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
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
46+ 0.62% |
$5.69K - $6.12K
|
7.49K
$951K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 6.46% |
$4.57K - $4.92K
|
610
$77.4K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31New |
$3.83K - $4.12K
|
31
$3.93K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.18% |
$3.58K - $3.86K
|
15.7K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 1.68% |
$2.97K - $3.19K
|
1.45K
$184K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.15% |
$2.6K - $2.79K
|
13.7K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21+ 0.54% |
$2.6K - $2.79K
|
3.95K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
20New |
$2.47K - $2.66K
|
20
$2.54K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16New |
$1.98K - $2.13K
|
16
$2.03K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.26% |
$1.48K - $1.6K
|
4.67K
$592K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.22% |
$1.48K - $1.6K
|
5.45K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.58% |
$1.48K - $1.6K
|
2.09K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.58% |
$1.24K - $1.33K
|
1.73K
$220K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
9+ 0.56% |
$1.11K - $1.2K
|
1.62K
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
9+ 0.38% |
$1.11K - $1.2K
|
2.38K
$302K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7+ 0.52% |
$865 - $931
|
1.35K
$172K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$865 - $931
|
15.5K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.33% |
$865 - $931
|
2.16K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4+ 0.52% |
$494 - $532
|
767
$97.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$371 - $399
|
28K
$3.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$247 - $266
|
311
$39.5K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.1% |
$247 - $266
|
1.95K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$247 - $266
|
6.88K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.46% |
$124 - $133
|
220
$27.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5- 0.14% |
$618 - $665
|
3.67K
$465K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-5- 0.23% |
$618 - $665
|
2.15K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6- 0.21% |
$742 - $798
|
2.89K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-10- 18.18% |
$1.24K - $1.33K
|
45
$5.71K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-12- 0.44% |
$1.48K - $1.6K
|
2.69K
$342K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18- 0.08% |
$2.22K - $2.39K
|
23.6K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-20- 0.69% |
$2.47K - $2.66K
|
2.87K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 0.12% |
$3.09K - $3.33K
|
20.1K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 7.69% |
$3.21K - $3.46K
|
312
$39.6K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-29- 0.74% |
$3.58K - $3.86K
|
3.87K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-30- 0.95% |
$3.71K - $3.99K
|
3.14K
$398K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-31- 1.51% |
$3.83K - $4.12K
|
2.03K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38- 3.36% |
$4.7K - $5.05K
|
1.09K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-44- 1.67% |
$5.44K - $5.85K
|
2.59K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-44- 2.02% |
$5.44K - $5.85K
|
2.14K
$271K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 10.89% |
$6.18K - $6.65K
|
409
$51.9K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 2.75% |
$6.18K - $6.65K
|
1.77K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-55- 0.69% |
$6.8K - $7.32K
|
7.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-69- 1.31% |
$8.53K - $9.18K
|
5.19K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-73- 1.14% |
$9.02K - $9.71K
|
6.33K
$803K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.48% |
$9.15K - $9.84K
|
15.4K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-79- 2.05% |
$9.77K - $10.5K
|
3.77K
$478K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-87- 1.56% |
$10.8K - $11.6K
|
5.51K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-96- 2.68% |
$11.9K - $12.8K
|
3.49K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-100- 49.75% |
$12.4K - $13.3K
|
101
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-107- 18.07% |
$13.2K - $14.2K
|
485
$61.6K
|