Latest Institutional Purchases of Vanguard Mega Cap Value (MGV)
This list provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.09K+ 2.54% |
$111K - $117K
|
44.1K
$5.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
829New |
$84.1K - $89.1K
|
829
$109K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
268+ 0.87% |
$27.2K - $28.8K
|
31K
$4.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
137New |
$13.9K - $14.7K
|
137
$17.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105New |
$10.6K - $11.3K
|
105
$13.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
93New |
$9.43K - $9.99K
|
93
$12.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
90+ 1.93% |
$9.13K - $9.67K
|
4.75K
$622K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$6.59K - $6.98K
|
65
$8.51K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
15+ 0.61% |
$1.52K - $1.61K
|
2.48K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2New |
$203 - $215
|
2
$262
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.56% |
$101 - $107
|
65
$8.51K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
63.2KNew |
$6.25M - $6.59M
|
63.2K
$8.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.8K+ 334.05% |
$1.96M - $2.07M
|
25.8K
$3.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4.33KNew |
$428K - $452K
|
4.33K
$567K
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.06KNew |
$401K - $423K
|
4.06K
$531K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.8KNew |
$277K - $292K
|
2.8K
$367K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04KNew |
$201K - $212K
|
2.04K
$266K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
602+ 3.21% |
$59.5K - $62.8K
|
19.4K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
405+ 11.63% |
$40K - $42.2K
|
3.89K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
142New |
$14K - $14.8K
|
142
$18.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
88New |
$8.69K - $9.18K
|
88
$11.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
84New |
$8.3K - $8.76K
|
84
$11K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
12+ 0.55% |
$1.19K - $1.25K
|
2.2K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
9+ 0.15% |
$889 - $939
|
6.13K
$802K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$2.29M - $2.48M
|
23.6K
$3.09M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.01KNew |
$292K - $317K
|
3.01K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.44K+ 8.36% |
$236K - $257K
|
31.6K
$4.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
714New |
$69.3K - $75.2K
|
714
$93.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
459New |
$44.5K - $48.4K
|
459
$60.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
420+ 0.68% |
$40.7K - $44.3K
|
61.9K
$8.1M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
281New |
$27.3K - $29.6K
|
281
$36.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
100New |
$9.7K - $10.5K
|
100
$13.1K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
44+ 0.58% |
$4.27K - $4.64K
|
7.57K
$991K
|
|
|
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
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
7.35KNew |
$668K - $785K
|
7.35K
$963K
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.04KNew |
$640K - $752K
|
7.04K
$922K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.23KNew |
$385K - $452K
|
4.23K
$554K
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
2.7KNew |
$246K - $289K
|
2.7K
$354K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.7KNew |
$245K - $289K
|
2.7K
$354K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$188K - $221K
|
2.07K
$271K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
920New |
$83.6K - $98.3K
|
920
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
201New |
$18.3K - $21.5K
|
201
$26.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
82New |
$7.45K - $8.76K
|
82
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
61New |
$5.54K - $6.52K
|
61
$7.98K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
48New |
$4.36K - $5.13K
|
48
$6.28K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5+ 0.09% |
$454 - $534
|
5.64K
$739K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1New |
$90.8 - $107
|
1
$131
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
142KNew |
$12.8M - $14.8M
|
142K
$18.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
95.5KNew |
$8.59M - $9.92M
|
95.5K
$12.5M
|
|