Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap Value (MGV)

This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2024. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Feb 07, 2025 Q4 2024	Wealthfront Advisers LLC	BUY	-	27.1M + 40868.2%	$3.36B - $3.62B	27.2M $3.6B
Feb 06, 2025 Q4 2024	Raymond James Financial Inc St. Petersburg, FL	BUY	-	674K New	$83.6M - $89.9M	674K $89.3M
Feb 06, 2025 Q4 2024	Assetmark, Inc	BUY	-	368K + 2.63%	$45.6M - $49.1M	14.3M $1.9B
Feb 14, 2025 Q4 2024	Ameriprise Financial Inc Minneapolis, MN	BUY	-	330K + 24.0%	$40.9M - $44M	1.7M $226M
Jan 27, 2025 Q4 2024	Strategic Financial Concepts, LLC San Antonio, TX	BUY	-	242K + 12397.79%	$30M - $32.3M	244K $32.3M
Feb 11, 2025 Q4 2024	Dechtman Wealth Management, LLC Centennial, CO	BUY	-	166K + 326.13%	$20.6M - $22.2M	217K $28.8M
Feb 14, 2025 Q4 2024	Bank Of America Corp Charlotte, NC	BUY	-	122K + 3.27%	$15.2M - $16.3M	3.87M $513M
Feb 14, 2025 Q4 2024	Warren Averett Asset Management, LLC Birmingham, AL	BUY	-	104K + 2115.37%	$12.9M - $13.9M	109K $14.4M
Feb 05, 2025 Q4 2024	Srs Capital Advisors, Inc. Denver, CO	BUY	-	75.9K New	$9.41M - $10.1M	75.9K $10.1M
Feb 05, 2025 Q4 2024	Modera Wealth Management, LLC	BUY	-	71.4K New	$8.86M - $9.53M	71.4K $9.46M
Feb 11, 2025 Q4 2024	Goldman Sachs Group Inc New York, NY	BUY	-	55.3K + 102.43%	$6.87M - $7.39M	109K $14.5M
Feb 11, 2025 Q4 2024	Lpl Financial LLC Fort Mill, SC	BUY	-	54.1K + 6.01%	$6.71M - $7.22M	953K $126M
Jan 15, 2025 Q4 2024	Merit Financial Group, LLC	BUY	-	42.1K + 7.79%	$5.23M - $5.62M	582K $77.2M
Feb 05, 2025 Q4 2024	Veridan Wealth LLC West Linn, OR	BUY	-	33.1K New	$4.1M - $4.41M	33.1K $4.38M
Feb 14, 2025 Q4 2024	Morgan Stanley New York, NY	BUY	-	32.7K + 1.16%	$4.05M - $4.36M	2.84M $377M
Feb 03, 2025 Q4 2024	Compass Planning Associates Inc Greenfield, MA	BUY	-	31.9K New	$3.95M - $4.25M	31.9K $4.22M
Feb 12, 2025 Q4 2024	Cibc Private Wealth Group, LLC	BUY	-	29.4K + 537.3%	$3.65M - $3.92M	34.9K $4.62M
Jan 29, 2025 Q4 2024	Life Planning Partners, Inc	BUY	-	28.9K New	$3.58M - $3.85M	28.9K $3.82M
Jan 10, 2025 Q4 2024	Wealth Enhancement Advisory Services, LLC	BUY	-	25.4K + 350.43%	$3.16M - $3.4M	32.7K $4.33M
Feb 04, 2025 Q4 2024	Apriem Advisors Irvine, CA	BUY	-	22.7K + 57.26%	$2.81M - $3.03M	62.3K $8.26M
Feb 13, 2025 Q4 2024	Blue Edge Capital, LLC Richmond, VA	BUY	-	20.9K + 13.98%	$2.59M - $2.79M	170K $22.6M
Jan 28, 2025 Q4 2024	Mfa Wealth Advisors, LLC Pittsburgh, PA	BUY	-	19.5K + 18.75%	$2.42M - $2.6M	123K $16.4M
Feb 11, 2025 Q4 2024	Grantvest Financial Group LLC Matawan, NJ	BUY	-	19.1K New	$2.37M - $2.55M	19.1K $2.53M
Jan 29, 2025 Q4 2024	Wealthcare Capital Partners, LLC West Chester, PA	BUY	-	18.8K New	$2.33M - $2.5M	18.8K $2.49M
Jan 22, 2025 Q4 2024	Foundations Investment Advisors, LLC	BUY	-	18.4K New	$2.28M - $2.46M	18.4K $2.44M
Jan 31, 2025 Q4 2024	Atria Wealth Solutions, Inc. New York, NY	BUY	-	17.2K + 16.88%	$2.14M - $2.3M	119K $15.8M
Jan 15, 2025 Q4 2024	Hb Wealth Management, LLC	BUY	-	15.8K + 21.67%	$1.96M - $2.11M	88.7K $11.8M
Feb 05, 2025 Q4 2024	Noble Wealth Management Pbc Greenwood Village, CO	BUY	-	14.7K New	$1.82M - $1.96M	14.7K $1.95M
Feb 10, 2025 Q4 2024	Commonwealth Equity Services, LLC	BUY	-	13.7K + 4.9%	$1.69M - $1.82M	292K $38.8M
Feb 13, 2025 Q4 2024	Finward Bancorp Munster, IN	BUY	-	13.4K New	$1.66M - $1.79M	13.4K $1.77M
Jan 13, 2025 Q4 2024	Breakwater Capital Group Paramus, NJ	BUY	-	12.3K + 19.28%	$1.52M - $1.64M	75.9K $10.1M
Feb 10, 2025 Q4 2024	Creative Financial Designs Inc	BUY	-	11.7K + 45.89%	$1.45M - $1.56M	37.2K $4.93M
Jan 16, 2025 Q4 2024	Colorado Capital Management, Inc.	BUY	-	11.5K + 81.99%	$1.43M - $1.54M	25.5K $3.38M
Jan 29, 2025 Q4 2024	Leavell Investment Management, Inc.	BUY	-	11.4K + 8.37%	$1.41M - $1.52M	147K $19.5M
Feb 14, 2025 Q4 2024	Cary Street Partners Financial LLC Richmond, VA	BUY	-	11.3K New	$1.4M - $1.51M	11.3K $1.5M
Feb 04, 2025 Q4 2024	Black Diamond Financial, LLC	BUY	-	11.2K + 1.62%	$1.38M - $1.49M	701K $92.9M
Jan 22, 2025 Q4 2024	Strategic Investment Advisors Farmington Hills, MI	BUY	-	10.9K + 4.29%	$1.35M - $1.46M	265K $35.2M
Feb 10, 2025 Q4 2024	Ci Private Wealth, LLC Miami, FL	BUY	-	10.9K + 166.88%	$1.35M - $1.45M	17.4K $2.3M
Feb 26, 2025 Q4 2024	Life Wealth Investments, LLC Winter Garden, FL	BUY	-	10.8K New	$1.34M - $1.44M	10.8K $1.43M
Feb 14, 2025 Q4 2024	Ifg Advisory, LLC	BUY	-	10K New	$1.24M - $1.33M	10K $1.33M
Feb 14, 2025 Q4 2024	Integrated Wealth Concepts LLC	BUY	-	9.92K + 77.59%	$1.23M - $1.32M	22.7K $3.01M
Feb 10, 2025 Q4 2024	Kestra Advisory Services, LLC	BUY	-	9.74K + 3.25%	$1.21M - $1.3M	309K $41M
Feb 12, 2025 Q4 2024	Wells Fargo & Company San Francisco, CA	BUY	-	9.1K + 1.52%	$1.13M - $1.22M	609K $80.8M
Jan 22, 2025 Q4 2024	Fsc Wealth Advisors, LLC	BUY	-	8.67K + 19.25%	$1.08M - $1.16M	53.7K $7.12M
Feb 05, 2025 Q4 2024	Jones Financial Companies Lllp	BUY	-	8K + 50.14%	$992K - $1.07M	24K $3.17M
Feb 10, 2025 Q4 2024	Vsm Wealth Advisory, LLC Hunt Valley, MD	BUY	-	7.95K New	$987K - $1.06M	7.95K $1.05M
Jan 28, 2025 Q4 2024	Bryn Mawr Trust CO Bryn Mawr, PA	BUY	-	7.58K + 482.68%	$940K - $1.01M	9.15K $1.21M
Jan 31, 2025 Q4 2024	D.A. Davidson & Co.	BUY	-	7.07K + 7.14%	$877K - $944K	106K $14.1M
Feb 19, 2025 Q4 2024	Arq Wealth Advisors, LLC	BUY	-	7.06K + 8.74%	$875K - $942K	87.8K $11.6M
Feb 11, 2025 Q4 2024	Graney & King, LLC Latham, NY	BUY	-	6.95K New	$862K - $927K	6.95K $921K

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P - Open market or private purchase×

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F - Payment of exercise price or tax liability×

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E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

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W - Acquisition or disposition by will or laws×

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K - Transaction in equity swap or similar instrument×

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Account

Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap Value (MGV)

27.1M

674K

368K

330K

242K

166K

122K

104K

75.9K

71.4K

55.3K

54.1K

42.1K

33.1K

32.7K

31.9K

29.4K

28.9K

25.4K

22.7K

20.9K

19.5K

19.1K

18.8K

18.4K

17.2K

15.8K

14.7K

13.7K

13.4K

12.3K

11.7K

11.5K

11.4K

11.3K

11.2K

10.9K

10.9K

10.8K

10K

9.92K

9.74K

9.1K

8.67K

8K

7.95K

7.58K

7.07K

7.06K

6.95K

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