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 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-54- 0.74% |
$6.7K - $7.21K
|
7.28K
$965K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-57- 2.43% |
$7.07K - $7.61K
|
2.29K
$304K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-66- 0.82% |
$8.19K - $8.81K
|
8.03K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-68- 18.28% |
$8.44K - $9.08K
|
304
$40.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-69- 5.75% |
$8.56K - $9.21K
|
1.13K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-77- 2.84% |
$9.55K - $10.3K
|
2.63K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-79- 3.79% |
$9.8K - $10.5K
|
2K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-87- 28.06% |
$10.8K - $11.6K
|
223
$29.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-87- 0.15% |
$10.8K - $11.6K
|
56.3K
$7.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-89- 2.43% |
$11K - $11.9K
|
3.58K
$475K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-92- 1.25% |
$11.4K - $12.3K
|
7.27K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95- 98.96% |
$11.8K - $12.7K
|
1
$133
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-95- 0.2% |
$11.8K - $12.7K
|
46.4K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-122- 4.06% |
$15.1K - $16.3K
|
2.88K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-128- 1.99% |
$15.9K - $17.1K
|
6.32K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-132- 3.01% |
$16.4K - $17.6K
|
4.25K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-133- 6.06% |
$16.5K - $17.8K
|
2.06K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-135- 0.67% |
$16.7K - $18K
|
20.1K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-147- 2.45% |
$18.2K - $19.6K
|
5.85K
$776K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-155- 1.15% |
$19.2K - $20.7K
|
13.3K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-170- 27.03% |
$21.1K - $22.7K
|
459
$60.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-170- 0.57% |
$21.1K - $22.7K
|
29.5K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-175- 16.7% |
$21.7K - $23.4K
|
873
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-175- 4.49% |
$21.7K - $23.4K
|
3.72K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-187- 1.65% |
$23.2K - $25K
|
11.2K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 42.23% |
$26.3K - $28.3K
|
290
$38.4K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-221- 0.27% |
$27.4K - $29.5K
|
83.1K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-233- 2.83% |
$28.9K - $31.1K
|
8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 14.37% |
$29.9K - $32.2K
|
1.44K
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-246- 0.2% |
$30.5K - $32.8K
|
126K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-259- 0.53% |
$32.1K - $34.6K
|
48.4K
$6.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-280- 2.01% |
$34.7K - $37.4K
|
13.7K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-301- 4.18% |
$37.3K - $40.2K
|
6.9K
$914K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-313- 1.98% |
$38.8K - $41.8K
|
15.5K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-326- 2.61% |
$40.4K - $43.5K
|
12.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-339- 1.99% |
$42.1K - $45.2K
|
16.7K
$2.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-358- 5.85% |
$44.4K - $47.8K
|
5.76K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-413- 3.69% |
$51.2K - $55.1K
|
10.8K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-440- 9.54% |
$54.6K - $58.7K
|
4.17K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-473- 18.78% |
$58.7K - $63.1K
|
2.05K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-479- 1.22% |
$59.4K - $63.9K
|
38.9K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-491- 2.0% |
$60.9K - $65.5K
|
24.1K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-498- 6.36% |
$61.8K - $66.5K
|
7.34K
$972K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-506- 1.67% |
$62.8K - $67.5K
|
29.8K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-517- 3.93% |
$64.1K - $69K
|
12.6K
$1.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-600- 2.07% |
$74.4K - $80.1K
|
28.4K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-610- 5.98% |
$75.7K - $81.4K
|
9.6K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-622- 12.0% |
$77.2K - $83K
|
4.56K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-729- 2.49% |
$90.4K - $97.3K
|
28.5K
$3.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-760- 15.92% |
$94.3K - $101K
|
4.02K
$532K
|