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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
9.42K+ 12.61% |
$914K - $1.03M
|
84.1K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6.92K+ 9.16% |
$672K - $759K
|
82.5K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.7K+ 9.99% |
$650K - $735K
|
73.7K
$9.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.57KNew |
$638K - $721K
|
6.57K
$851K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.55K+ 6.95% |
$636K - $719K
|
101K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.4K+ 6.51% |
$621K - $702K
|
105K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.32K+ 93.15% |
$614K - $694K
|
13.1K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.08KNew |
$590K - $667K
|
6.08K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.02KNew |
$584K - $661K
|
6.02K
$780K
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.95KNew |
$578K - $653K
|
5.95K
$771K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.78K+ 2797.08% |
$464K - $525K
|
4.95K
$642K
|
|
|
Jan 29, 2024
Q4 2023
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
4.77KNew |
$463K - $523K
|
4.77K
$618K
|
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
4.77K+ 11.8% |
$463K - $523K
|
45.2K
$5.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.55KNew |
$442K - $499K
|
4.55K
$589K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.29K+ 154.14% |
$416K - $470K
|
7.07K
$915K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.18KNew |
$406K - $459K
|
4.18K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 189.05% |
$404K - $456K
|
6.36K
$824K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.07KNew |
$395K - $447K
|
4.07K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
4.03K+ 7.31% |
$391K - $442K
|
59.1K
$7.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.01K+ 1.7% |
$389K - $440K
|
240K
$31.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$388K - $439K
|
4K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.99KNew |
$387K - $438K
|
3.99K
$517K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
3.96KNew |
$384K - $434K
|
3.96K
$512K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.89K+ 3.34% |
$378K - $427K
|
121K
$15.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.86KNew |
$375K - $424K
|
3.86K
$500K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.52K+ 7.38% |
$342K - $387K
|
51.2K
$6.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.46K+ 5.24% |
$336K - $380K
|
69.6K
$9.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.33KNew |
$324K - $366K
|
3.33K
$432K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.31K+ 1.49% |
$321K - $363K
|
225K
$29.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
3.14K+ 19.25% |
$305K - $344K
|
19.4K
$2.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.12KNew |
$303K - $342K
|
3.12K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.05KNew |
$296K - $335K
|
3.05K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.99KNew |
$290K - $328K
|
2.99K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.96K+ 18.99% |
$287K - $325K
|
18.5K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.96K+ 96.7% |
$287K - $324K
|
6.01K
$779K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.77K+ 19.31% |
$269K - $304K
|
17.1K
$2.22M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.67KNew |
$259K - $293K
|
2.67K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.61K+ 57.57% |
$253K - $287K
|
7.15K
$925K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.58KNew |
$251K - $283K
|
2.58K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.58K+ 79.81% |
$250K - $283K
|
5.81K
$752K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.55K+ 38.57% |
$248K - $280K
|
9.16K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.48K+ 54.05% |
$241K - $273K
|
7.08K
$917K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.45KNew |
$237K - $268K
|
2.45K
$317K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.16KNew |
$209K - $237K
|
2.16K
$279K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.11KNew |
$204K - $231K
|
2.11K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
2.08K+ 2.69% |
$202K - $228K
|
79.4K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.08KNew |
$201K - $228K
|
2.08K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.04KNew |
$198K - $223K
|
2.04K
$264K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.99KNew |
$193K - $218K
|
1.99K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.96K+ 10.29% |
$190K - $215K
|
21K
$2.72M
|