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 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-164- 1.06% |
$15.9K - $18K
|
15.4K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-172- 1.05% |
$16.7K - $18.9K
|
16.1K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-211- 6.08% |
$20.5K - $23.2K
|
3.26K
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-225- 8.32% |
$21.8K - $24.7K
|
2.48K
$321K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-230- 3.0% |
$22.3K - $25.2K
|
7.44K
$963K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-230- 6.58% |
$22.3K - $25.2K
|
3.27K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-255- 1.6% |
$24.8K - $28K
|
15.7K
$2.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-290- 5.26% |
$28.2K - $31.8K
|
5.23K
$677K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-298- 2.19% |
$28.9K - $32.7K
|
13.3K
$1.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-323- 1.61% |
$31.4K - $35.4K
|
19.7K
$2.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-339- 1.33% |
$32.9K - $37.2K
|
25.1K
$3.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-340- 0.67% |
$33K - $37.3K
|
50.7K
$6.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-345- 2.22% |
$33.5K - $37.9K
|
15.2K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-351- 2.01% |
$34.1K - $38.5K
|
17.1K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-360- 6.59% |
$34.9K - $39.5K
|
5.1K
$661K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-362- 1.24% |
$35.1K - $39.7K
|
28.9K
$3.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-369- 7.93% |
$35.8K - $40.5K
|
4.28K
$555K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-377- 0.63% |
$36.6K - $41.4K
|
59.9K
$7.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-394- 5.03% |
$38.2K - $43.2K
|
7.44K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-420- 1.86% |
$40.8K - $46.1K
|
22.1K
$2.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-486- 7.33% |
$47.2K - $53.3K
|
6.15K
$796K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-489- 1.87% |
$47.5K - $53.7K
|
25.6K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-502- 2.81% |
$48.7K - $55.1K
|
17.4K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-622- 70.2% |
$60.4K - $68.3K
|
264
$34.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-625- 40.69% |
$60.7K - $68.6K
|
911
$118K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-676- 7.79% |
$65.6K - $74.2K
|
8K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-701- 7.98% |
$68K - $76.9K
|
8.09K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-716- 5.26% |
$69.5K - $78.6K
|
12.9K
$1.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-734- 9.62% |
$71.2K - $80.5K
|
6.9K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-760- 3.04% |
$73.8K - $83.4K
|
24.2K
$3.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-761- 2.32% |
$73.9K - $83.5K
|
32K
$4.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-784- 10.55% |
$76.1K - $86K
|
6.65K
$861K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-800- 7.13% |
$77.7K - $87.8K
|
10.4K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-803- 16.64% |
$77.9K - $88.1K
|
4.02K
$521K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-903- 3.72% |
$87.7K - $99.1K
|
23.4K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-916- 7.03% |
$88.9K - $101K
|
12.1K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-942- 95.44% |
$91.4K - $103K
|
45
$5.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-945- 9.47% |
$91.7K - $104K
|
9.04K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-965- 5.23% |
$93.7K - $106K
|
17.5K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.02K- 19.02% |
$98.5K - $111K
|
4.32K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.16K- 1.36% |
$113K - $127K
|
84.1K
$10.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.25K- 7.24% |
$122K - $138K
|
16.1K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 4.57% |
$128K - $145K
|
27.5K
$3.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.42K- 6.73% |
$138K - $156K
|
19.7K
$2.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 27.71% |
$144K - $163K
|
3.87K
$501K
|
|
|
Jan 30, 2024
Q4 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.49K- 1.8% |
$145K - $164K
|
81.2K
$10.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.55K- 4.64% |
$151K - $170K
|
31.9K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.68K- 7.07% |
$163K - $185K
|
22.1K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.87K- 3.91% |
$181K - $205K
|
45.9K
$5.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.99K- 50.27% |
$193K - $218K
|
1.96K
$254K
|