Purchases and Sales Made in Q4 2023 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
572K+ 4.92% |
$55.5M - $62.8M
|
12.2M
$1.58B
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
202KNew |
$19.6M - $22.2M
|
202K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169K+ 19.32% |
$16.4M - $18.5M
|
1.04M
$135M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
152K+ 6023.81% |
$14.8M - $16.7M
|
155K
$20M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
142KNew |
$13.8M - $15.6M
|
142K
$18.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.9K+ 96.54% |
$8.63M - $9.75M
|
181K
$23.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
87.6KNew |
$8.5M - $9.61M
|
87.6K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
85.1K+ 43.61% |
$8.26M - $9.34M
|
280K
$36.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80K+ 17.23% |
$7.76M - $8.77M
|
544K
$70.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
79KNew |
$7.67M - $8.67M
|
79K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
73.2K+ 29.72% |
$7.11M - $8.04M
|
320K
$41.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.9K+ 16.73% |
$6.79M - $7.67M
|
488K
$63.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
67.8K+ 112961.67% |
$6.58M - $7.44M
|
67.8K
$8.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
67K+ 20.77% |
$6.5M - $7.35M
|
389K
$50.4M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
64.4KNew |
$6.25M - $7.06M
|
64.4K
$8.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
62.4KNew |
$6.06M - $6.85M
|
62.4K
$8.08M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
61.5KNew |
$5.97M - $6.75M
|
61.5K
$7.97M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.7K+ 13.01% |
$5.89M - $6.66M
|
527K
$68.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
56.3K+ 2.92% |
$5.47M - $6.18M
|
1.98M
$257M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51.8K+ 91.21% |
$5.03M - $5.68M
|
109K
$14.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
46.4K+ 2.63% |
$4.5M - $5.09M
|
1.81M
$234M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35.3KNew |
$3.42M - $3.87M
|
35.3K
$4.57M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
31.1K+ 8.66% |
$3.02M - $3.41M
|
390K
$50.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
30.6K+ 8.52% |
$2.97M - $3.36M
|
390K
$50.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29.6KNew |
$2.87M - $3.25M
|
29.6K
$3.83M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.5K+ 1255.21% |
$2.86M - $3.24M
|
31.8K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.4K+ 100.32% |
$2.86M - $3.23M
|
58.7K
$7.61M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
27.7KNew |
$2.69M - $3.04M
|
27.7K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.2K+ 4.58% |
$2.35M - $2.65M
|
553K
$71.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 39.52% |
$2.33M - $2.63M
|
84.6K
$11M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.3K+ 25.07% |
$2.26M - $2.55M
|
116K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.8K+ 4.29% |
$2.21M - $2.5M
|
554K
$71.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
21.9K+ 115.15% |
$2.12M - $2.4M
|
40.9K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.3KNew |
$2.07M - $2.34M
|
21.3K
$2.76M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.4KNew |
$1.88M - $2.13M
|
19.4K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
18K+ 31.64% |
$1.75M - $1.98M
|
75.1K
$9.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.7K+ 8.56% |
$1.72M - $1.94M
|
225K
$29.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
17.3K+ 3.15% |
$1.68M - $1.9M
|
568K
$73.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4KNew |
$1.59M - $1.8M
|
16.4K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16K+ 213.33% |
$1.55M - $1.76M
|
23.5K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15K+ 549.08% |
$1.45M - $1.64M
|
17.7K
$2.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.7K+ 6.35% |
$1.42M - $1.61M
|
245K
$31.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.2KNew |
$1.28M - $1.45M
|
13.2K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 4.17% |
$1.19M - $1.34M
|
305K
$39.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$1.15M - $1.3M
|
11.8K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11.4K+ 9.21% |
$1.11M - $1.25M
|
135K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 33.44% |
$1.03M - $1.16M
|
42.3K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10K+ 6.98% |
$973K - $1.1M
|
153K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.57K+ 13.61% |
$929K - $1.05M
|
79.9K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.46K+ 82.08% |
$918K - $1.04M
|
21K
$2.72M
|