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 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
69+ 3.05% |
$8.93K - $9.51K
|
2.33K
$322K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
67New |
$8.67K - $9.24K
|
67
$9.25K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
60+ 0.52% |
$7.77K - $8.27K
|
11.7K
$1.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
52+ 0.77% |
$6.73K - $7.17K
|
6.8K
$939K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
40+ 1.11% |
$5.18K - $5.51K
|
3.63K
$502K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
27+ 0.5% |
$3.5K - $3.72K
|
5.39K
$745K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 0.35% |
$3.5K - $3.72K
|
7.69K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
20+ 0.51% |
$2.59K - $2.76K
|
3.97K
$548K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
17+ 0.84% |
$2.2K - $2.34K
|
2.05K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13+ 0.7% |
$1.68K - $1.79K
|
1.88K
$259K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 0.54% |
$1.42K - $1.52K
|
2.07K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
9+ 0.53% |
$1.17K - $1.24K
|
1.71K
$235K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$906 - $965
|
15.5K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7+ 0.01% |
$906 - $965
|
52.3K
$7.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5+ 0.28% |
$647 - $689
|
1.76K
$243K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
4+ 0.02% |
$518 - $551
|
22.4K
$3.1M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.48% |
$129 - $138
|
209
$28.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.35% |
$129 - $138
|
286
$39.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-3- 0.09% |
$388 - $414
|
3.33K
$460K
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-12- 0.34% |
$1.55K - $1.65K
|
3.56K
$492K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.08% |
$2.59K - $2.76K
|
25.5K
$3.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-29- 0.14% |
$3.75K - $4K
|
21.2K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 3.39% |
$6.47K - $6.89K
|
1.42K
$197K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-65- 1.69% |
$8.41K - $8.96K
|
3.78K
$522K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-68- 0.45% |
$8.8K - $9.37K
|
15.2K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-72- 1.84% |
$9.32K - $9.93K
|
3.85K
$532K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-75- 2.38% |
$9.71K - $10.3K
|
3.07K
$424K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-86- 1.76% |
$11.1K - $11.9K
|
4.8K
$663K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-113- 17.17% |
$14.6K - $15.6K
|
545
$75.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-130- 22.3% |
$16.8K - $17.9K
|
453
$62.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-179- 94.21% |
$23.2K - $24.7K
|
11
$1.52K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-211- 6.69% |
$27.3K - $29.1K
|
2.95K
$407K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-235- 3.65% |
$30.4K - $32.4K
|
6.21K
$857K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-277- 9.98% |
$35.9K - $38.2K
|
2.5K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-336- 10.74% |
$43.5K - $46.3K
|
2.79K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-360- 1.21% |
$46.6K - $49.6K
|
29.4K
$4.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-369- 2.74% |
$47.8K - $50.9K
|
13.1K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-384- 0.68% |
$49.7K - $52.9K
|
55.9K
$7.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-432- 3.86% |
$55.9K - $59.6K
|
10.8K
$1.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-449- 23.51% |
$58.1K - $61.9K
|
1.46K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-460- 9.05% |
$59.6K - $63.4K
|
4.62K
$638K
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
SELL
|
- |
-504- 24.1% |
$65.2K - $69.5K
|
1.59K
$219K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-543- 1.69% |
$70.3K - $74.9K
|
31.7K
$4.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-658- 16.04% |
$85.2K - $90.7K
|
3.44K
$476K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-678- 4.98% |
$87.8K - $93.5K
|
12.9K
$1.79M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-894- 1.01% |
$116K - $123K
|
88K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-985- 0.49% |
$128K - $136K
|
198K
$27.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.16K- 1.87% |
$150K - $159K
|
60.6K
$8.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 22.59% |
$194K - $206K
|
5.12K
$707K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.09K- 8.65% |
$529K - $563K
|
43.1K
$5.96M
|