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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
368+ 1.08% |
$45.5K - $48.9K
|
34.6K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
360+ 7.13% |
$44.5K - $47.9K
|
5.41K
$687K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
352+ 3.48% |
$43.5K - $46.8K
|
10.5K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
343+ 339.6% |
$42.4K - $45.6K
|
444
$56.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
322+ 24.66% |
$39.8K - $42.8K
|
1.63K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
322+ 10.28% |
$39.8K - $42.8K
|
3.46K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
321+ 3.95% |
$39.7K - $42.7K
|
8.45K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 2.03% |
$38.4K - $41.4K
|
15.7K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
311+ 18.45% |
$38.4K - $41.4K
|
2K
$253K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
307+ 1.04% |
$37.9K - $40.8K
|
29.8K
$3.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
297New |
$36.7K - $39.5K
|
297
$37.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
287+ 5.49% |
$35.5K - $38.2K
|
5.52K
$700K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
272New |
$33.6K - $36.2K
|
272
$34.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
262+ 0.85% |
$32.4K - $34.8K
|
31.1K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
236+ 1.54% |
$29.2K - $31.4K
|
15.5K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
222New |
$27.4K - $29.5K
|
222
$28.2K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
215New |
$26.6K - $28.6K
|
215
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
215+ 2.69% |
$26.6K - $28.6K
|
8.22K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
210+ 0.54% |
$26K - $27.9K
|
39.5K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
208New |
$25.7K - $27.7K
|
208
$26.4K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
193+ 2.63% |
$23.9K - $25.7K
|
7.53K
$956K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
178+ 21.45% |
$22K - $23.7K
|
1.01K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
174+ 1.3% |
$21.5K - $23.1K
|
13.6K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
164New |
$20.3K - $21.8K
|
164
$20.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
159+ 7.81% |
$19.7K - $21.1K
|
2.19K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
157New |
$19.4K - $20.9K
|
157
$19.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152New |
$18.8K - $20.2K
|
152
$19.3K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
152+ 1.89% |
$18.8K - $20.2K
|
8.18K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
141New |
$17.4K - $18.8K
|
141
$17.9K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
141+ 0.57% |
$17.4K - $18.8K
|
25K
$3.17M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
140+ 7.89% |
$17.3K - $18.6K
|
1.92K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
139+ 69.15% |
$17.2K - $18.5K
|
340
$43.2K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
134+ 1.1% |
$16.6K - $17.8K
|
12.3K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
123New |
$15.2K - $16.4K
|
123
$15.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
116+ 2.38% |
$14.3K - $15.4K
|
4.99K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
114+ 1.31% |
$14.1K - $15.2K
|
8.81K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
101+ 1.76% |
$12.5K - $13.4K
|
5.82K
$739K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
100+ 2.06% |
$12.4K - $13.3K
|
4.96K
$630K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
94New |
$11.6K - $12.5K
|
94
$11.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 49.08% |
$9.89K - $10.6K
|
243
$30.8K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
79New |
$9.77K - $10.5K
|
79
$10K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
77+ 0.23% |
$9.52K - $10.2K
|
33.8K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
76+ 0.14% |
$9.39K - $10.1K
|
56.4K
$7.15M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 2.17% |
$8.53K - $9.18K
|
3.25K
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
67+ 1.52% |
$8.28K - $8.91K
|
4.49K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
63+ 3.05% |
$7.79K - $8.38K
|
2.13K
$270K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
63+ 0.54% |
$7.79K - $8.38K
|
11.6K
$1.48M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
50+ 31.25% |
$6.18K - $6.65K
|
210
$26.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$6.18K - $6.65K
|
50
$6.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 0.13% |
$5.93K - $6.38K
|
37.3K
$4.73M
|