Latest Institutional Sells of Vanguard Mega Cap Value (MGV)
This list provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.14K- 54.46% |
$124K - $136K
|
955
$122K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-361- 17.14% |
$39.1K - $43.1K
|
1.75K
$222K
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
SELL
|
- |
-340- 14.57% |
$36.8K - $40.6K
|
1.99K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-304- 87.11% |
$32.9K - $36.3K
|
45
$5.74K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-300- 60.0% |
$32.5K - $35.9K
|
200
$25.5K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-91- 11.42% |
$9.86K - $10.9K
|
706
$90K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 2.13% |
$4.66K - $5.14K
|
1.98K
$252K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.22K- 30.54% |
$215K - $244K
|
5.05K
$644K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.99K- 50.27% |
$193K - $218K
|
1.96K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.48K- 27.71% |
$144K - $163K
|
3.87K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-945- 9.47% |
$91.7K - $104K
|
9.04K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-942- 95.44% |
$91.4K - $103K
|
45
$5.74K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-784- 10.55% |
$76.1K - $86K
|
6.65K
$848K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-734- 9.62% |
$71.2K - $80.5K
|
6.9K
$879K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-230- 3.0% |
$22.3K - $25.2K
|
7.44K
$948K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-114- 63.33% |
$11.1K - $12.5K
|
66
$8.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-90- 1.15% |
$8.74K - $9.88K
|
7.76K
$989K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-55- 8.03% |
$5.34K - $6.04K
|
630
$80.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3- 15.79% |
$291 - $329
|
16
$2.04K
|
|
| Q3 2023 | |||||||
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-518- 11.58% |
$52.5K - $55.7K
|
3.95K
$504K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-257- 35.21% |
$26.1K - $27.6K
|
473
$60.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-104- 1.12% |
$10.5K - $11.2K
|
9.15K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60Closed |
$6.08K - $6.45K
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 2.11% |
$1.12K - $1.18K
|
510
$65K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4- 2.3% |
$406 - $430
|
170
$21.7K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-45.4K- 93.1% |
$4.49M - $4.74M
|
3.37K
$429K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-377- 14.97% |
$37.2K - $39.3K
|
2.14K
$273K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-124- 0.35% |
$12.2K - $12.9K
|
35.1K
$4.47M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$90K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-106- 13.05% |
$10.5K - $11.1K
|
706
$90K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-79- 20.15% |
$7.8K - $8.24K
|
313
$39.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 17.65% |
$4.45K - $4.69K
|
210
$26.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.66% |
$2.77K - $2.92K
|
4.19K
$534K
|
|
| Q1 2023 | |||||||
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-44.6KClosed |
$4.32M - $4.69M
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-14.5K- 37.81% |
$1.4M - $1.52M
|
23.8K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.72K- 17.91% |
$943K - $1.02M
|
44.5K
$5.68M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.1K- 29.87% |
$495K - $538K
|
12K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.32K- 68.49% |
$225K - $245K
|
1.07K
$136K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-676- 8.74% |
$65.6K - $71.2K
|
7.06K
$899K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-328Closed |
$31.8K - $34.6K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-254- 6.38% |
$24.6K - $26.8K
|
3.73K
$475K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$60.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-133- 21.84% |
$12.9K - $14K
|
476
$60.7K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-105K- 96.6% |
$9.54M - $11.2M
|
3.7K
$471K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.86K- 72.32% |
$441K - $519K
|
1.86K
$237K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.85K- 3.09% |
$259K - $305K
|
89.4K
$11.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-550- 14.32% |
$50K - $58.7K
|
3.29K
$419K
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-223- 9.02% |
$20.3K - $23.8K
|
2.25K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-115- 1.61% |
$10.4K - $12.3K
|
7.04K
$898K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-111- 3.78% |
$10.1K - $11.9K
|
2.82K
$360K
|
|