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
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-873- 53.56% |
$108K - $117K
|
757
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-882- 0.8% |
$109K - $118K
|
109K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-882- 22.87% |
$109K - $118K
|
2.97K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-965- 1.65% |
$120K - $129K
|
57.4K
$7.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1K- 6.01% |
$124K - $134K
|
15.7K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 2.18% |
$127K - $136K
|
45.8K
$6.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.03K- 53.14% |
$127K - $137K
|
904
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.08K- 0.21% |
$134K - $144K
|
506K
$67.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.18K- 3.44% |
$147K - $158K
|
33.1K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.2K- 12.27% |
$149K - $160K
|
8.6K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.39K- 5.47% |
$172K - $185K
|
24K
$3.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.51K- 0.94% |
$188K - $202K
|
159K
$21M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.61K- 12.77% |
$199K - $215K
|
11K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.69K- 4.01% |
$209K - $225K
|
40.3K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.72K- 3.88% |
$213K - $229K
|
42.6K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.76K- 2.43% |
$219K - $235K
|
70.7K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-1.81K- 1.12% |
$224K - $241K
|
159K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.91K- 3.64% |
$236K - $254K
|
50.5K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.23K- 9.9% |
$277K - $298K
|
20.3K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.31K- 43.89% |
$287K - $309K
|
2.96K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.7K- 19.53% |
$335K - $360K
|
11.1K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.97K- 4.42% |
$368K - $396K
|
64.1K
$8.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3K- 58.02% |
$372K - $400K
|
2.17K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-3.09K- 6.57% |
$383K - $412K
|
43.9K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.16K- 2.99% |
$392K - $422K
|
102K
$13.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.25K- 20.68% |
$404K - $434K
|
12.5K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-5K- 11.53% |
$620K - $667K
|
38.4K
$5.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.19K- 4.52% |
$644K - $693K
|
110K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.72K- 14.4% |
$710K - $764K
|
34K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.7K- 21.34% |
$832K - $895K
|
24.7K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.91K- 1.74% |
$857K - $922K
|
391K
$51.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.3K- 4.11% |
$906K - $974K
|
170K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-7.98K- 10.3% |
$989K - $1.06M
|
69.5K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.95K- 3.93% |
$1.11M - $1.2M
|
219K
$29M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-9.96K- 5.11% |
$1.24M - $1.33M
|
185K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-11.2K- 28.96% |
$1.39M - $1.5M
|
27.5K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.5K- 70.21% |
$2.05M - $2.2M
|
7K
$928K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-17K- 86.16% |
$2.1M - $2.26M
|
2.73K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-17.6K- 10.63% |
$2.18M - $2.35M
|
148K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.5K- 9.07% |
$2.29M - $2.47M
|
185K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-21.2K- 24.03% |
$2.64M - $2.84M
|
67.2K
$8.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-23.3K- 6.13% |
$2.89M - $3.11M
|
357K
$47.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.2K- 3.91% |
$3.13M - $3.37M
|
621K
$82.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
SELL
|
- |
-26.9K- 12.72% |
$3.34M - $3.59M
|
185K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-29.2K- 1.62% |
$3.63M - $3.9M
|
1.77M
$235M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.5K- 7.81% |
$4.4M - $4.73M
|
419K
$55.5M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-101K- 28.28% |
$12.5M - $13.4M
|
255K
$33.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-151K- 9.75% |
$18.8M - $20.2M
|
1.4M
$185M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-198K- 99.15% |
$24.5M - $26.4M
|
1.7K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-242K- 99.15% |
$30M - $32.3M
|
2.08K
$276K
|