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 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-848- 8.31% |
$97.4K - $111K
|
9.36K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-969- 5.93% |
$111K - $127K
|
15.4K
$2.12M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-975- 0.57% |
$112K - $128K
|
170K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-990- 1.2% |
$114K - $130K
|
81.8K
$11.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-996- 29.93% |
$114K - $131K
|
2.33K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.01K- 3.78% |
$116K - $132K
|
25.6K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.01K- 1.0% |
$116K - $133K
|
101K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.02K- 6.5% |
$117K - $133K
|
14.6K
$2.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 39.57% |
$149K - $170K
|
1.98K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.3K- 8.83% |
$150K - $171K
|
13.4K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.37K- 0.57% |
$157K - $180K
|
237K
$32.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.51K- 23.23% |
$173K - $198K
|
4.99K
$689K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.55K- 45.18% |
$178K - $203K
|
1.88K
$259K
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 1.2% |
$233K - $267K
|
168K
$23.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.06K- 56.39% |
$237K - $271K
|
1.6K
$220K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-2.11K- 5.98% |
$243K - $277K
|
33.2K
$4.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.2K- 2.6% |
$253K - $289K
|
82.3K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.21K- 39.11% |
$254K - $290K
|
3.44K
$475K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.23K- 5.99% |
$256K - $293K
|
35K
$4.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.28K- 7.33% |
$261K - $299K
|
28.8K
$3.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.67K- 1.59% |
$306K - $350K
|
165K
$22.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.77K- 4.87% |
$318K - $363K
|
54K
$7.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.8K- 53.55% |
$321K - $367K
|
2.43K
$335K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.08K- 46.99% |
$353K - $404K
|
3.47K
$479K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.47K- 3.99% |
$398K - $455K
|
83.3K
$11.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 36.07% |
$429K - $490K
|
6.62K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.93K- 5.99% |
$452K - $516K
|
61.8K
$8.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.06K- 23.74% |
$467K - $533K
|
13.1K
$1.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.42K- 44.95% |
$507K - $580K
|
5.41K
$747K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.48K- 99.87% |
$515K - $588K
|
6
$829
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.61K- 17.85% |
$529K - $604K
|
21.2K
$2.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.06K- 39.34% |
$582K - $665K
|
7.81K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.11K- 5.4% |
$587K - $671K
|
89.6K
$12.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.13K- 32.99% |
$589K - $673K
|
10.4K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-5.29K- 55.92% |
$608K - $694K
|
4.17K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.89K- 9.44% |
$677K - $773K
|
56.5K
$7.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.99K- 1.84% |
$688K - $786K
|
320K
$44.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-9.25K- 5.36% |
$1.06M - $1.21M
|
163K
$22.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 5.53% |
$1.19M - $1.36M
|
177K
$24.5M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.5K- 52.49% |
$1.32M - $1.51M
|
10.4K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-13.8K- 18.41% |
$1.58M - $1.81M
|
61K
$8.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.7K- 64.47% |
$1.69M - $1.93M
|
8.1K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.9K- 3.06% |
$1.72M - $1.96M
|
474K
$65.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-15.1K- 10.23% |
$1.74M - $1.98M
|
132K
$18.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 13.13% |
$1.83M - $2.1M
|
106K
$14.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.9K- 26.39% |
$1.94M - $2.22M
|
47.2K
$6.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-18.2K- 89.78% |
$2.09M - $2.38M
|
2.07K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-20.4K- 13.28% |
$2.34M - $2.67M
|
133K
$18.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.8K- 2.61% |
$3.77M - $4.3M
|
1.22M
$169M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-50.3K- 46.05% |
$5.78M - $6.6M
|
59K
$8.14M
|