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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.25K+ 295.52% |
$148K - $161K
|
1.68K
$220K
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
73.2K+ 11.87% |
$8.64M - $9.4M
|
690K
$90.3M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 0.96% |
$1.73M - $1.88M
|
1.55M
$203M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
666New |
$78.6K - $85.4K
|
666
$87.2K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.05% |
$118 - $128
|
2.1K
$275K
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-4.77K- 9.72% |
$562K - $611K
|
44.3K
$5.8M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12- 0.32% |
$1.42K - $1.54K
|
3.74K
$490K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 1.36% |
$128K - $139K
|
80.7K
$10.6M
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
439+ 1.6% |
$51.8K - $56.3K
|
27.9K
$3.66M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-39- 0.89% |
$4.6K - $5K
|
4.34K
$568K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13- 0.59% |
$1.53K - $1.67K
|
2.2K
$287K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-130- 3.26% |
$15.3K - $16.7K
|
3.85K
$504K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
56.2K+ 46.37% |
$6.64M - $7.22M
|
178K
$23.2M
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 0.12% |
$4.13K - $4.49K
|
28.2K
$3.69M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.5K+ 6.99% |
$1.24M - $1.34M
|
160K
$21M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.19K+ 15.87% |
$1.08M - $1.18M
|
67.1K
$8.78M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
695New |
$82K - $89.2K
|
695
$91K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.5K+ 45.8% |
$177K - $192K
|
4.78K
$625K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 1.18% |
$2.36K - $2.57K
|
1.71K
$224K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.1% |
$590 - $641
|
5.23K
$684K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
549K+ 4.09% |
$64.7M - $70.4M
|
14M
$1.83B
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
457+ 1.19% |
$53.9K - $58.6K
|
39K
$5.11M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.58K+ 6.05% |
$305K - $331K
|
45.2K
$5.92M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.69K+ 4.38% |
$671K - $730K
|
136K
$17.8M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
666+ 7.48% |
$78.6K - $85.4K
|
9.57K
$1.25M
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
69+ 0.3% |
$8.14K - $8.85K
|
22.9K
$3M
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.52K- 5.28% |
$179K - $195K
|
27.2K
$3.56M
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
18.2K+ 84.65% |
$2.15M - $2.34M
|
39.7K
$5.2M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-152- 0.17% |
$17.9K - $19.5K
|
87.1K
$11.4M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
41New |
$4.84K - $5.26K
|
41
$5.37K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.22K+ 6.69% |
$144K - $157K
|
19.5K
$2.55M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12KNew |
$1.41M - $1.53M
|
12K
$1.57M
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
168+ 0.2% |
$19.8K - $21.6K
|
83.3K
$10.9M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-471- 2.02% |
$55.6K - $60.4K
|
22.9K
$3M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
972+ 6.19% |
$115K - $125K
|
16.7K
$2.18M
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
50.9KNew |
$6.01M - $6.53M
|
50.9K
$6.67M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
355New |
$41.9K - $45.5K
|
355
$46.5K
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
229+ 93.47% |
$27K - $29.4K
|
474
$62K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-83.7K- 68.36% |
$9.88M - $10.7M
|
38.8K
$5.07M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 2396.81% |
$266K - $289K
|
2.35K
$307K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65.2K+ 19.59% |
$7.69M - $8.36M
|
398K
$52.1M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.15K+ 3.03% |
$372K - $404K
|
107K
$14M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
166+ 3.35% |
$19.6K - $21.3K
|
5.12K
$670K
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
471+ 2.38% |
$55.6K - $60.4K
|
20.3K
$2.65M
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16+ 0.36% |
$1.89K - $2.05K
|
4.45K
$583K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-97- 1.81% |
$11.4K - $12.4K
|
5.25K
$688K
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
40+ 0.22% |
$4.72K - $5.13K
|
18.6K
$2.44M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 4.38% |
$138K - $150K
|
25.5K
$3.34M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
484+ 0.6% |
$57.1K - $62.1K
|
80.8K
$10.6M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
121+ 6.61% |
$14.3K - $15.5K
|
1.95K
$255K
|