Purchases and Sales Made in Q4 2023 in Vanguard Mega Cap Value (MGV)

MGV Quotes by TradingView

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 05, 2024 Q4 2023
Camden Capital, LLC

BUY
 -
41
+ 1.35%
$3.98K - $4.5K
3.07K $398K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
40
+ 2.06%
$3.88K - $4.39K
1.99K $257K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
39
+ 2.54%
$3.79K - $4.28K
1.57K $204K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
38
+ 6.73%
$3.69K - $4.17K
603 $78.1K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
38
New
$3.69K - $4.17K
38 $4.92K
Oct 09, 2024 Q4 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
27
+ 0.71%
$2.62K - $2.96K
3.83K $496K
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
26
+ 2.25%
$2.52K - $2.85K
1.18K $153K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
25
+ 0.67%
$2.43K - $2.74K
3.77K $488K
Feb 09, 2024 Q4 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
22
+ 4.04%
$2.14K - $2.41K
566 $73.3K
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

BUY
 -
22
+ 0.62%
$2.14K - $2.41K
3.58K $464K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
17
+ 0.67%
$1.65K - $1.87K
2.54K $329K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
17
+ 0.01%
$1.65K - $1.87K
124K $16.1M
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
16
+ 0.06%
$1.55K - $1.76K
28.2K $3.66M
Feb 02, 2024 Q4 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
13
+ 0.62%
$1.26K - $1.43K
2.11K $273K
Feb 09, 2024 Q4 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
12
+ 0.57%
$1.16K - $1.32K
2.11K $274K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
12
New
$1.16K - $1.32K
12 $1.55K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
10
+ 0.13%
$971 - $1.1K
7.67K $993K
Jan 16, 2024 Q4 2023
Simon Quick Advisors, LLC

BUY
 -
9
+ 0.06%
$874 - $988
15.4K $2M
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2
+ 0.62%
$194 - $219
324 $42K
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2
+ 0.04%
$194 - $219
5.35K $693K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
2
+ 0.67%
$194 - $219
302 $39.1K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2
+ 0.26%
$194 - $219
783 $101K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1
+ 0.02%
$97.1 - $110
5.5K $712K
Feb 12, 2024 Q4 2023
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-1
- 0.01%
$97.1 - $110
17.4K $2.25M
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

SELL
 -
-3
- 15.79%
$291 - $329
16 $2.07K
Feb 06, 2024 Q4 2023
M&T Bank Corp

SELL
 -
-9
- 0.08%
$874 - $988
10.7K $1.39M
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

SELL
 -
-9
- 0.01%
$874 - $988
109K $14.1M
Feb 14, 2024 Q4 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-10
- 0.17%
$971 - $1.1K
5.74K $743K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-13
- 0.25%
$1.26K - $1.43K
5.25K $680K
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-31
- 0.15%
$3.01K - $3.4K
21.3K $2.76M
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-48
- 3.35%
$4.66K - $5.27K
1.39K $180K
Feb 06, 2024 Q4 2023
South State Corp

SELL
 -
-55
- 8.03%
$5.34K - $6.04K
630 $81.6K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

SELL
 -
-62
- 0.19%
$6.02K - $6.8K
33.2K $4.29M
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

SELL
 -
-64
- 2.56%
$6.21K - $7.02K
2.44K $316K
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

SELL
 -
-70
- 1.38%
$6.79K - $7.68K
5K $647K
Feb 09, 2024 Q4 2023
Lws Wealth Advisors, Inc.

SELL
 -
-90
- 1.15%
$8.74K - $9.88K
7.76K $1.01M
Jan 25, 2024 Q4 2023
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-100
- 2.61%
$9.71K - $11K
3.73K $483K
Feb 02, 2024 Q4 2023
Truist Financial Corp

SELL
 -
-101
- 0.77%
$9.8K - $11.1K
13K $1.68M
Jan 23, 2024 Q4 2023
Farmers & Merchants Investments Inc

SELL
 -
-106
- 6.97%
$10.3K - $11.6K
1.42K $183K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

SELL
 -
-107
- 1.3%
$10.4K - $11.7K
8.11K $1.05M
Jan 30, 2024 Q4 2023
Duncker Streett & CO Inc

SELL
 -
-114
- 63.33%
$11.1K - $12.5K
66 $8.55K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-124
- 1.51%
$12K - $13.6K
8.09K $1.05M
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

SELL
 -
-135
- 0.85%
$13.1K - $14.8K
15.8K $2.04M
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-137
- 0.27%
$13.3K - $15K
50K $6.48M
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-141
- 59.49%
$13.7K - $15.5K
96 $12.4K
Jan 19, 2024 Q4 2023
Life Planning Partners, Inc

SELL
 -
-145
- 38.56%
$14.1K - $15.9K
231 $29.9K
Feb 01, 2024 Q4 2023
Vicus Capital

State College, PA
SELL
 -
-149
- 2.45%
$14.5K - $16.4K
5.94K $769K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-153
- 64.02%
$14.9K - $16.8K
86 $11.1K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-158
- 1.44%
$15.3K - $17.3K
10.8K $1.4M

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