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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
112+ 0.83% |
$12.9K - $14.7K
|
13.6K
$1.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
107+ 22.48% |
$12.3K - $14K
|
583
$80.5K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
94+ 100.0% |
$10.8K - $12.3K
|
188
$26K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
90+ 3.41% |
$10.3K - $11.8K
|
2.73K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
82+ 1.02% |
$9.42K - $10.8K
|
8.11K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
73+ 0.4% |
$8.39K - $9.58K
|
18.3K
$2.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
70+ 1.82% |
$8.04K - $9.19K
|
3.92K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
69+ 0.83% |
$7.93K - $9.06K
|
8.4K
$1.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55+ 0.25% |
$6.32K - $7.22K
|
21.7K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
50+ 0.97% |
$5.74K - $6.56K
|
5.21K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46+ 0.09% |
$5.28K - $6.04K
|
52.8K
$7.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
44New |
$5.05K - $5.78K
|
44
$6.08K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
40+ 1.82% |
$4.59K - $5.25K
|
2.23K
$309K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
34+ 0.17% |
$3.91K - $4.46K
|
20.2K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
28+ 0.51% |
$3.22K - $3.68K
|
5.47K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
11+ 0.03% |
$1.26K - $1.44K
|
34.6K
$4.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10+ 0.62% |
$1.15K - $1.31K
|
1.63K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10+ 0.01% |
$1.15K - $1.31K
|
103K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10+ 0.46% |
$1.15K - $1.31K
|
2.19K
$302K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10+ 0.52% |
$1.15K - $1.31K
|
1.93K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$1.03K - $1.18K
|
28K
$3.86M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
BUY
|
- |
4+ 0.2% |
$459 - $525
|
1.96K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4+ 0.05% |
$459 - $525
|
8.22K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1+ 0.04% |
$115 - $131
|
2.59K
$358K
|
|
|
Sep 02, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$115 - $131
|
53.1K
$7.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4- 0.98% |
$459 - $525
|
405
$55.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.02% |
$459 - $525
|
18.3K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7- 0.22% |
$804 - $919
|
3.13K
$432K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14- 4.49% |
$1.61K - $1.84K
|
298
$41.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-15- 1.03% |
$1.72K - $1.97K
|
1.44K
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-15- 0.42% |
$1.72K - $1.97K
|
3.57K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15- 33.33% |
$1.72K - $1.97K
|
30
$4.14K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16- 0.25% |
$1.84K - $2.1K
|
6.31K
$872K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-16- 4.32% |
$1.84K - $2.1K
|
354
$48.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-18- 2.83% |
$2.07K - $2.36K
|
618
$85.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.94% |
$2.3K - $2.63K
|
2.1K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-24- 0.65% |
$2.76K - $3.15K
|
3.64K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-35- 67.31% |
$4.02K - $4.59K
|
17
$2.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 0.18% |
$4.02K - $4.59K
|
18.9K
$2.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-39- 0.78% |
$4.48K - $5.12K
|
4.95K
$683K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-48- 0.74% |
$5.51K - $6.3K
|
6.44K
$890K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-48- 0.59% |
$5.51K - $6.3K
|
8.14K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-48- 2.13% |
$5.51K - $6.3K
|
2.2K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-48- 0.1% |
$5.51K - $6.3K
|
46.9K
$6.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-52- 2.36% |
$5.97K - $6.83K
|
2.15K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-95- 2.49% |
$10.9K - $12.5K
|
3.72K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-100- 11.86% |
$11.5K - $13.1K
|
743
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-101- 0.18% |
$11.6K - $13.3K
|
56.2K
$7.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-121- 0.54% |
$13.9K - $15.9K
|
22.4K
$3.1M
|