0.25% |
$55.9K - $61.7K
|
203K
$26.9M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
482+ 8.3% |
$52.2K - $57.6K
|
6.29K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
461+ 0.37% |
$49.9K - $55.1K
|
125K
$16.5M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
442+ 0.21% |
$47.9K - $52.8K
|
207K
$27.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
436+ 3.9% |
$47.2K - $52.1K
|
11.6K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
403+ 12.37% |
$43.7K - $48.2K
|
3.66K
$485K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
400+ 19.28% |
$43.3K - $47.8K
|
2.48K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
398New |
$43.1K - $47.6K
|
398
$52.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
395+ 0.57% |
$42.8K - $47.2K
|
70K
$9.28M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
343+ 37.65% |
$37.2K - $41K
|
1.25K
$166K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
306+ 11.48% |
$33.1K - $36.6K
|
2.97K
$394K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
301+ 1.5% |
$32.6K - $36K
|
20.3K
$2.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
260+ 5.77% |
$28.2K - $31.1K
|
4.77K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
249+ 4.6% |
$27K - $29.8K
|
5.66K
$750K
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
227+ 0.59% |
$24.6K - $27.1K
|
38.6K
$5.11M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
196New |
$21.2K - $23.4K
|
196
$26K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
195+ 4.88% |
$21.1K - $23.3K
|
4.2K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
183+ 3.04% |
$19.8K - $21.9K
|
6.2K
$821K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
175+ 0.62% |
$19K - $20.9K
|
28.4K
$3.76M
|