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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.21K
$680K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$248 - $267
|
22.9K
$2.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.11% |
$248 - $267
|
1.81K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$248 - $267
|
6.87K
$897K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.26K
$686K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.23K
$683K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$248 - $267
|
309
$40.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$124 - $133
|
101
$13.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 0.04% |
$248 - $267
|
4.87K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.04% |
$1.24K - $1.33K
|
25.5K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.29% |
$1.86K - $2K
|
5.23K
$683K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-21- 0.11% |
$2.61K - $2.8K
|
19.1K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.91% |
$3.72K - $4K
|
3.27K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-34- 0.76% |
$4.22K - $4.54K
|
4.42K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-35- 1.76% |
$4.34K - $4.67K
|
1.95K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-40- 1.76% |
$4.96K - $5.34K
|
2.23K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.8% |
$4.96K - $5.34K
|
4.98K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-52- 2.46% |
$6.45K - $6.94K
|
2.06K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-54- 0.74% |
$6.7K - $7.21K
|
7.28K
$950K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-57- 2.43% |
$7.07K - $7.61K
|
2.29K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-69- 5.75% |
$8.56K - $9.21K
|
1.13K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-79- 3.79% |
$9.8K - $10.5K
|
2K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-87- 28.06% |
$10.8K - $11.6K
|
223
$29.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-87- 0.15% |
$10.8K - $11.6K
|
56.3K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-89- 2.43% |
$11K - $11.9K
|
3.58K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-122- 4.06% |
$15.1K - $16.3K
|
2.88K
$376K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-135- 0.67% |
$16.7K - $18K
|
20.1K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-147- 2.45% |
$18.2K - $19.6K
|
5.85K
$764K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-155- 1.15% |
$19.2K - $20.7K
|
13.3K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-170- 27.03% |
$21.1K - $22.7K
|
459
$59.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-170- 0.57% |
$21.1K - $22.7K
|
29.5K
$3.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-175- 16.7% |
$21.7K - $23.4K
|
873
$114K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-175- 4.49% |
$21.7K - $23.4K
|
3.72K
$485K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 42.23% |
$26.3K - $28.3K
|
290
$37.9K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-221- 0.27% |
$27.4K - $29.5K
|
83.1K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-246- 0.2% |
$30.5K - $32.8K
|
126K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-280- 2.01% |
$34.7K - $37.4K
|
13.7K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-301- 4.18% |
$37.3K - $40.2K
|
6.9K
$900K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-313- 1.98% |
$38.8K - $41.8K
|
15.5K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-358- 5.85% |
$44.4K - $47.8K
|
5.76K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-413- 3.69% |
$51.2K - $55.1K
|
10.8K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-440- 9.54% |
$54.6K - $58.7K
|
4.17K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-479- 1.22% |
$59.4K - $63.9K
|
38.9K
$5.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-498- 6.36% |
$61.8K - $66.5K
|
7.34K
$958K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-506- 1.67% |
$62.8K - $67.5K
|
29.8K
$3.89M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-600- 2.07% |
$74.4K - $80.1K
|
28.4K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-610- 5.98% |
$75.7K - $81.4K
|
9.6K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-622- 12.0% |
$77.2K - $83K
|
4.56K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-760- 15.92% |
$94.3K - $101K
|
4.02K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-873- 53.56% |
$108K - $117K
|
757
$98.8K
|