Purchases and Sales Made in Q3 2023 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
732K+ 165.94% |
$74.2M - $78.7M
|
1.17M
$139M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
187K+ 7.56% |
$18.9M - $20.1M
|
2.66M
$315M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 18.4% |
$11.6M - $12.3M
|
738K
$87.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
100K+ 12.98% |
$10.2M - $10.8M
|
872K
$104M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
60.2K+ 22.97% |
$6.11M - $6.47M
|
322K
$38.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
50.2KNew |
$5.09M - $5.39M
|
50.2K
$5.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
48.9K+ 2.6% |
$4.96M - $5.25M
|
1.93M
$229M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
35.3K+ 163.82% |
$3.57M - $3.79M
|
56.8K
$6.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34.9K+ 9.1% |
$3.54M - $3.75M
|
418K
$49.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
30.4K+ 14.05% |
$3.08M - $3.26M
|
246K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.1K+ 5.91% |
$2.95M - $3.12M
|
521K
$61.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
26.1K+ 1207.14% |
$2.64M - $2.8M
|
28.2K
$3.35M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23K+ 40.09% |
$2.33M - $2.47M
|
80.4K
$9.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
18.6K+ 18.92% |
$1.88M - $2M
|
117K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.4K+ 73.77% |
$1.77M - $1.87M
|
41K
$4.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 4.56% |
$1.64M - $1.74M
|
372K
$44.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 20.66% |
$1.61M - $1.71M
|
92.8K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
15.6KNew |
$1.58M - $1.68M
|
15.6K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.5K+ 23.9% |
$1.57M - $1.67M
|
80.4K
$9.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15.2K+ 1800.0% |
$1.54M - $1.63M
|
16K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 6.48% |
$1.46M - $1.55M
|
236K
$28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7K+ 13051.43% |
$1.39M - $1.47M
|
13.8K
$1.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.6K+ 24.04% |
$1.38M - $1.46M
|
70.3K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.4K+ 2.41% |
$1.26M - $1.34M
|
528K
$62.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$1.26M - $1.34M
|
12.4K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10.6K+ 9.38% |
$1.08M - $1.14M
|
124K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 1.92% |
$1.01M - $1.08M
|
531K
$63.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.01KNew |
$914K - $968K
|
9.01K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.84K+ 694.11% |
$897K - $950K
|
10.1K
$1.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.61K+ 3.88% |
$873K - $926K
|
231K
$27.4M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
8K+ 3.85% |
$811K - $860K
|
216K
$25.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.91K+ 4.22% |
$802K - $850K
|
195K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.63KNew |
$774K - $820K
|
7.63K
$906K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
7.46K+ 1.37% |
$757K - $802K
|
550K
$65.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
7.05K+ 10.28% |
$714K - $757K
|
75.6K
$8.97M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.72KNew |
$681K - $722K
|
6.72K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.54K+ 35.08% |
$663K - $703K
|
25.2K
$2.99M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.14K+ 54.94% |
$622K - $659K
|
17.3K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.05K+ 9.73% |
$613K - $650K
|
68.2K
$8.09M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5.79K+ 1.64% |
$587K - $622K
|
359K
$42.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5.41K+ 1.52% |
$548K - $581K
|
360K
$42.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
5.26K+ 14.97% |
$533K - $565K
|
40.4K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.08K+ 2.52% |
$515K - $546K
|
207K
$24.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.02K+ 1.74% |
$509K - $539K
|
293K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.95K+ 151.84% |
$502K - $532K
|
8.22K
$975K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.87K+ 34.4% |
$493K - $523K
|
19K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4.74KNew |
$480K - $509K
|
4.74K
$562K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.53K+ 0.99% |
$459K - $487K
|
464K
$55.1M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.46K+ 4.26% |
$452K - $479K
|
109K
$12.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.37K+ 7940.0% |
$443K - $469K
|
4.42K
$525K
|
|