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 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-726- 13.17% |
$89.7K - $96.6K
|
4.79K
$608K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-751- 2.02% |
$92.8K - $99.9K
|
36.4K
$4.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-782- 0.62% |
$96.7K - $104K
|
125K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-802- 6.47% |
$99.1K - $107K
|
11.6K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-822- 19.79% |
$102K - $109K
|
3.33K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-919- 6.25% |
$114K - $122K
|
13.8K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-922- 3.25% |
$114K - $123K
|
27.5K
$3.48M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-992- 15.88% |
$123K - $132K
|
5.26K
$667K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 16.25% |
$131K - $141K
|
5.46K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.12K- 3.98% |
$138K - $149K
|
27K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.14K- 6.09% |
$141K - $152K
|
17.6K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.16K- 3.24% |
$143K - $154K
|
34.5K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.24% |
$149K - $160K
|
52.5K
$6.66M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 1.39% |
$151K - $163K
|
86.6K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.26K- 99.53% |
$156K - $168K
|
6
$762
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.32K- 1.2% |
$163K - $175K
|
108K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.41K- 11.32% |
$175K - $188K
|
11.1K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.49K- 2.21% |
$184K - $198K
|
65.7K
$8.34M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.61K- 16.81% |
$199K - $215K
|
7.99K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 2.55% |
$201K - $216K
|
62.1K
$7.89M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.65K- 50.6% |
$204K - $220K
|
1.61K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.67K- 14.99% |
$206K - $222K
|
9.46K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.68K- 40.81% |
$208K - $224K
|
2.44K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 4.44% |
$213K - $229K
|
37.1K
$4.71M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.73K- 6.29% |
$214K - $231K
|
25.8K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.75K- 4.33% |
$216K - $232K
|
38.6K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.97K- 0.95% |
$243K - $261K
|
206K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.15K- 11.28% |
$266K - $286K
|
16.9K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.18K- 11.52% |
$269K - $289K
|
16.7K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.6K- 1.53% |
$322K - $346K
|
168K
$21.3M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.63K- 3.02% |
$325K - $350K
|
84.5K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.73K- 98.13% |
$338K - $364K
|
52
$6.6K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.76K- 0.16% |
$341K - $367K
|
1.7M
$216M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.78K- 9.75% |
$343K - $370K
|
25.7K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.4K- 0.95% |
$421K - $453K
|
353K
$44.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-3.51K- 6.95% |
$434K - $467K
|
47K
$5.96M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.6K- 38.91% |
$445K - $479K
|
5.65K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.95K- 69.29% |
$489K - $526K
|
1.75K
$222K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.8K- 42.14% |
$594K - $639K
|
6.6K
$837K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 0.79% |
$605K - $651K
|
616K
$78.2M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.99K- 29.18% |
$616K - $663K
|
12.1K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.31K- 7.65% |
$657K - $707K
|
64.2K
$8.14M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.66K- 5.26% |
$700K - $753K
|
102K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.83K- 28.53% |
$845K - $909K
|
17.1K
$2.17M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.53K- 17.73% |
$1.05M - $1.13M
|
39.6K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.96K- 0.79% |
$1.23M - $1.33M
|
1.26M
$159M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 0.84% |
$1.46M - $1.57M
|
1.39M
$176M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 47.9% |
$1.46M - $1.57M
|
12.9K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.9K- 68.44% |
$1.47M - $1.58M
|
5.48K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.9K- 16.06% |
$1.48M - $1.59M
|
62.4K
$7.92M
|