Purchases and Sales Made in Q2 2022 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
8.86K+ 52.77% |
$826K - $968K
|
25.7K
$3.34M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
8.82K+ 372.15% |
$823K - $963K
|
11.2K
$1.46M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
8.52K+ 10.48% |
$794K - $930K
|
89.8K
$11.7M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.27K+ 18.61% |
$771K - $903K
|
52.7K
$6.86M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.15K+ 5.14% |
$760K - $890K
|
167K
$21.7M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
7.61KNew |
$710K - $832K
|
7.61K
$991K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.06K+ 6.96% |
$658K - $771K
|
108K
$14.1M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.63KNew |
$619K - $724K
|
6.63K
$863K
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
6.51KNew |
$607K - $711K
|
6.51K
$848K
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
6.07K+ 17.14% |
$566K - $662K
|
41.5K
$5.39M
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.01KNew |
$560K - $656K
|
6.01K
$781K
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
5.8K+ 9.75% |
$541K - $633K
|
65.2K
$8.49M
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
5.63K+ 31.96% |
$525K - $615K
|
23.3K
$3.03M
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
5.59KNew |
$521K - $610K
|
5.59K
$727K
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5.5K+ 4.04% |
$513K - $601K
|
142K
$18.4M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
5.23KNew |
$487K - $571K
|
5.23K
$680K
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
4.77K+ 10.04% |
$445K - $521K
|
52.3K
$6.81M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.64KNew |
$433K - $507K
|
4.64K
$604K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.36K+ 3.43% |
$407K - $476K
|
132K
$17.1M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 10.46% |
$366K - $429K
|
41.5K
$5.4M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.57K+ 35.82% |
$333K - $390K
|
13.5K
$1.76M
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
3.56K+ 2.38% |
$332K - $388K
|
153K
$19.9M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
3.49K+ 13.13% |
$325K - $381K
|
30K
$3.91M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.47K+ 12.72% |
$324K - $379K
|
30.8K
$4M
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
3.31K+ 15.58% |
$309K - $362K
|
24.6K
$3.2M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.21K+ 148.86% |
$299K - $350K
|
5.36K
$698K
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.2KNew |
$298K - $349K
|
3.2K
$416K
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.1KNew |
$289K - $339K
|
3.1K
$404K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.08K+ 5.2% |
$287K - $336K
|
62.4K
$8.12M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.93KNew |
$273K - $320K
|
2.93K
$381K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.73K+ 45500.0% |
$255K - $298K
|
2.74K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73K+ 5.09% |
$254K - $298K
|
56.3K
$7.32M
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.5K+ 78.13% |
$233K - $273K
|
5.7K
$742K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.42K+ 2442.42% |
$226K - $264K
|
2.52K
$328K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.29K+ 19.42% |
$213K - $250K
|
14.1K
$1.83M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.27K+ 98.87% |
$212K - $248K
|
4.57K
$595K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.27KNew |
$211K - $248K
|
2.27K
$295K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.12KNew |
$197K - $231K
|
2.12K
$275K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.98K+ 21.18% |
$184K - $216K
|
11.3K
$1.47M
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.87K+ 6.37% |
$174K - $204K
|
31.2K
$4.06M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.73KNew |
$161K - $189K
|
1.73K
$225K
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.7K+ 0.42% |
$158K - $185K
|
405K
$52.7M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.67K+ 3.51% |
$156K - $183K
|
49.3K
$6.42M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 2.7% |
$147K - $173K
|
60K
$7.81M
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.51K+ 0.76% |
$141K - $165K
|
200K
$26M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.46K+ 63.17% |
$136K - $159K
|
3.77K
$490K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 3.53% |
$132K - $155K
|
41.6K
$5.41M
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.29K+ 4.6% |
$120K - $141K
|
29.3K
$3.81M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 9.79% |
$102K - $119K
|
12.2K
$1.59M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
968New |
$90.3K - $106K
|
968
$126K
|