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
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-882- 0.8% |
$109K - $118K
|
109K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.08K- 0.21% |
$134K - $144K
|
506K
$66.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.18K- 3.44% |
$147K - $158K
|
33.1K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.2K- 12.27% |
$149K - $160K
|
8.6K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.39K- 5.47% |
$172K - $185K
|
24K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.51K- 0.94% |
$188K - $202K
|
159K
$20.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.61K- 12.77% |
$199K - $215K
|
11K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.72K- 3.88% |
$213K - $229K
|
42.6K
$5.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.76K- 2.43% |
$219K - $235K
|
70.7K
$9.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.81K- 1.12% |
$224K - $241K
|
159K
$20.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.91K- 3.64% |
$236K - $254K
|
50.5K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.97K- 4.42% |
$368K - $396K
|
64.1K
$8.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3K- 58.02% |
$372K - $400K
|
2.17K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-3.09K- 6.57% |
$383K - $412K
|
43.9K
$5.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.25K- 20.68% |
$404K - $434K
|
12.5K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-5K- 11.53% |
$620K - $667K
|
38.4K
$5.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.19K- 4.52% |
$644K - $693K
|
110K
$14.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.72K- 14.4% |
$710K - $764K
|
34K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.3K- 4.11% |
$906K - $974K
|
170K
$22.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.98K- 10.3% |
$989K - $1.06M
|
69.5K
$9.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-11.2K- 28.96% |
$1.39M - $1.5M
|
27.5K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17K- 86.16% |
$2.1M - $2.26M
|
2.73K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-17.6K- 10.63% |
$2.18M - $2.35M
|
148K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.5K- 9.07% |
$2.29M - $2.47M
|
185K
$24.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-21.2K- 24.03% |
$2.64M - $2.84M
|
67.2K
$8.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-23.3K- 6.13% |
$2.89M - $3.11M
|
357K
$46.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.2K- 3.91% |
$3.13M - $3.37M
|
621K
$81.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-26.9K- 12.72% |
$3.34M - $3.59M
|
185K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-101K- 28.28% |
$12.5M - $13.4M
|
255K
$33.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-198K- 99.15% |
$24.5M - $26.4M
|
1.7K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-242K- 99.15% |
$30M - $32.3M
|
2.08K
$272K
|