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
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 32.1% |
$67.8K - $77.4K
|
2.43K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
570+ 4.92% |
$65.5K - $74.8K
|
12.2K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
550+ 9.99% |
$63.2K - $72.2K
|
6.06K
$836K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
519+ 4.31% |
$59.6K - $68.1K
|
12.6K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
514+ 685.33% |
$59K - $67.5K
|
589
$81.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
502+ 5.7% |
$57.7K - $65.9K
|
9.32K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
487+ 1.34% |
$55.9K - $63.9K
|
36.9K
$5.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
474+ 5.31% |
$54.4K - $62.2K
|
9.4K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
450+ 9.5% |
$51.7K - $59.1K
|
5.19K
$716K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
447+ 13.75% |
$51.3K - $58.7K
|
3.7K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
445+ 2.21% |
$51.1K - $58.4K
|
20.6K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
442+ 5.7% |
$50.8K - $58K
|
8.2K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
411+ 3.82% |
$47.2K - $53.9K
|
11.2K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
385+ 9.92% |
$44.2K - $50.5K
|
4.27K
$589K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
367+ 11.38% |
$42.2K - $48.2K
|
3.59K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
362+ 15.2% |
$41.6K - $47.5K
|
2.74K
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
325+ 11.52% |
$37.3K - $42.7K
|
3.15K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
314+ 4.57% |
$36.1K - $41.2K
|
7.19K
$993K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
311+ 3.92% |
$35.7K - $40.8K
|
8.24K
$1.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
295+ 6.16% |
$33.9K - $38.7K
|
5.08K
$702K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
291+ 14.92% |
$33.4K - $38.2K
|
2.24K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
286+ 16.36% |
$32.9K - $37.5K
|
2.03K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
285New |
$32.7K - $37.4K
|
285
$39.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
281New |
$32.3K - $36.9K
|
281
$38.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
275+ 7.71% |
$31.6K - $36.1K
|
3.84K
$531K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
275+ 2.03% |
$31.6K - $36.1K
|
13.8K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
255+ 0.74% |
$29.3K - $33.5K
|
34.8K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
254+ 10.41% |
$29.2K - $33.3K
|
2.7K
$372K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
253New |
$29.1K - $33.2K
|
253
$34.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
245New |
$28.1K - $32.2K
|
245
$33.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
240+ 11.85% |
$27.6K - $31.5K
|
2.27K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235+ 10.34% |
$27K - $30.8K
|
2.51K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
229New |
$26.3K - $30.1K
|
229
$31.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
229+ 0.18% |
$26.3K - $30.1K
|
126K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
221New |
$25.4K - $29K
|
221
$30.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
214+ 7.95% |
$24.6K - $28.1K
|
2.91K
$401K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
211+ 3.82% |
$24.2K - $27.7K
|
5.73K
$791K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
207+ 0.7% |
$23.8K - $27.2K
|
29.7K
$4.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
198+ 0.52% |
$22.7K - $26K
|
38.6K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
192+ 4.96% |
$22.1K - $25.2K
|
4.06K
$561K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
190New |
$21.8K - $24.9K
|
190
$26.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
179+ 3.58% |
$20.6K - $23.5K
|
5.18K
$715K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
173+ 2.31% |
$19.9K - $22.7K
|
7.66K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
159New |
$18.3K - $20.9K
|
159
$22K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
157+ 5.56% |
$18K - $20.6K
|
2.98K
$412K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
151+ 0.2% |
$17.3K - $19.8K
|
75.5K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
149+ 0.6% |
$17.1K - $19.6K
|
24.9K
$3.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
139+ 6.54% |
$16K - $18.2K
|
2.27K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
138New |
$15.9K - $18.1K
|
138
$19.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
117+ 2.44% |
$13.4K - $15.4K
|
4.9K
$677K
|