Purchases and Sales Made in Q2 2021 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.93MNew |
$376M - $401M
|
3.93M
$503M
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
621KNew |
$59.4M - $63.3M
|
621K
$79.4M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
394KNew |
$37.7M - $40.2M
|
394K
$50.4M
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
328KNew |
$31.4M - $33.5M
|
328K
$42M
|
|
Aug 24, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
299KNew |
$28.6M - $30.5M
|
299K
$38.2M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
231K+ 3.12% |
$22.1M - $23.6M
|
7.64M
$978M
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
227K+ 1331.89% |
$21.7M - $23.1M
|
244K
$31.2M
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
66.7K+ 38.27% |
$6.37M - $6.8M
|
241K
$30.8M
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
62.5K+ 61.15% |
$5.97M - $6.37M
|
165K
$21.1M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
56.3K+ 31.26% |
$5.38M - $5.74M
|
236K
$30.2M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.4K+ 2.43% |
$4.53M - $4.84M
|
2M
$255M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.5K+ 11.45% |
$3.59M - $3.83M
|
365K
$46.7M
|
|
Aug 10, 2021
Q2 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
34.6K+ 16.14% |
$3.31M - $3.53M
|
249K
$31.9M
|
|
Aug 10, 2021
Q2 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
31.4K+ 30.6% |
$3.01M - $3.21M
|
134K
$17.2M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.3K+ 11.58% |
$2.61M - $2.78M
|
263K
$33.6M
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.1K+ 20.85% |
$2.59M - $2.76M
|
157K
$20.1M
|
|
Aug 11, 2021
Q2 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
25.7K+ 16.16% |
$2.46M - $2.62M
|
185K
$23.6M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 9.51% |
$2.33M - $2.49M
|
281K
$35.9M
|
|
Aug 16, 2021
Q2 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.3KNew |
$1.94M - $2.07M
|
20.3K
$2.59M
|
|
Jul 27, 2021
Q2 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
19.7K+ 7.65% |
$1.88M - $2.01M
|
277K
$35.4M
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.4K+ 189.39% |
$1.76M - $1.88M
|
28.1K
$3.6M
|
|
Jul 29, 2021
Q2 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.9K+ 19.78% |
$1.61M - $1.72M
|
102K
$13.1M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 1.26% |
$1.5M - $1.6M
|
1.27M
$162M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
14KNew |
$1.34M - $1.43M
|
14K
$1.79M
|
|
Aug 13, 2021
Q2 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14KNew |
$1.34M - $1.43M
|
14K
$1.79M
|
|
Aug 16, 2021
Q2 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
13.4K+ 5.76% |
$1.28M - $1.37M
|
246K
$31.5M
|
|
Aug 03, 2021
Q2 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 5.25% |
$1.18M - $1.26M
|
248K
$31.7M
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.33K+ 630.63% |
$892K - $951K
|
10.8K
$1.38M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.14K+ 2.15% |
$874K - $932K
|
433K
$55.4M
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.91K+ 42.45% |
$852K - $909K
|
29.9K
$3.83M
|
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8.04K+ 63.62% |
$769K - $820K
|
20.7K
$2.65M
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.78K+ 39.53% |
$744K - $793K
|
27.5K
$3.51M
|
|
Aug 13, 2021
Q2 2021
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7.3K+ 5.72% |
$698K - $745K
|
135K
$17.3M
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.98K+ 39.66% |
$668K - $712K
|
24.6K
$3.15M
|
|
Jul 19, 2021
Q2 2021
|
Zeit Capital LLC
|
BUY
|
- |
6.9K+ 2.98% |
$659K - $703K
|
239K
$30.5M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.58K+ 7.53% |
$629K - $671K
|
94K
$12M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.25K+ 85.68% |
$502K - $535K
|
11.4K
$1.45M
|
|
Aug 16, 2021
Q2 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
5.03K+ 20.28% |
$481K - $513K
|
29.8K
$3.82M
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
4.36K+ 33.23% |
$417K - $445K
|
17.5K
$2.24M
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
4.12K+ 113.88% |
$394K - $420K
|
7.74K
$990K
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.84K+ 27.3% |
$367K - $391K
|
17.9K
$2.29M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.67K+ 9.88% |
$351K - $375K
|
40.9K
$5.23M
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.6KNew |
$344K - $367K
|
3.6K
$460K
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$306K - $326K
|
3.2K
$409K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17KNew |
$303K - $323K
|
3.17K
$405K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
3.12K+ 4.56% |
$298K - $318K
|
71.6K
$9.16M
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
3.11K+ 1.64% |
$297K - $317K
|
193K
$24.7M
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.06KNew |
$292K - $312K
|
3.06K
$391K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.02KNew |
$288K - $308K
|
3.02K
$386K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.01K+ 5.17% |
$288K - $307K
|
61.2K
$7.83M
|