Latest Institutional Transactions on Vanguard Mega Cap Value (MGV)
This table provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
281New |
$27.3K - $29.6K
|
281
$36.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.32K- 68.49% |
$225K - $245K
|
1.07K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$2.29M - $2.48M
|
23.6K
$3.09M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.44K+ 8.36% |
$236K - $257K
|
31.6K
$4.13M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.72K- 17.91% |
$943K - $1.02M
|
44.5K
$5.83M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 29.87% |
$495K - $538K
|
12K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
44+ 0.58% |
$4.27K - $4.64K
|
7.57K
$991K
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.01KNew |
$292K - $317K
|
3.01K
$394K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-14.5K- 37.81% |
$1.4M - $1.52M
|
23.8K
$3.11M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-676- 8.74% |
$65.6K - $71.2K
|
7.06K
$924K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-254- 6.38% |
$24.6K - $26.8K
|
3.73K
$488K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42+ 0.1% |
$4.07K - $4.43K
|
40.4K
$5.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
459New |
$44.5K - $48.4K
|
459
$60.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$9.7K - $10.5K
|
100
$13.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
714New |
$69.3K - $75.2K
|
714
$93.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
420+ 0.68% |
$40.7K - $44.3K
|
61.9K
$8.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$62.3K
|
|
| Q4 2022 | |||||||
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$640K - $752K
|
7.04K
$922K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.7KNew |
$245K - $289K
|
2.7K
$354K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
48New |
$4.36K - $5.13K
|
48
$6.28K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$90.8 - $107
|
1
$131
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
920New |
$83.6K - $98.3K
|
920
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.23KNew |
$385K - $452K
|
4.23K
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$271K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-115- 1.61% |
$10.4K - $12.3K
|
7.04K
$922K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-223- 9.02% |
$20.3K - $23.8K
|
2.25K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-111- 3.78% |
$10.1K - $11.9K
|
2.82K
$369K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$18.3K - $21.5K
|
201
$26.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7.35KNew |
$668K - $785K
|
7.35K
$963K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-105K- 96.6% |
$9.54M - $11.2M
|
3.7K
$484K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.7KNew |
$246K - $289K
|
2.7K
$354K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-550- 14.32% |
$50K - $58.7K
|
3.29K
$431K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$271K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.09% |
$454 - $534
|
5.64K
$739K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
61New |
$5.54K - $6.52K
|
61
$7.98K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.85K- 3.09% |
$259K - $305K
|
89.4K
$11.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
82New |
$7.45K - $8.76K
|
82
$10.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.86K- 72.32% |
$441K - $519K
|
1.86K
$243K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-62- 4.71% |
$5.63K - $6.62K
|
1.25K
$164K
|
|
| Q3 2022 | |||||||
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13Closed |
$1.17K - $1.35K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
208New |
$18.7K - $21.6K
|
208
$27.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-263- 45.9% |
$23.6K - $27.3K
|
310
$40.6K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
257+ 0.51% |
$23.1K - $26.7K
|
50.4K
$6.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
146+ 1.2% |
$13.1K - $15.2K
|
12.3K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-600- 63.76% |
$53.9K - $62.3K
|
341
$44.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.61KNew |
$504K - $582K
|
5.61K
$734K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
$9.62K - $11.1K
|
107
$14K
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
142KNew |
$12.8M - $14.8M
|
142K
$18.6M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.16K- 45.12% |
$194K - $224K
|
2.62K
$343K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21+ 0.39% |
$1.89K - $2.18K
|
5.43K
$710K
|
|