Purchases and Sales Made in Q2 2025 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
316KNew |
$36.3M - $41.5M
|
316K
$42.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
114KNew |
$13.1M - $15M
|
114K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
111K+ 3698.0% |
$12.8M - $14.6M
|
114K
$15.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
72.7KNew |
$8.36M - $9.55M
|
72.7K
$9.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52.3KNew |
$6.01M - $6.86M
|
52.3K
$6.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
50.4K+ 8.57% |
$5.79M - $6.62M
|
639K
$85.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.8K+ 37.63% |
$4.68M - $5.35M
|
149K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
19.5K+ 19.91% |
$2.25M - $2.57M
|
118K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18.5K+ 96.2% |
$2.13M - $2.43M
|
37.8K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.2KNew |
$1.98M - $2.26M
|
17.2K
$2.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
14.8K+ 17.17% |
$1.7M - $1.94M
|
101K
$13.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
13.9K+ 33.17% |
$1.59M - $1.82M
|
55.7K
$7.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
12.4KNew |
$1.43M - $1.63M
|
12.4K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 8.65% |
$1.24M - $1.42M
|
136K
$18.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.67K+ 2.73% |
$1.11M - $1.27M
|
363K
$48.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.61K+ 33.03% |
$989K - $1.13M
|
34.7K
$4.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.5KNew |
$976K - $1.12M
|
8.5K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.84K+ 28.96% |
$556K - $635K
|
21.6K
$2.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.55K+ 4.43% |
$522K - $597K
|
107K
$14.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.53K+ 15.27% |
$521K - $595K
|
34.2K
$4.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.51K+ 2095.35% |
$517K - $591K
|
4.72K
$630K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.1KNew |
$471K - $538K
|
4.1K
$547K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.8K+ 6.34% |
$436K - $499K
|
63.8K
$8.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 4.49% |
$386K - $441K
|
78.1K
$10.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.15K+ 2.69% |
$362K - $413K
|
120K
$16.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
3.08KNew |
$353K - $404K
|
3.08K
$410K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$326K - $372K
|
2.84K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.63K+ 1.59% |
$302K - $345K
|
168K
$22.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.54K+ 13.62% |
$292K - $334K
|
21.2K
$2.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.91KNew |
$219K - $251K
|
1.91K
$255K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.57K+ 29.84% |
$180K - $206K
|
6.82K
$910K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.47% |
$153K - $175K
|
284K
$37.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.1K+ 9.23% |
$126K - $144K
|
13K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.04K+ 3.63% |
$120K - $137K
|
29.8K
$3.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.01K+ 29.18% |
$116K - $132K
|
4.46K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
988+ 128.81% |
$113K - $130K
|
1.76K
$234K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
703+ 0.69% |
$80.8K - $92.3K
|
103K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
658New |
$75.6K - $86.4K
|
658
$87.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
632+ 5.98% |
$72.6K - $83K
|
11.2K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 32.1% |
$67.8K - $77.4K
|
2.43K
$324K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
550+ 9.99% |
$63.2K - $72.2K
|
6.06K
$808K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
367+ 11.38% |
$42.2K - $48.2K
|
3.59K
$479K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
325+ 11.52% |
$37.3K - $42.7K
|
3.15K
$420K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
295+ 6.16% |
$33.9K - $38.7K
|
5.08K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
291+ 14.92% |
$33.4K - $38.2K
|
2.24K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
286+ 16.36% |
$32.9K - $37.5K
|
2.03K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
275+ 7.71% |
$31.6K - $36.1K
|
3.84K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
240+ 11.85% |
$27.6K - $31.5K
|
2.27K
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
229+ 0.18% |
$26.3K - $30.1K
|
126K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
211+ 3.82% |
$24.2K - $27.7K
|
5.73K
$764K
|