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 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-110- 4.93% |
$13.6K - $14.6K
|
2.12K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-112- 4.07% |
$13.8K - $14.9K
|
2.64K
$335K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-115- 24.47% |
$14.2K - $15.3K
|
355
$45.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-119- 1.61% |
$14.7K - $15.8K
|
7.26K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-125- 3.64% |
$15.5K - $16.6K
|
3.31K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-135- 3.36% |
$16.7K - $18K
|
3.88K
$492K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-143- 0.75% |
$17.7K - $19K
|
18.9K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-144- 14.34% |
$17.8K - $19.2K
|
860
$109K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-145- 18.57% |
$17.9K - $19.3K
|
636
$80.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-149- 0.81% |
$18.4K - $19.8K
|
18.3K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-150- 5.2% |
$18.5K - $20K
|
2.73K
$347K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-152- 4.09% |
$18.8K - $20.2K
|
3.57K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-162- 1.91% |
$20K - $21.5K
|
8.33K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-164- 0.81% |
$20.3K - $21.8K
|
20.1K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-185- 1.0% |
$22.9K - $24.6K
|
18.2K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-221- 71.75% |
$27.3K - $29.4K
|
87
$11K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-229- 75.33% |
$28.3K - $30.5K
|
75
$9.52K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-230- 1.95% |
$28.4K - $30.6K
|
11.5K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-243- 0.73% |
$30K - $32.3K
|
32.9K
$4.17M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-267- 0.32% |
$33K - $35.5K
|
82.8K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-268- 4.33% |
$33.1K - $35.6K
|
5.92K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-280- 2.47% |
$34.6K - $37.2K
|
11K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-299- 3.31% |
$37K - $39.8K
|
8.74K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-309- 2.53% |
$38.2K - $41.1K
|
11.9K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-314- 12.49% |
$38.8K - $41.8K
|
2.2K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-315- 21.94% |
$38.9K - $41.9K
|
1.12K
$142K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.16% |
$39.3K - $42.3K
|
27.1K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-348- 1.52% |
$43K - $46.3K
|
22.6K
$2.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-349- 5.06% |
$43.1K - $46.4K
|
6.55K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-376- 5.19% |
$46.5K - $50K
|
6.87K
$872K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-379- 0.22% |
$46.8K - $50.4K
|
170K
$21.6M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-379- 18.52% |
$46.8K - $50.4K
|
1.67K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-385- 2.02% |
$47.6K - $51.2K
|
18.7K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-391- 7.04% |
$48.3K - $52K
|
5.16K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-393- 0.45% |
$48.6K - $52.3K
|
86.8K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-421- 5.04% |
$52K - $56K
|
7.93K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-489- 8.35% |
$60.4K - $65K
|
5.37K
$681K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-545- 13.72% |
$67.4K - $72.5K
|
3.43K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-553- 50.0% |
$68.4K - $73.6K
|
553
$70.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-570Closed |
$70.5K - $75.8K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-581- 13.93% |
$71.8K - $77.3K
|
3.59K
$456K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-589- 1.03% |
$72.8K - $78.3K
|
56.8K
$7.21M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-592- 4.69% |
$73.2K - $78.7K
|
12K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-600- 25.59% |
$74.2K - $79.8K
|
1.75K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-602- 2.21% |
$74.4K - $80.1K
|
26.6K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-611- 3.58% |
$75.5K - $81.3K
|
16.5K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-612- 15.48% |
$75.6K - $81.4K
|
3.34K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-632- 13.86% |
$78.1K - $84.1K
|
3.93K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-671- 0.22% |
$82.9K - $89.2K
|
309K
$39.2M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-678- 3.99% |
$83.8K - $90.2K
|
16.3K
$2.07M
|