Latest Institutional Transactions on Vanguard Mega Cap Value (MGV)
This table provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.8K- 53.55% |
$321K - $367K
|
2.43K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
13.9K+ 33.17% |
$1.59M - $1.82M
|
55.7K
$7.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
988+ 128.81% |
$113K - $130K
|
1.76K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18.5K+ 96.2% |
$2.13M - $2.43M
|
37.8K
$4.99M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-975- 0.57% |
$112K - $128K
|
170K
$22.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-7- 0.22% |
$804 - $919
|
3.13K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-512- 2.91% |
$58.8K - $67.2K
|
17.1K
$2.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.8K+ 37.63% |
$4.68M - $5.35M
|
149K
$19.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.08K- 46.99% |
$353K - $404K
|
3.47K
$459K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
19.5K+ 19.91% |
$2.25M - $2.57M
|
118K
$15.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.2KNew |
$1.98M - $2.26M
|
17.2K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
114KNew |
$13.1M - $15M
|
114K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-111K- 97.37% |
$12.8M - $14.6M
|
3.01K
$397K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
72.7KNew |
$8.36M - $9.55M
|
72.7K
$9.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-189- 8.41% |
$21.7K - $24.8K
|
2.06K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-240- 11.41% |
$27.6K - $31.5K
|
1.86K
$246K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-329- 9.44% |
$37.8K - $43.2K
|
3.16K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
50.4K+ 8.57% |
$5.79M - $6.62M
|
639K
$84.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-848- 8.31% |
$97.4K - $111K
|
9.36K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-50.3K- 46.05% |
$5.78M - $6.6M
|
59K
$7.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
SELL
|
- |
-2.11K- 5.98% |
$243K - $277K
|
33.2K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
658New |
$75.6K - $86.4K
|
658
$87K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-48- 0.59% |
$5.51K - $6.3K
|
8.14K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
139+ 6.54% |
$16K - $18.2K
|
2.27K
$299K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.13K- 32.99% |
$589K - $673K
|
10.4K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.01K- 1.0% |
$116K - $133K
|
101K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.28K- 7.33% |
$261K - $299K
|
28.8K
$3.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.93K- 5.99% |
$452K - $516K
|
61.8K
$8.16M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-48- 0.74% |
$5.51K - $6.3K
|
6.44K
$851K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
55+ 0.25% |
$6.32K - $7.22K
|
21.7K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
107+ 22.48% |
$12.3K - $14K
|
583
$77K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 0.47% |
$153K - $175K
|
284K
$37.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.9K- 26.39% |
$1.94M - $2.22M
|
47.2K
$6.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
12.4KNew |
$1.43M - $1.63M
|
12.4K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.51K- 23.23% |
$173K - $198K
|
4.99K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.11K- 5.4% |
$587K - $671K
|
89.6K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
286+ 16.36% |
$32.9K - $37.5K
|
2.03K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.47K- 3.99% |
$398K - $455K
|
83.3K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-200- 10.55% |
$23K - $26.3K
|
1.7K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
2.54K+ 13.62% |
$292K - $334K
|
21.2K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.51K+ 2095.35% |
$517K - $591K
|
4.72K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$1.03K - $1.18K
|
28K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.63K+ 1.59% |
$302K - $345K
|
168K
$22.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 8.65% |
$1.24M - $1.42M
|
136K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-135- 1.86% |
$15.5K - $17.7K
|
7.13K
$942K
|
|
|
Jul 15, 2025
Q2 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.04K+ 3.63% |
$120K - $137K
|
29.8K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.5KNew |
$976K - $1.12M
|
8.5K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-990- 1.2% |
$114K - $130K
|
81.8K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-48- 2.13% |
$5.51K - $6.3K
|
2.2K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-310- 1.14% |
$35.6K - $40.7K
|
26.8K
$3.54M
|