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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.14KNew |
$243K - $257K
|
2.14K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.1KNew |
$238K - $253K
|
2.1K
$291K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.32K+ 2.02% |
$150K - $159K
|
66.5K
$9.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$23.2K - $24.5K
|
204
$28.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
128New |
$14.5K - $15.4K
|
128
$17.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38New |
$4.32K - $4.57K
|
38
$5.26K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25.8KNew |
$2.79M - $3.08M
|
25.8K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.23KNew |
$675K - $745K
|
6.23K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.21K+ 7.6% |
$348K - $384K
|
45.5K
$6.3M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$270K - $298K
|
2.5K
$346K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
2KNew |
$217K - $239K
|
2K
$277K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.71K+ 24.09% |
$185K - $204K
|
8.81K
$1.22M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
221+ 254.02% |
$23.9K - $26.4K
|
308
$42.7K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
195+ 4.88% |
$21.1K - $23.3K
|
4.2K
$581K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
85New |
$9.21K - $10.2K
|
85
$11.8K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65New |
$7.04K - $7.77K
|
65
$9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
14New |
$1.52K - $1.67K
|
14
$1.94K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
8New |
$867 - $956
|
8
$1.11K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.02KNew |
$584K - $661K
|
6.02K
$834K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
4.55KNew |
$442K - $499K
|
4.55K
$630K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.55K+ 38.57% |
$248K - $280K
|
9.16K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.16KNew |
$209K - $237K
|
2.16K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.92KNew |
$186K - $211K
|
1.92K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.15KNew |
$111K - $126K
|
1.15K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.14KNew |
$111K - $125K
|
1.14K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
422New |
$41K - $46.3K
|
422
$58.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
242New |
$23.5K - $26.6K
|
242
$33.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
141New |
$13.7K - $15.5K
|
141
$19.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
88New |
$8.54K - $9.66K
|
88
$12.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61New |
$5.92K - $6.69K
|
61
$8.45K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
56New |
$5.44K - $6.15K
|
56
$7.75K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
45+ 0.87% |
$4.37K - $4.94K
|
5.23K
$724K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
41+ 1.35% |
$3.98K - $4.5K
|
3.07K
$426K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
38New |
$3.69K - $4.17K
|
38
$5.26K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
26+ 2.25% |
$2.52K - $2.85K
|
1.18K
$163K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 4.04% |
$2.14K - $2.41K
|
566
$78.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
22+ 0.62% |
$2.14K - $2.41K
|
3.58K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12New |
$1.16K - $1.32K
|
12
$1.66K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.13% |
$971 - $1.1K
|
7.67K
$1.06M
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.37K+ 7940.0% |
$443K - $469K
|
4.42K
$612K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.92KNew |
$296K - $314K
|
2.92K
$405K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.58KNew |
$262K - $277K
|
2.58K
$357K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.76K+ 82.87% |
$178K - $189K
|
3.88K
$537K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.39K+ 7.81% |
$141K - $150K
|
19.2K
$2.66M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.09K+ 2.54% |
$111K - $117K
|
44.1K
$6.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
829New |
$84.1K - $89.1K
|
829
$115K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
137New |
$13.9K - $14.7K
|
137
$19K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105New |
$10.6K - $11.3K
|
105
$14.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
93New |
$9.43K - $9.99K
|
93
$12.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
65New |
$6.59K - $6.98K
|
65
$9K
|
|