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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.05% |
$197 - $214
|
4.07K
$532K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.64% |
$98.5 - $107
|
62
$8.11K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.76% |
$98.5 - $107
|
132
$17.3K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 1.04% |
$98.5 - $107
|
95
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5- 0.07% |
$493 - $535
|
7.21K
$943K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 0.38% |
$985 - $1.07K
|
2.59K
$339K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11- 0.04% |
$1.08K - $1.18K
|
26.1K
$3.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.05% |
$1.28K - $1.39K
|
25.3K
$3.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 0.93% |
$1.28K - $1.39K
|
1.38K
$180K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-30Closed |
$2.96K - $3.21K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36- 0.32% |
$3.55K - $3.85K
|
11.3K
$1.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-41- 7.99% |
$4.04K - $4.39K
|
472
$61.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-70Closed |
$6.9K - $7.49K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-82- 0.58% |
$8.08K - $8.77K
|
14K
$1.84M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-95- 17.3% |
$9.36K - $10.2K
|
454
$59.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-100- 6.1% |
$9.85K - $10.7K
|
1.54K
$201K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-100- 2.22% |
$9.85K - $10.7K
|
4.41K
$576K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-120- 0.26% |
$11.8K - $12.8K
|
46.5K
$6.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-149- 1.94% |
$14.7K - $15.9K
|
7.53K
$984K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-151- 1.58% |
$14.9K - $16.2K
|
9.43K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-162- 8.7% |
$16K - $17.3K
|
1.7K
$222K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-168- 6.17% |
$16.5K - $18K
|
2.56K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-201- 2.44% |
$19.8K - $21.5K
|
8.05K
$1.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-208- 0.94% |
$20.5K - $22.2K
|
21.8K
$2.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-250- 8.28% |
$24.6K - $26.7K
|
2.77K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-275Closed |
$27.1K - $29.4K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-300- 7.81% |
$29.6K - $32.1K
|
3.54K
$463K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-300- 75.0% |
$29.6K - $32.1K
|
100
$13.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-309- 10.05% |
$30.4K - $33.1K
|
2.77K
$362K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-383- 0.7% |
$37.7K - $41K
|
54.7K
$7.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-394- 0.41% |
$38.8K - $42.1K
|
95.7K
$12.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-396- 5.12% |
$39K - $42.4K
|
7.34K
$960K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-405- 15.28% |
$39.9K - $43.3K
|
2.25K
$294K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-458- 15.81% |
$45.1K - $49K
|
2.44K
$319K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-461- 0.72% |
$45.4K - $49.3K
|
63.9K
$8.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-528- 1.2% |
$52K - $56.5K
|
43.3K
$5.67M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-549- 1.91% |
$54.1K - $58.7K
|
28.2K
$3.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-625- 16.12% |
$61.6K - $66.9K
|
3.25K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-656- 9.63% |
$64.6K - $70.2K
|
6.16K
$805K
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-666- 20.22% |
$65.6K - $71.2K
|
2.63K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-771Closed |
$76K - $82.5K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 40.0% |
$98.5K - $107K
|
1.5K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.11K- 4.65% |
$109K - $118K
|
22.7K
$2.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.12K- 6.02% |
$111K - $120K
|
17.6K
$2.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.14KClosed |
$112K - $122K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.15K- 3.05% |
$113K - $123K
|
36.4K
$4.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 1.35% |
$117K - $127K
|
86.8K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 2.42% |
$118K - $129K
|
48.4K
$6.33M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.33K- 4.74% |
$131K - $142K
|
26.7K
$3.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.52K- 37.19% |
$150K - $163K
|
2.57K
$336K
|