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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
9.68K+ 5.15% |
$1.11M - $1.27M
|
198K
$27.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.67K+ 2.73% |
$1.11M - $1.27M
|
363K
$50.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.84K+ 18.77% |
$1.02M - $1.16M
|
56K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
8.82KNew |
$1.01M - $1.16M
|
8.82K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.76K+ 26.99% |
$1.01M - $1.15M
|
41.2K
$5.69M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.61K+ 33.03% |
$989K - $1.13M
|
34.7K
$4.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.5KNew |
$976K - $1.12M
|
8.5K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.07K+ 194.32% |
$927K - $1.06M
|
12.2K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
7.72K+ 47.19% |
$887K - $1.01M
|
24.1K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.06K+ 129.45% |
$811K - $927K
|
12.5K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.8KNew |
$782K - $893K
|
6.8K
$940K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
6.52K+ 7.91% |
$748K - $855K
|
88.9K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.51K+ 0.39% |
$748K - $855K
|
1.69M
$233M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.35K+ 64.17% |
$730K - $834K
|
16.3K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.34K+ 18.49% |
$728K - $832K
|
40.6K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.07KNew |
$698K - $797K
|
6.07K
$839K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.93K+ 1.86% |
$681K - $778K
|
325K
$44.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.78KNew |
$663K - $758K
|
5.78K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.76KNew |
$662K - $756K
|
5.76K
$795K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.04K+ 49.79% |
$579K - $662K
|
15.2K
$2.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.84K+ 28.96% |
$556K - $635K
|
21.6K
$2.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.73K+ 28.85% |
$544K - $621K
|
21.1K
$2.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.63K+ 2.91% |
$531K - $607K
|
164K
$22.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.55K+ 4.43% |
$522K - $597K
|
107K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.53K+ 15.27% |
$521K - $595K
|
34.2K
$4.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.51K+ 2095.35% |
$517K - $591K
|
4.72K
$652K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.41K+ 73433.33% |
$506K - $578K
|
4.41K
$609K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.4K+ 24.21% |
$505K - $577K
|
22.6K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.33K+ 5.49% |
$498K - $569K
|
83.2K
$11.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.1KNew |
$471K - $538K
|
4.1K
$566K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.07KNew |
$468K - $535K
|
4.07K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.8K+ 6.34% |
$436K - $499K
|
63.8K
$8.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.64KNew |
$418K - $477K
|
3.64K
$502K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.53K+ 3.3% |
$405K - $463K
|
111K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 4.49% |
$386K - $441K
|
78.1K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.19KNew |
$366K - $418K
|
3.19K
$440K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.15K+ 2.69% |
$362K - $413K
|
120K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.13K+ 27.14% |
$360K - $411K
|
14.7K
$2.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
3.08KNew |
$353K - $404K
|
3.08K
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$326K - $372K
|
2.84K
$392K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
2.81K+ 207.32% |
$322K - $368K
|
4.16K
$574K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.67KNew |
$306K - $350K
|
2.67K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.63K+ 1.59% |
$302K - $345K
|
168K
$23.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.54K+ 307.0% |
$292K - $334K
|
3.37K
$465K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.54K+ 13.62% |
$292K - $334K
|
21.2K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.54K+ 307.0% |
$292K - $334K
|
3.37K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.47K+ 24.54% |
$284K - $325K
|
12.5K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.35KNew |
$270K - $309K
|
2.35K
$325K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.3K+ 97.66% |
$264K - $301K
|
4.65K
$641K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.09KNew |
$240K - $274K
|
2.09K
$289K
|