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 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 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-911- 15.58% |
$118K - $126K
|
4.94K
$682K
|
|
|
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 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.47K- 11.32% |
$191K - $203K
|
11.5K
$1.59M
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.38K- 20.06% |
$696K - $742K
|
21.4K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-7.12K- 21.43% |
$921K - $981K
|
26.1K
$3.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-8.19K- 23.63% |
$1.06M - $1.13M
|
26.5K
$3.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-15.7K- 6.64% |
$2.04M - $2.17M
|
221K
$30.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-18K- 10.72% |
$2.33M - $2.48M
|
150K
$20.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-28.7K- 41.29% |
$3.71M - $3.95M
|
40.8K
$5.63M
|