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, 2020
Q1 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-4.25KClosed |
$242K - $375K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.06KClosed |
$60.1K - $93K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-456Closed |
$26K - $40.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-47Closed |
$2.68K - $4.14K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.62KClosed |
$491K - $760K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-6.63KClosed |
$378K - $585K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.5KClosed |
$199K - $309K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-2.64KClosed |
$150K - $233K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.36KClosed |
$134K - $208K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-128Closed |
$7.29K - $11.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 15, 2024
Q4 2019
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14New |
$1.1K - $1.23K
|
14
$1.73K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-10.1KClosed |
$789K - $885K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.98KClosed |
$625K - $700K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.78KClosed |
$453K - $507K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-7.77KClosed |
$608K - $682K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-29.1KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-8.82KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-313Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 12, 2019
Q1 2019
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-6.28KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
315New |
N/A
|
315
$38.9K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-69.1KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-501Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-469Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.72KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Nvwm, LLC
|
SELL
|
- |
-130Closed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-467Closed |
N/A
|
0
$0
|
|
|
Jan 03, 2019
Q4 2018
|
Hollencrest Capital Management
|
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$2.52M
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-235Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-80Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
71+ 2.36% |
N/A
|
3.08K
$381K
|
|
|
Dec 07, 2018
Q2 2018
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.1KClosed |
N/A
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-507Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.53KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.9KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$124
|
|
|
Nov 06, 2017
Q3 2017
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$1.32M
|
|
|
Nov 03, 2017
Q3 2017
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$417K
|
|
| Q4 2015 | |||||||
|
Sep 25, 2019
Q4 2015
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
8.45KNew |
N/A
|
8.45K
$1.04M
|
|