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 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
5.5K+ 5.93% |
$679K - $731K
|
98.2K
$12.5M
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
5.45K+ 2.95% |
$674K - $725K
|
190K
$24.2M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.43KNew |
$672K - $723K
|
5.43K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.29K+ 5.49% |
$654K - $704K
|
102K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.89KNew |
$605K - $651K
|
4.89K
$621K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.78KNew |
$591K - $636K
|
4.78K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.73KNew |
$584K - $629K
|
4.73K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.7K+ 7.33% |
$581K - $625K
|
68.8K
$8.74M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.28KNew |
$528K - $569K
|
4.28K
$543K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.16K+ 16.27% |
$514K - $553K
|
29.7K
$3.77M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.15KNew |
$513K - $552K
|
4.15K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.15K+ 2.46% |
$513K - $552K
|
173K
$21.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.05K+ 37.87% |
$501K - $539K
|
14.8K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$500K - $538K
|
4.04K
$513K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89K+ 5.45% |
$481K - $518K
|
75.3K
$9.56M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.66KNew |
$452K - $487K
|
3.66K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.55K+ 84.21% |
$438K - $472K
|
7.76K
$985K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.44K+ 10.79% |
$425K - $457K
|
35.3K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.36K+ 1.43% |
$415K - $447K
|
238K
$30.2M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29K+ 52.04% |
$406K - $437K
|
9.61K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.24K+ 29.88% |
$400K - $430K
|
14.1K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.23KNew |
$399K - $429K
|
3.23K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.13K+ 46.31% |
$387K - $417K
|
9.9K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3K+ 149.73% |
$371K - $399K
|
5K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.98KNew |
$368K - $396K
|
2.98K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.83K+ 1.53% |
$350K - $376K
|
188K
$23.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.83KNew |
$349K - $376K
|
2.83K
$359K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.82KNew |
$349K - $375K
|
2.82K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8K+ 25.52% |
$346K - $373K
|
13.8K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.71K+ 137.02% |
$335K - $361K
|
4.69K
$596K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.7K+ 9.6% |
$334K - $360K
|
30.9K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 1.44% |
$330K - $355K
|
188K
$23.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.6KNew |
$322K - $346K
|
2.6K
$330K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56KNew |
$316K - $341K
|
2.56K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.54K+ 12.49% |
$314K - $338K
|
22.9K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.52K+ 2.11% |
$311K - $335K
|
122K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.39KNew |
$295K - $317K
|
2.39K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.38KNew |
$294K - $316K
|
2.38K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
2.33K+ 4.04% |
$288K - $310K
|
60K
$7.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.3K+ 8.69% |
$284K - $306K
|
28.7K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$278K - $299K
|
2.25K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.57% |
$276K - $297K
|
393K
$49.9M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.22K+ 23.89% |
$274K - $295K
|
11.5K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.2K+ 3.04% |
$272K - $293K
|
74.7K
$9.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.2KNew |
$272K - $293K
|
2.2K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19K+ 13.7% |
$271K - $291K
|
18.2K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.18KNew |
$270K - $290K
|
2.18K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.18KNew |
$269K - $290K
|
2.18K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.14K+ 36.25% |
$264K - $284K
|
8.03K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.11K+ 1.45% |
$261K - $281K
|
148K
$18.7M
|