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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.07K+ 7.14% |
$877K - $944K
|
106K
$12.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
7.06K+ 8.74% |
$875K - $942K
|
87.8K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6.95KNew |
$862K - $927K
|
6.95K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.78K+ 10.04% |
$841K - $905K
|
74.3K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.7KNew |
$831K - $894K
|
6.7K
$806K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.51K+ 12.73% |
$807K - $868K
|
57.6K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.41K+ 1.38% |
$795K - $855K
|
470K
$56.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
6.28K+ 7.14% |
$778K - $838K
|
94.2K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.19KNew |
$767K - $826K
|
6.19K
$744K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.12K+ 2.19% |
$759K - $817K
|
286K
$34.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.79K+ 0.46% |
$718K - $772K
|
1.27M
$152M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.77K+ 60.28% |
$716K - $770K
|
15.3K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$708K - $762K
|
5.71K
$687K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.66K+ 2.47% |
$703K - $756K
|
235K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.55KNew |
$689K - $741K
|
5.55K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.47K+ 5.47% |
$679K - $730K
|
106K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.38K+ 17.76% |
$668K - $718K
|
35.7K
$4.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.33K+ 50.05% |
$661K - $711K
|
16K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.32K+ 3.25% |
$660K - $710K
|
169K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.21K+ 37.55% |
$646K - $695K
|
19.1K
$2.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.21KNew |
$646K - $695K
|
5.21K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.08K+ 5.8% |
$630K - $678K
|
92.7K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.04KNew |
$625K - $672K
|
5.04K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4.79KNew |
$594K - $639K
|
4.79K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.61K+ 99.35% |
$572K - $615K
|
9.25K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.27KNew |
$530K - $570K
|
4.27K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
4.24K+ 4.07% |
$526K - $566K
|
108K
$13.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.21K+ 32.71% |
$523K - $562K
|
17.1K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
4.21KNew |
$522K - $562K
|
4.21K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
4.15KNew |
$515K - $554K
|
4.15K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.13K+ 0.91% |
$512K - $551K
|
460K
$55.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.08KNew |
$506K - $544K
|
4.08K
$491K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
$503K - $541K
|
4.06K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.81KNew |
$473K - $509K
|
3.81K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.73K+ 52.48% |
$462K - $497K
|
10.8K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.7K+ 8.31% |
$459K - $494K
|
48.2K
$5.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
3.63KNew |
$450K - $485K
|
3.63K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54K+ 3.81% |
$439K - $473K
|
96.4K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.5KNew |
$434K - $467K
|
3.5K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.5KNew |
$434K - $467K
|
3.5K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.49K+ 3.32% |
$433K - $466K
|
109K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.46K+ 1.03% |
$430K - $462K
|
341K
$41.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.29K+ 44.44% |
$408K - $439K
|
10.7K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3.29K+ 153.45% |
$408K - $439K
|
5.43K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.28K+ 0.54% |
$407K - $438K
|
612K
$73.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.27KNew |
$405K - $436K
|
3.27K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.21K+ 10.34% |
$398K - $428K
|
34.2K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85K+ 17.76% |
$353K - $380K
|
18.9K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.72K+ 6.02% |
$338K - $364K
|
48K
$5.77M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$338K - $363K
|
2.72K
$328K
|