Purchases and Sales Made in Q4 2021 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.58K+ 2.15% |
$352K - $383K
|
170K
$22.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
3.53KNew |
$348K - $378K
|
3.53K
$462K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.42K+ 192.25% |
$337K - $366K
|
5.21K
$681K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.4KNew |
$335K - $363K
|
3.4K
$444K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.34K+ 18.19% |
$329K - $357K
|
21.7K
$2.84M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.06KNew |
$301K - $327K
|
3.06K
$400K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.92K+ 5.23% |
$287K - $312K
|
58.6K
$7.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.89KNew |
$285K - $309K
|
2.89K
$378K
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
2.56K+ 1.78% |
$252K - $274K
|
147K
$19.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
2.54K+ 1.5% |
$250K - $272K
|
172K
$22.4M
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.45KNew |
$241K - $262K
|
2.45K
$320K
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.43KNew |
$239K - $260K
|
2.43K
$318K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
2.43K+ 3.58% |
$239K - $260K
|
70.2K
$9.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.34K+ 1.95% |
$231K - $251K
|
123K
$16M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.34KNew |
$230K - $250K
|
2.34K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.29KNew |
$226K - $245K
|
2.29K
$299K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
2.16KNew |
$213K - $231K
|
2.16K
$283K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.15K+ 2.95% |
$212K - $230K
|
75K
$9.81M
|
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
2.11K+ 9.09% |
$208K - $226K
|
25.3K
$3.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.04KNew |
$201K - $218K
|
2.04K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.01KNew |
$198K - $215K
|
2.01K
$262K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2K+ 21.29% |
$197K - $214K
|
11.4K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97KNew |
$194K - $211K
|
1.97K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.97K+ 59.25% |
$194K - $211K
|
5.29K
$692K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.96KNew |
$193K - $209K
|
1.96K
$256K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.94KNew |
$191K - $207K
|
1.94K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 0.77% |
$188K - $204K
|
248K
$32.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.87K+ 2.18% |
$184K - $199K
|
87.3K
$11.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.83KNew |
$180K - $195K
|
1.83K
$239K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
1.75K+ 15.73% |
$172K - $187K
|
12.9K
$1.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
1.74K+ 16.59% |
$172K - $187K
|
12.3K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.7K+ 59.8% |
$167K - $182K
|
4.54K
$594K
|
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
1.69K+ 0.7% |
$167K - $181K
|
243K
$31.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 3.17% |
$145K - $157K
|
47.7K
$6.24M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.41K+ 5.26% |
$139K - $151K
|
28.2K
$3.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
1.32K+ 2.31% |
$130K - $142K
|
58.5K
$7.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.32K+ 11.79% |
$130K - $141K
|
12.5K
$1.64M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.29K+ 12.09% |
$127K - $138K
|
11.9K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.27K+ 3.98% |
$125K - $136K
|
33.1K
$4.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.14K+ 1.96% |
$112K - $122K
|
59.5K
$7.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 50.93% |
$102K - $111K
|
3.08K
$403K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.03KNew |
$102K - $111K
|
1.03K
$135K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.02K+ 3.29% |
$101K - $109K
|
32.1K
$4.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
955New |
$94.1K - $102K
|
955
$125K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
930+ 44.95% |
$91.6K - $99.5K
|
3K
$392K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
862+ 3.13% |
$84.9K - $92.2K
|
28.4K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
791+ 6.53% |
$77.9K - $84.6K
|
12.9K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
723+ 12.19% |
$71.2K - $77.3K
|
6.66K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
638New |
$62.8K - $68.2K
|
638
$83.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
608+ 14.08% |
$59.9K - $65K
|
4.93K
$644K
|