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 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.94KNew |
$188K - $212K
|
1.94K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.92KNew |
$186K - $211K
|
1.92K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.89K+ 6.84% |
$183K - $207K
|
29.4K
$3.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
1.86KNew |
$180K - $204K
|
1.86K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.84KNew |
$179K - $202K
|
1.84K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.83KNew |
$178K - $201K
|
1.83K
$237K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.64K+ 6.5% |
$159K - $180K
|
26.8K
$3.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.62K+ 25.84% |
$158K - $178K
|
7.91K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.54KNew |
$149K - $168K
|
1.54K
$199K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.53K+ 38.1% |
$149K - $168K
|
5.55K
$718K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.43K+ 46.68% |
$139K - $157K
|
4.51K
$584K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.42K+ 8.34% |
$138K - $156K
|
18.5K
$2.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.34K+ 1.41% |
$130K - $147K
|
96.3K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 3.17% |
$122K - $138K
|
41K
$5.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.15KNew |
$111K - $126K
|
1.15K
$148K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.14KNew |
$111K - $125K
|
1.14K
$148K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1K+ 16.39% |
$97.1K - $110K
|
7.1K
$920K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
952+ 18.63% |
$92.4K - $104K
|
6.06K
$785K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
920New |
$89.3K - $101K
|
920
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
910+ 18.93% |
$88.3K - $99.9K
|
5.72K
$740K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
864+ 4.54% |
$83.9K - $94.8K
|
19.9K
$2.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
797+ 0.88% |
$77.4K - $87.5K
|
91.2K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
761+ 5.51% |
$73.9K - $83.5K
|
14.6K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
739+ 3.65% |
$71.7K - $81.1K
|
21K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
617+ 28.02% |
$59.9K - $67.7K
|
2.82K
$365K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
606+ 5.73% |
$58.8K - $66.5K
|
11.2K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
599+ 1.2% |
$58.1K - $65.7K
|
50.5K
$6.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
484+ 7.08% |
$47K - $53.1K
|
7.32K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
470New |
$45.6K - $51.6K
|
470
$60.9K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
433+ 7.78% |
$42K - $47.5K
|
6K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
422New |
$41K - $46.3K
|
422
$54.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
402New |
$39K - $44.1K
|
402
$52.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
267+ 0.7% |
$25.9K - $29.3K
|
38.3K
$4.96M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
261+ 11.63% |
$25.3K - $28.6K
|
2.51K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
242New |
$23.5K - $26.6K
|
242
$31.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
216+ 9.62% |
$21K - $23.7K
|
2.46K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
210+ 7.82% |
$20.4K - $23K
|
2.89K
$375K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
186+ 9.37% |
$18.1K - $20.4K
|
2.17K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
151+ 1887.5% |
$14.7K - $16.6K
|
159
$20.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
141New |
$13.7K - $15.5K
|
141
$18.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
106+ 9.24% |
$10.3K - $11.6K
|
1.25K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
105New |
$10.2K - $11.5K
|
105
$13.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89+ 44.5% |
$8.64K - $9.77K
|
289
$37.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
88New |
$8.54K - $9.66K
|
88
$11.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
79+ 1.48% |
$7.67K - $8.67K
|
5.41K
$701K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61New |
$5.92K - $6.69K
|
61
$7.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 158.33% |
$5.53K - $6.26K
|
93
$12K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
56New |
$5.44K - $6.15K
|
56
$7.25K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
50+ 3.47% |
$4.85K - $5.49K
|
1.49K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
45+ 0.87% |
$4.37K - $4.94K
|
5.23K
$677K
|