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 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-124- 1.83% |
$14.2K - $16.3K
|
6.64K
$916K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-128- 5.87% |
$14.7K - $16.8K
|
2.05K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-130- 1.63% |
$14.9K - $17.1K
|
7.86K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-132- 6.3% |
$15.2K - $17.3K
|
1.96K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 10.61% |
$15.3K - $17.5K
|
1.12K
$155K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-135- 1.86% |
$15.5K - $17.7K
|
7.13K
$984K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-136- 50.0% |
$15.6K - $17.9K
|
136
$18.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-154- 9.46% |
$17.7K - $20.2K
|
1.47K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.1% |
$19.4K - $22.2K
|
15.2K
$2.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-169- 0.08% |
$19.4K - $22.2K
|
199K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-183- 2.66% |
$21K - $24K
|
6.69K
$924K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-189- 8.41% |
$21.7K - $24.8K
|
2.06K
$284K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-200- 10.55% |
$23K - $26.3K
|
1.7K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-206- 0.2% |
$23.7K - $27K
|
103K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-210- 0.57% |
$24.1K - $27.6K
|
36.9K
$5.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-215- 4.77% |
$24.7K - $28.2K
|
4.3K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-227- 3.9% |
$26.1K - $29.8K
|
5.6K
$773K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-239- 2.74% |
$27.5K - $31.4K
|
8.5K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-240- 11.41% |
$27.6K - $31.5K
|
1.86K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-246- 2.16% |
$28.3K - $32.3K
|
11.1K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-247- 0.99% |
$28.4K - $32.4K
|
24.7K
$3.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-256- 1.37% |
$29.4K - $33.6K
|
18.5K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-258- 0.52% |
$29.6K - $33.9K
|
48.9K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-258- 6.38% |
$29.6K - $33.9K
|
3.79K
$523K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-260- 5.54% |
$29.9K - $34.1K
|
4.43K
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-272- 4.76% |
$31.2K - $35.7K
|
5.45K
$752K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-279- 0.94% |
$32K - $36.6K
|
29.5K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-284- 2.07% |
$32.6K - $37.3K
|
13.4K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-305- 15.27% |
$35K - $40K
|
1.69K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-305- 0.24% |
$35K - $40K
|
125K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-310- 1.14% |
$35.6K - $40.7K
|
26.8K
$3.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-329- 9.44% |
$37.8K - $43.2K
|
3.16K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-364- 7.62% |
$41.8K - $47.8K
|
4.42K
$610K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-367- 6.2% |
$42.2K - $48.2K
|
5.55K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-484- 11.32% |
$55.6K - $63.5K
|
3.79K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-487- 3.95% |
$55.9K - $63.9K
|
11.8K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-489- 7.72% |
$56.2K - $64.2K
|
5.85K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-499- 22.66% |
$57.3K - $65.5K
|
1.7K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-505- 3.02% |
$58K - $66.3K
|
16.2K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-512- 45.67% |
$58.8K - $67.2K
|
609
$84.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-512- 2.91% |
$58.8K - $67.2K
|
17.1K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-521- 1.11% |
$59.8K - $68.4K
|
46.4K
$6.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-585- 1.52% |
$67.2K - $76.8K
|
38K
$5.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-639- 0.31% |
$73.4K - $83.9K
|
203K
$28.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-665- 2.02% |
$76.4K - $87.3K
|
32.2K
$4.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-683- 6.19% |
$78.5K - $89.6K
|
10.4K
$1.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-733- 4.67% |
$84.2K - $96.2K
|
15K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
SELL
|
- |
-780- 10.36% |
$89.6K - $102K
|
6.75K
$932K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-816- 0.13% |
$93.7K - $107K
|
615K
$85M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-834- 17.3% |
$95.8K - $109K
|
3.99K
$551K
|