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 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
4.02KNew |
$407K - $432K
|
4.02K
$555K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.7K+ 127.18% |
$375K - $398K
|
6.61K
$913K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.64K+ 0.79% |
$369K - $391K
|
467K
$64.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.5K+ 27.35% |
$355K - $376K
|
16.3K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.31K+ 25.43% |
$336K - $356K
|
16.3K
$2.25M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.27K+ 5.13% |
$331K - $351K
|
67K
$9.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.27K+ 6.3% |
$331K - $351K
|
55.1K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.17K+ 95.3% |
$321K - $340K
|
6.49K
$896K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
3.09K+ 14.09% |
$313K - $332K
|
25K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.99K+ 70.12% |
$303K - $322K
|
7.26K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.92KNew |
$296K - $314K
|
2.92K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.9K+ 9.5% |
$294K - $312K
|
33.5K
$4.62M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.89K+ 3.17% |
$293K - $311K
|
94.2K
$13M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.86K+ 2.99% |
$290K - $307K
|
98.4K
$13.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$262K - $277K
|
2.58K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.54KNew |
$258K - $273K
|
2.54K
$351K
|
|
|
Jul 31, 2025
Q3 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.2KNew |
$223K - $236K
|
2.2K
$304K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2KNew |
$223K - $236K
|
2.2K
$304K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.16KNew |
$219K - $232K
|
2.16K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 0.93% |
$218K - $231K
|
234K
$32.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.15K+ 1.52% |
$218K - $231K
|
143K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.1KNew |
$213K - $226K
|
2.1K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.99KNew |
$201K - $213K
|
1.99K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.97K+ 81.78% |
$200K - $212K
|
4.38K
$605K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.81K+ 49.01% |
$183K - $194K
|
5.5K
$759K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.76K+ 82.87% |
$178K - $189K
|
3.88K
$535K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.73K+ 51.17% |
$175K - $186K
|
5.11K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.7K+ 10.82% |
$172K - $182K
|
17.4K
$2.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
1.69K+ 2.31% |
$171K - $181K
|
74.7K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.62K+ 16.35% |
$164K - $174K
|
11.5K
$1.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.58K+ 27.66% |
$160K - $169K
|
7.27K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.54KNew |
$156K - $165K
|
1.54K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.5K+ 25.0% |
$152K - $161K
|
7.5K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.44K+ 8.14% |
$146K - $154K
|
19.1K
$2.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.41K+ 2.45% |
$143K - $151K
|
58.7K
$8.11M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.39K+ 7.81% |
$141K - $150K
|
19.2K
$2.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.28K+ 807.59% |
$129K - $137K
|
1.43K
$198K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.09K+ 2.54% |
$111K - $117K
|
44.1K
$6.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1.05K+ 1047.0% |
$106K - $113K
|
1.15K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
966+ 20.2% |
$98K - $104K
|
5.75K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
920New |
$93.3K - $98.9K
|
920
$127K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
886New |
$89.8K - $95.2K
|
886
$122K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
855+ 1.13% |
$86.7K - $91.9K
|
76.2K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
847+ 1.76% |
$85.9K - $91K
|
49.1K
$6.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
829New |
$84.1K - $89.1K
|
829
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
797New |
$80.8K - $85.6K
|
797
$110K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
766+ 5.64% |
$77.7K - $82.3K
|
14.4K
$1.98M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
764+ 19.66% |
$77.5K - $82.1K
|
4.65K
$642K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
737+ 11.81% |
$74.7K - $79.2K
|
6.98K
$964K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
541+ 1.88% |
$54.9K - $58.1K
|
29.3K
$4.05M
|