Purchases and Sales Made in Q3 2025 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
193K+ 30.17% |
$25M - $26.6M
|
832K
$115M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
35.4K+ 518.42% |
$4.58M - $4.88M
|
42.2K
$5.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.4K+ 6.88% |
$2.89M - $3.08M
|
347K
$47.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
19.8K+ 6.25% |
$2.56M - $2.73M
|
336K
$46.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 61.52% |
$1.78M - $1.89M
|
36K
$4.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.2K+ 162.65% |
$1.71M - $1.82M
|
21.4K
$2.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
10.3K+ 16.17% |
$1.33M - $1.42M
|
74.1K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
9.39K+ 3.31% |
$1.22M - $1.29M
|
293K
$40.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.1K+ 9.04% |
$1.05M - $1.12M
|
97.7K
$13.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.92K+ 190.09% |
$896K - $954K
|
10.6K
$1.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
6.26K+ 4.73% |
$811K - $863K
|
139K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6.26K+ 15.31% |
$810K - $863K
|
47.1K
$6.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
5.23KNew |
$677K - $721K
|
5.23K
$722K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.04KNew |
$653K - $695K
|
5.04K
$696K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.8KNew |
$621K - $662K
|
4.8K
$663K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.05K+ 11.83% |
$524K - $558K
|
38.3K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4KNew |
$518K - $551K
|
4K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.74KNew |
$355K - $378K
|
2.74K
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
2.66K+ 0.73% |
$344K - $366K
|
366K
$50.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
2.43K+ 3.34% |
$314K - $335K
|
75.2K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
2.37K+ 4.45% |
$307K - $327K
|
55.8K
$7.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.01K+ 37.09% |
$260K - $277K
|
7.42K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.8K+ 18.64% |
$233K - $248K
|
11.5K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.57KNew |
$204K - $217K
|
1.57K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$194K - $207K
|
1.5K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.5K+ 30.24% |
$194K - $207K
|
6.46K
$892K
|
|
|
Oct 09, 2025
Q3 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.47KNew |
$190K - $203K
|
1.47K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.46KNew |
$189K - $201K
|
1.46K
$201K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.32K+ 15.71% |
$171K - $182K
|
9.72K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.31K+ 1.57% |
$170K - $181K
|
84.6K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.25K+ 1.15% |
$162K - $172K
|
110K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.18K+ 45.29% |
$153K - $163K
|
3.78K
$522K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.02K+ 0.6% |
$132K - $140K
|
171K
$23.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
978+ 4.1% |
$127K - $135K
|
24.8K
$3.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
971+ 4.3% |
$126K - $134K
|
23.5K
$3.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
969+ 3.46% |
$125K - $134K
|
28.9K
$4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
580+ 29.32% |
$75.1K - $80K
|
2.56K
$353K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
555+ 0.94% |
$71.9K - $76.5K
|
59.5K
$8.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
495+ 2.34% |
$64.1K - $68.2K
|
21.6K
$2.99M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
439New |
$56.8K - $60.5K
|
439
$60.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
416+ 14.67% |
$53.9K - $57.3K
|
3.25K
$449K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
393New |
$50.9K - $54.2K
|
393
$54.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
378+ 0.71% |
$48.9K - $52.1K
|
53.5K
$7.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
369+ 7.52% |
$47.8K - $50.9K
|
5.27K
$728K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
282+ 5.44% |
$36.5K - $38.9K
|
5.47K
$755K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
257+ 4.07% |
$33.3K - $35.4K
|
6.57K
$907K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
246New |
$31.8K - $33.9K
|
246
$34K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
224+ 38.03% |
$29K - $30.9K
|
813
$112K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
192+ 6.44% |
$24.9K - $26.5K
|
3.18K
$438K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
181+ 0.22% |
$23.4K - $25K
|
82K
$11.3M
|