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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.02K+ 0.98% |
$231K - $264K
|
208K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.94KNew |
$223K - $254K
|
1.94K
$267K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.91KNew |
$219K - $251K
|
1.91K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.88K+ 13.65% |
$216K - $247K
|
15.7K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.82KNew |
$209K - $239K
|
1.82K
$251K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.79K+ 88.13% |
$206K - $235K
|
3.82K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.71K+ 45.5% |
$197K - $225K
|
5.48K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.71KNew |
$196K - $224K
|
1.71K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.7K+ 0.17% |
$195K - $223K
|
979K
$135M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.63K+ 63.48% |
$187K - $213K
|
4.19K
$578K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.57K+ 29.84% |
$180K - $206K
|
6.82K
$942K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55KNew |
$177K - $203K
|
1.55K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 1.43% |
$176K - $202K
|
109K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.46K+ 3.2% |
$167K - $191K
|
47K
$6.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 690.48% |
$167K - $190K
|
1.66K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.39KNew |
$159K - $182K
|
1.39K
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.47% |
$153K - $175K
|
284K
$39.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.2K+ 14.22% |
$138K - $158K
|
9.65K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.15K+ 1.05% |
$132K - $151K
|
111K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
1.1K+ 20.61% |
$126K - $144K
|
6.43K
$888K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.1K+ 9.23% |
$126K - $144K
|
13K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.09K+ 1.58% |
$125K - $142K
|
69.9K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.06KNew |
$122K - $139K
|
1.06K
$147K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.04K+ 3.63% |
$120K - $137K
|
29.8K
$4.11M
|
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
BUY
|
- |
1.04K+ 0.55% |
$120K - $137K
|
191K
$26.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
1.01KNew |
$116K - $133K
|
1.01K
$140K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.01K+ 29.18% |
$116K - $132K
|
4.46K
$616K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$115K - $131K
|
1K
$138K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
988+ 128.81% |
$113K - $130K
|
1.76K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
982+ 4.29% |
$113K - $129K
|
23.9K
$3.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
973+ 16216.67% |
$112K - $128K
|
979
$135K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
955+ 12.09% |
$110K - $125K
|
8.85K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
916+ 0.63% |
$105K - $120K
|
145K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
895+ 10.83% |
$103K - $117K
|
9.16K
$1.26M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
883New |
$101K - $116K
|
883
$122K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
874+ 3.24% |
$100K - $115K
|
27.8K
$3.84M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
810+ 2.4% |
$93K - $106K
|
34.6K
$4.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
781+ 3.06% |
$89.7K - $103K
|
26.3K
$3.63M
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
776+ 5.52% |
$89.1K - $102K
|
14.8K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
753+ 6.74% |
$86.5K - $98.8K
|
11.9K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
732+ 1.7% |
$84.1K - $96.1K
|
43.7K
$6.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
704+ 1.47% |
$80.9K - $92.4K
|
48.6K
$6.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
703+ 0.69% |
$80.8K - $92.3K
|
103K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
695+ 36.29% |
$79.8K - $91.2K
|
2.61K
$360K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
658New |
$75.6K - $86.4K
|
658
$90.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
653+ 6.24% |
$75K - $85.7K
|
11.1K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
632+ 5.98% |
$72.6K - $83K
|
11.2K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
625+ 1.19% |
$71.8K - $82K
|
53.1K
$7.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
600+ 1.67% |
$68.9K - $78.8K
|
36.5K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
595+ 0.29% |
$68.3K - $78.1K
|
204K
$28.1M
|