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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.3K- 1.82% |
$1.52M - $1.63M
|
661K
$84M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.6K- 55.64% |
$1.56M - $1.68M
|
10.1K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 28.53% |
$1.69M - $1.82M
|
34.3K
$4.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-14.1K- 35.13% |
$1.74M - $1.88M
|
26.1K
$3.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.2K- 8.96% |
$1.76M - $1.89M
|
145K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-15.2K- 26.71% |
$1.88M - $2.03M
|
41.8K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.9K- 7.25% |
$1.96M - $2.11M
|
203K
$25.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-16.9K- 2.41% |
$2.09M - $2.25M
|
684K
$86.9M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-22.8K- 47.18% |
$2.81M - $3.03M
|
25.5K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.4K- 10.67% |
$3.01M - $3.24M
|
204K
$25.9M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.6K- 51.76% |
$7M - $7.53M
|
52.8K
$6.7M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-84.5K- 33.12% |
$10.4M - $11.2M
|
171K
$21.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-86.1K- 4.86% |
$10.6M - $11.4M
|
1.68M
$214M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-141K- 95.48% |
$17.5M - $18.8M
|
6.68K
$848K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174K- 51.01% |
$21.5M - $23.2M
|
167K
$21.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-334K- 65.91% |
$41.3M - $44.4M
|
173K
$21.9M
|