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
|
- |
674KNew |
$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
|
- |
75.9KNew |
$9.41M - $10.1M
|
75.9K
$10.1M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71.4KNew |
$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
|
- |
33.1KNew |
$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
|
- |
31.9KNew |
$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
|
- |
28.9KNew |
$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
|
- |
19.1KNew |
$2.37M - $2.55M
|
19.1K
$2.53M
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.8KNew |
$2.33M - $2.5M
|
18.8K
$2.49M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.4KNew |
$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
|
- |
14.7KNew |
$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
|
- |
13.4KNew |
$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
|
- |
11.3KNew |
$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
|
- |
10.8KNew |
$1.34M - $1.44M
|
10.8K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$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
|
- |
7.95KNew |
$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
|
- |
6.95KNew |
$862K - $927K
|
6.95K
$921K
|