Purchases and Sales Made in Q1 2025 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
67.8KNew |
$8.38M - $9.02M
|
67.8K
$8.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33K+ 79.14% |
$4.08M - $4.39M
|
74.7K
$8.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
26.7K+ 35.15% |
$3.3M - $3.55M
|
103K
$12.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.5KNew |
$1.67M - $1.8M
|
13.5K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
11.3K+ 84.65% |
$1.39M - $1.5M
|
24.6K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.06K+ 351.97% |
$996K - $1.07M
|
10.4K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.26K+ 1.08% |
$774K - $833K
|
589K
$70.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
6.25K+ 3.93% |
$773K - $832K
|
165K
$19.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.59K+ 51.7% |
$691K - $744K
|
16.4K
$1.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.89KNew |
$605K - $651K
|
4.89K
$589K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.16K+ 16.27% |
$514K - $553K
|
29.7K
$3.57M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.66KNew |
$452K - $487K
|
3.66K
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.44K+ 10.79% |
$425K - $457K
|
35.3K
$4.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.36K+ 1.43% |
$415K - $447K
|
238K
$28.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.23KNew |
$399K - $429K
|
3.23K
$388K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.82KNew |
$349K - $375K
|
2.82K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.6KNew |
$322K - $346K
|
2.6K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 1.7% |
$260K - $280K
|
126K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.84KNew |
$227K - $244K
|
1.84K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.82KNew |
$224K - $242K
|
1.82K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.61K+ 18.73% |
$199K - $214K
|
10.2K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.6KNew |
$197K - $212K
|
1.6K
$192K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.53K+ 30.65% |
$189K - $203K
|
6.5K
$782K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.49K+ 16.34% |
$184K - $198K
|
10.6K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
343+ 339.6% |
$42.4K - $45.6K
|
444
$53.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
307+ 1.04% |
$37.9K - $40.8K
|
29.8K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
287+ 5.49% |
$35.5K - $38.2K
|
5.52K
$664K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
159+ 7.81% |
$19.7K - $21.1K
|
2.19K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
157New |
$19.4K - $20.9K
|
157
$18.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152New |
$18.8K - $20.2K
|
152
$18.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
123New |
$15.2K - $16.4K
|
123
$14.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 49.08% |
$9.89K - $10.6K
|
243
$29.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 2.17% |
$8.53K - $9.18K
|
3.25K
$391K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
63+ 0.54% |
$7.79K - $8.38K
|
11.6K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
63+ 3.05% |
$7.79K - $8.38K
|
2.13K
$256K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
50+ 31.25% |
$6.18K - $6.65K
|
210
$25.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
46+ 0.62% |
$5.69K - $6.12K
|
7.49K
$902K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21+ 0.54% |
$2.6K - $2.79K
|
3.95K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
20New |
$2.47K - $2.66K
|
20
$2.41K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$865 - $931
|
15.5K
$1.86M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$247 - $266
|
311
$37.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-31- 1.51% |
$3.83K - $4.12K
|
2.03K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38- 3.36% |
$4.7K - $5.05K
|
1.09K
$132K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.48% |
$9.15K - $9.84K
|
15.4K
$1.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-119- 1.61% |
$14.7K - $15.8K
|
7.26K
$874K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-145- 18.57% |
$17.9K - $19.3K
|
636
$76.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-152- 4.09% |
$18.8K - $20.2K
|
3.57K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-243- 0.73% |
$30K - $32.3K
|
32.9K
$3.96M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-267- 0.32% |
$33K - $35.5K
|
82.8K
$9.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-299- 3.31% |
$37K - $39.8K
|
8.74K
$1.05M
|