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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
174+ 1.3% |
$21.5K - $23.1K
|
13.6K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195K+ 5.05% |
$24.1M - $26M
|
4.07M
$537M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-802- 6.47% |
$99.1K - $107K
|
11.6K
$1.53M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.6K- 55.64% |
$1.56M - $1.68M
|
10.1K
$1.33M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-44- 2.02% |
$5.44K - $5.85K
|
2.14K
$282K
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.11K+ 1.45% |
$261K - $281K
|
148K
$19.5M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.41K+ 282.82% |
$1.04M - $1.12M
|
11.4K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
14.6K+ 833.96% |
$1.81M - $1.94M
|
16.4K
$2.16M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.68K- 40.81% |
$208K - $224K
|
2.44K
$323K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.81KNew |
$224K - $241K
|
1.81K
$239K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.3K+ 143.58% |
$160K - $173K
|
2.2K
$291K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.13K+ 46.31% |
$387K - $417K
|
9.9K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-632- 13.86% |
$78.1K - $84.1K
|
3.93K
$519K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03KNew |
$251K - $270K
|
2.03K
$268K
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
40.5K+ 614.36% |
$5.01M - $5.39M
|
47.1K
$6.23M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.78K- 9.75% |
$343K - $370K
|
25.7K
$3.4M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7K+ 363.48% |
$865K - $931K
|
8.92K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-79- 2.05% |
$9.77K - $10.5K
|
3.77K
$498K
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.75K- 4.33% |
$216K - $232K
|
38.6K
$5.1M
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
215+ 2.69% |
$26.6K - $28.6K
|
8.22K
$1.09M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.6K- 38.91% |
$445K - $479K
|
5.65K
$746K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
300+ 150.0% |
$37.1K - $39.9K
|
500
$66.1K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 1.2% |
$152K - $163K
|
104K
$13.7M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-376- 5.19% |
$46.5K - $50K
|
6.87K
$908K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.46% |
$124 - $133
|
220
$29.1K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.39KNew |
$295K - $317K
|
2.39K
$315K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-164- 0.81% |
$20.3K - $21.8K
|
20.1K
$2.66M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-112- 4.07% |
$13.8K - $14.9K
|
2.64K
$349K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.15K+ 2.46% |
$513K - $552K
|
173K
$22.8M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-12- 0.44% |
$1.48K - $1.6K
|
2.69K
$356K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.84K+ 102.09% |
$845K - $909K
|
13.5K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.6K+ 10.07% |
$7.61M - $8.19M
|
673K
$89M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.34K+ 34.6% |
$1.03M - $1.11M
|
32.5K
$4.29M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-230- 1.95% |
$28.4K - $30.6K
|
11.5K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.26% |
$1.48K - $1.6K
|
4.67K
$617K
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
100KNew |
$12.4M - $13.3M
|
100K
$13.2M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
134+ 1.1% |
$16.6K - $17.8K
|
12.3K
$1.63M
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6- 0.21% |
$742 - $798
|
2.89K
$382K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.4K+ 6.17% |
$3.51M - $3.77M
|
489K
$64.6M
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
17.9K+ 257.38% |
$2.21M - $2.38M
|
24.8K
$3.28M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.9K- 16.06% |
$1.48M - $1.59M
|
62.4K
$8.25M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.15K- 11.28% |
$266K - $286K
|
16.9K
$2.24M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
2KNew |
$247K - $266K
|
2K
$264K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.84KNew |
$969K - $1.04M
|
7.84K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$500K - $538K
|
4.04K
$534K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.9K- 68.44% |
$1.47M - $1.58M
|
5.48K
$724K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.76K- 0.16% |
$341K - $367K
|
1.7M
$225M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 42.96% |
$227K - $244K
|
6.11K
$807K
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
141+ 0.57% |
$17.4K - $18.8K
|
25K
$3.3M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
994+ 13.68% |
$123K - $132K
|
8.26K
$1.09M
|