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 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
441+ 15.82% |
$44.7K - $47.4K
|
3.23K
$420K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
406+ 0.15% |
$41.2K - $43.6K
|
275K
$35.8M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
382+ 17.8% |
$38.7K - $41K
|
2.53K
$329K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
349New |
$35.4K - $37.5K
|
349
$45.4K
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
348+ 6.81% |
$35.3K - $37.4K
|
5.46K
$711K
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
320+ 2.33% |
$32.4K - $34.4K
|
14K
$1.83M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
300New |
$30.4K - $32.2K
|
300
$39K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
287+ 2.15% |
$29.1K - $30.8K
|
13.6K
$1.77M
|
|
Jan 15, 2025
Q3 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
268+ 3.04% |
$27.2K - $28.8K
|
9.1K
$1.18M
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
268+ 0.87% |
$27.2K - $28.8K
|
31K
$4.04M
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
254+ 0.67% |
$25.8K - $27.3K
|
38.1K
$4.95M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
253New |
$25.7K - $27.2K
|
253
$32.9K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
251+ 5.21% |
$25.5K - $27K
|
5.07K
$660K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
238+ 7.17% |
$24.1K - $25.6K
|
3.56K
$463K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
218+ 1.69% |
$22.1K - $23.4K
|
13.1K
$1.71M
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
177+ 0.61% |
$17.9K - $19K
|
29.3K
$3.81M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.66% |
$17.8K - $18.9K
|
26.7K
$3.48M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
158+ 3.05% |
$16K - $17K
|
5.34K
$695K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
153+ 177.91% |
$15.5K - $16.4K
|
239
$31.1K
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
138+ 0.06% |
$14K - $14.8K
|
219K
$28.5M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
137New |
$13.9K - $14.7K
|
137
$17.8K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
121+ 11.71% |
$12.3K - $13K
|
1.15K
$150K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
114+ 0.74% |
$11.6K - $12.3K
|
15.5K
$2.02M
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
114+ 0.35% |
$11.6K - $12.3K
|
32.8K
$4.27M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
112New |
$11.4K - $12K
|
112
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105New |
$10.6K - $11.3K
|
105
$13.7K
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
97+ 1.25% |
$9.84K - $10.4K
|
7.85K
$1.02M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
93New |
$9.43K - $9.99K
|
93
$12.1K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93+ 0.2% |
$9.43K - $9.99K
|
47.8K
$6.22M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
90+ 1.93% |
$9.13K - $9.67K
|
4.75K
$618K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
65+ 2.98% |
$6.59K - $6.98K
|
2.25K
$292K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$6.59K - $6.98K
|
65
$8.46K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
47+ 0.08% |
$4.77K - $5.05K
|
60.3K
$7.85M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
46+ 1.53% |
$4.66K - $4.94K
|
3.06K
$398K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
36+ 0.53% |
$3.65K - $3.87K
|
6.79K
$883K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36New |
$3.65K - $3.87K
|
36
$4.69K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
30+ 0.19% |
$3.04K - $3.22K
|
15.9K
$2.07M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30+ 0.13% |
$3.04K - $3.22K
|
23.8K
$3.1M
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 1.05% |
$2.84K - $3.01K
|
2.68K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
27+ 0.49% |
$2.74K - $2.9K
|
5.52K
$718K
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
27+ 0.52% |
$2.74K - $2.9K
|
5.19K
$675K
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
21+ 0.67% |
$2.13K - $2.26K
|
3.15K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
19+ 0.47% |
$1.93K - $2.04K
|
4.06K
$528K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19+ 1.25% |
$1.93K - $2.04K
|
1.53K
$200K
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.82% |
$1.72K - $1.83K
|
2.09K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16+ 0.35% |
$1.62K - $1.72K
|
4.54K
$590K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16+ 0.01% |
$1.62K - $1.72K
|
124K
$16.2M
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
15+ 0.24% |
$1.52K - $1.61K
|
6.29K
$818K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.61% |
$1.52K - $1.61K
|
2.48K
$323K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9+ 0.12% |
$913 - $967
|
7.66K
$997K
|