Purchases and Sales Made in Q2 2024 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.2K+ 31.82% |
$136K - $144K
|
4.95K
$648K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 5.08% |
$125K - $132K
|
22.7K
$2.97M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.03K+ 40.77% |
$117K - $124K
|
3.56K
$466K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.1% |
$115K - $122K
|
49.1K
$6.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
961+ 18.29% |
$109K - $116K
|
6.22K
$813K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830New |
$94.3K - $99.9K
|
830
$109K
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
802+ 26.1% |
$91.1K - $96.5K
|
3.88K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
786+ 38.34% |
$89.3K - $94.6K
|
2.84K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
765+ 2.28% |
$86.9K - $92.1K
|
34.3K
$4.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
723+ 6.22% |
$82.1K - $87K
|
12.3K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
668+ 9.2% |
$75.9K - $80.4K
|
7.93K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
620+ 5.63% |
$70.4K - $74.6K
|
11.6K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
580+ 9.36% |
$65.9K - $69.8K
|
6.78K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
555+ 3.57% |
$63.1K - $66.8K
|
16.1K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
534+ 0.51% |
$60.7K - $64.3K
|
105K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
498+ 7.04% |
$56.6K - $59.9K
|
7.57K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
462+ 1.84% |
$52.5K - $55.6K
|
25.6K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
425+ 22.55% |
$48.3K - $51.1K
|
2.31K
$302K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
424New |
$48.2K - $51K
|
424
$55.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
402+ 3.55% |
$45.7K - $48.4K
|
11.7K
$1.54M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
402+ 7.29% |
$45.7K - $48.4K
|
5.92K
$774K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
379+ 3.24% |
$43.1K - $45.6K
|
12.1K
$1.58M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
379+ 6.87% |
$43.1K - $45.6K
|
5.89K
$771K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
376+ 12.85% |
$42.7K - $45.2K
|
3.3K
$432K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
313+ 17.52% |
$35.6K - $37.7K
|
2.1K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
310+ 1.73% |
$35.2K - $37.3K
|
18.3K
$2.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
297New |
$33.7K - $35.7K
|
297
$38.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
290New |
$32.9K - $34.9K
|
290
$38K
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
284+ 0.7% |
$32.3K - $34.2K
|
40.7K
$5.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
260+ 11.45% |
$29.5K - $31.3K
|
2.53K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
254New |
$28.9K - $30.6K
|
254
$33.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
250+ 14.48% |
$28.4K - $30.1K
|
1.98K
$259K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
245+ 0.8% |
$27.8K - $29.5K
|
31K
$4.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
245New |
$27.8K - $29.5K
|
245
$32.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
234+ 0.94% |
$26.6K - $28.2K
|
25.2K
$3.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
229+ 9.25% |
$26K - $27.6K
|
2.7K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
220+ 0.94% |
$25K - $26.5K
|
23.6K
$3.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
215+ 0.72% |
$24.4K - $25.9K
|
30.2K
$3.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
204New |
$23.2K - $24.5K
|
204
$26.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
203+ 4.79% |
$23.1K - $24.4K
|
4.44K
$581K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
202New |
$22.9K - $24.3K
|
202
$26.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
199+ 84.32% |
$22.6K - $23.9K
|
435
$56.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
189+ 8.31% |
$21.5K - $22.7K
|
2.46K
$323K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
186+ 2.13% |
$21.1K - $22.4K
|
8.91K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
183+ 0.67% |
$20.8K - $22K
|
27.5K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
174+ 2.32% |
$19.8K - $20.9K
|
7.66K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
162+ 1.44% |
$18.4K - $19.5K
|
11.4K
$1.49M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
160+ 4.03% |
$18.2K - $19.3K
|
4.14K
$541K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
128New |
$14.5K - $15.4K
|
128
$16.8K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
105+ 5.68% |
$11.9K - $12.6K
|
1.95K
$256K
|