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 Advantage, Inc.
|
SELL
|
- |
-2.01K- 1.2% |
$195K - $221K
|
165K
$21.4M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-2.04K- 9.24% |
$198K - $224K
|
20K
$2.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.14K- 3.14% |
$208K - $235K
|
66.1K
$8.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.22K- 30.54% |
$215K - $244K
|
5.05K
$654K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.64K- 1.27% |
$256K - $289K
|
205K
$26.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.78K- 39.77% |
$269K - $305K
|
4.2K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.81K- 20.31% |
$273K - $308K
|
11K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-2.97K- 1.36% |
$288K - $325K
|
216K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 11.35% |
$295K - $333K
|
23.7K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.11K- 5.95% |
$302K - $341K
|
49.1K
$6.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.19K- 3.75% |
$309K - $350K
|
81.8K
$10.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.61K- 5.56% |
$351K - $396K
|
61.4K
$7.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 36.84% |
$362K - $409K
|
6.39K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.86K- 44.38% |
$374K - $423K
|
4.83K
$626K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.01K- 14.22% |
$390K - $440K
|
24.2K
$3.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-4.06K- 1.88% |
$394K - $446K
|
212K
$27.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.28K- 2.76% |
$416K - $470K
|
151K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-4.56K- 7.05% |
$442K - $500K
|
60K
$7.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.61K- 2.44% |
$448K - $506K
|
184K
$23.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.68K- 69.61% |
$454K - $513K
|
2.04K
$264K
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-4.68K- 14.31% |
$454K - $514K
|
28K
$3.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.84K- 53.71% |
$470K - $531K
|
4.17K
$540K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.34K- 9.1% |
$519K - $586K
|
53.4K
$6.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.06K- 93.45% |
$588K - $665K
|
425
$55K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.47K- 7.35% |
$628K - $710K
|
81.5K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.38K- 2.46% |
$717K - $810K
|
293K
$37.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.6K- 25.38% |
$737K - $833K
|
22.3K
$2.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-9.96K- 70.97% |
$967K - $1.09M
|
4.07K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12K- 7.51% |
$1.17M - $1.32M
|
148K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 91.6% |
$1.23M - $1.39M
|
1.16K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13K- 3.49% |
$1.26M - $1.42M
|
359K
$46.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.1K- 38.9% |
$1.85M - $2.1M
|
30K
$3.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-21.4K- 7.78% |
$2.08M - $2.35M
|
253K
$32.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23K- 28.62% |
$2.23M - $2.53M
|
57.4K
$7.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25K- 9.03% |
$2.43M - $2.75M
|
252K
$32.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-26.8K- 59.49% |
$2.6M - $2.94M
|
18.2K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.2K- 39.7% |
$2.94M - $3.32M
|
45.9K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-45K- 6.1% |
$4.37M - $4.94M
|
693K
$89.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.1K- 4.1% |
$4.67M - $5.28M
|
1.12M
$146M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-48.4K- 20.68% |
$4.7M - $5.31M
|
186K
$24M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-61.6K- 4.3% |
$5.98M - $6.76M
|
1.37M
$178M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-68.8K- 13.2% |
$6.67M - $7.54M
|
452K
$58.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-73.2K- 98.55% |
$7.1M - $8.03M
|
1.07K
$139K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-92.6K- 79.34% |
$8.99M - $10.2M
|
24.1K
$3.12M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-96.4K- 3.76% |
$9.36M - $10.6M
|
2.47M
$319M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-111K- 6.19% |
$10.7M - $12.1M
|
1.68M
$217M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-191K- 7.18% |
$18.5M - $20.9M
|
2.47M
$319M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-473K- 10.88% |
$45.9M - $51.9M
|
3.88M
$502M
|