Purchases and Sales Made in Q4 2021 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
601New |
$59.2K - $64.3K
|
601
$78.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
503New |
$49.6K - $53.8K
|
503
$65.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
476+ 4.6% |
$46.9K - $50.9K
|
10.8K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
458+ 5.84% |
$45.1K - $49K
|
8.3K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
421+ 1.24% |
$41.5K - $45K
|
34.4K
$4.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
376New |
$37K - $40.2K
|
376
$49.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
364New |
$35.9K - $38.9K
|
364
$47.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
349+ 15.88% |
$34.4K - $37.3K
|
2.55K
$333K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
334+ 11.54% |
$32.9K - $35.7K
|
3.23K
$422K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
330+ 1.19% |
$32.5K - $35.3K
|
28.1K
$3.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
323New |
$31.8K - $34.6K
|
323
$42.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
292+ 0.46% |
$28.8K - $31.2K
|
64.1K
$8.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
264+ 0.29% |
$26K - $28.2K
|
92.3K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
251+ 3.6% |
$24.7K - $26.8K
|
7.22K
$944K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 105.49% |
$24.6K - $26.7K
|
487
$63.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
222+ 2.93% |
$21.9K - $23.7K
|
7.8K
$1.02M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
218+ 9.56% |
$21.5K - $23.3K
|
2.5K
$327K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200New |
$19.7K - $21.4K
|
200
$26.2K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
197New |
$19.4K - $21.1K
|
197
$25.8K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
194+ 2.11% |
$19.1K - $20.8K
|
9.41K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
188+ 2.89% |
$18.5K - $20.1K
|
6.7K
$876K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
168New |
$16.5K - $18K
|
168
$22K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
150New |
$14.8K - $16K
|
150
$19.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
147+ 1.25% |
$14.5K - $15.7K
|
11.9K
$1.56M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
120New |
$11.8K - $12.8K
|
120
$15.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
114+ 1.25% |
$11.2K - $12.2K
|
9.2K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
105New |
$10.3K - $11.2K
|
105
$13.7K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$9.85K - $10.7K
|
100
$13.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
92+ 0.67% |
$9.06K - $9.84K
|
13.7K
$1.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
90+ 1.15% |
$8.87K - $9.63K
|
7.89K
$1.03M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
74+ 4.02% |
$7.29K - $7.92K
|
1.92K
$250K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
70+ 1.67% |
$6.9K - $7.49K
|
4.26K
$557K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
62+ 0.96% |
$6.11K - $6.63K
|
6.54K
$855K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
55+ 0.75% |
$5.42K - $5.88K
|
7.43K
$972K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
54New |
$5.32K - $5.78K
|
54
$7.06K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
53+ 1.26% |
$5.22K - $5.67K
|
4.25K
$556K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
52New |
$5.12K - $5.56K
|
52
$6.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
50New |
$4.93K - $5.35K
|
50
$6.54K
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
45+ 1.37% |
$4.43K - $4.81K
|
3.33K
$435K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36+ 1.45% |
$3.55K - $3.85K
|
2.52K
$330K
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
25+ 4.36% |
$2.46K - $2.67K
|
598
$78.2K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
21+ 0.79% |
$2.07K - $2.25K
|
2.68K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19+ 0.11% |
$1.87K - $2.03K
|
16.8K
$2.2M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
16New |
$1.58K - $1.71K
|
16
$2.09K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
13+ 0.3% |
$1.28K - $1.39K
|
4.36K
$569K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8New |
$788 - $856
|
8
$1.05K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.11% |
$296 - $321
|
2.85K
$373K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.86% |
$296 - $321
|
351
$45.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.07% |
$197 - $214
|
3K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.05% |
$197 - $214
|
4.07K
$532K
|