Wealthspire Advisors, LLC Vanguard Mega Cap Value Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 90,026 shares of MGV stock, worth $12.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

90,026

Previous 132,914 32.27%

Holding current value

$12.5 Million

Previous $17.4 Million 28.89%

% of portfolio

0.07%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$129.46 - $137.85 $5.55 Million - $5.91 Million	-42,888 Reduced 32.27%	90,026 $12.4 Million
Q2 2025 Aug 11, 2025	SELL	$114.87 - $131.25 $2.34 Million - $2.67 Million	-20,352 Reduced 13.28%	132,914 $17.4 Million
Q1 2025 May 09, 2025	BUY	$123.61 - $133.01 $9.59 Million - $10.3 Million	77,566 Added 102.46%	153,266 $19.7 Million
Q4 2024 Feb 03, 2025	BUY	$124.06 - $133.48 $245,762 - $264,423	1,981 Added 2.69%	75,700 $9.46 Million
Q3 2024 Nov 13, 2024	BUY	$118.0 - $128.28 $8.7 Million - $9.46 Million	73,719 New	73,719 $9.46 Million

Others Institutions Holding MGV

# of Institutions

560

Shares Held

55.4M

Call Options Held

13.5K

Put Options Held

2.4K

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Wealthspire Advisors, LLC Vanguard Mega Cap Value Transaction History