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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-86.1K- 4.86% |
$10.6M - $11.4M
|
1.68M
$222M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 61.32% |
$156K - $168K
|
3.33K
$440K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.41K- 11.32% |
$175K - $188K
|
11.1K
$1.46M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.71K+ 137.02% |
$335K - $361K
|
4.69K
$620K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-18- 0.08% |
$2.22K - $2.39K
|
23.6K
$3.12M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
951+ 0.76% |
$118K - $126K
|
126K
$16.6M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.3K- 1.82% |
$1.52M - $1.63M
|
661K
$87.4M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
542+ 11.32% |
$67K - $72.1K
|
5.33K
$705K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.73K- 98.13% |
$338K - $364K
|
52
$6.87K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
760+ 44.42% |
$93.9K - $101K
|
2.47K
$327K
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
368+ 1.08% |
$45.5K - $48.9K
|
34.6K
$4.57M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
67.7K+ 61.89% |
$8.36M - $9M
|
177K
$23.4M
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-135- 3.36% |
$16.7K - $18K
|
3.88K
$513K
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
8.75K+ 9.29% |
$1.08M - $1.16M
|
103K
$13.6M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
242K+ 51.57% |
$30M - $32.2M
|
713K
$94.2M
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-115- 24.47% |
$14.2K - $15.3K
|
355
$46.9K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
882+ 16.94% |
$109K - $117K
|
6.09K
$805K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$223K - $240K
|
1.8K
$238K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
77.6K+ 102.46% |
$9.59M - $10.3M
|
153K
$20.3M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-280- 2.47% |
$34.6K - $37.2K
|
11K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.52K+ 2.11% |
$311K - $335K
|
122K
$16.1M
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.18KNew |
$270K - $290K
|
2.18K
$288K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-26- 7.69% |
$3.21K - $3.46K
|
312
$41.2K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
321+ 3.95% |
$39.7K - $42.7K
|
8.45K
$1.12M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
21+ 0.15% |
$2.6K - $2.79K
|
13.7K
$1.81M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.15KNew |
$513K - $552K
|
4.15K
$549K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.5K+ 9.05% |
$3.27M - $3.52M
|
319K
$42.1M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.96K- 0.79% |
$1.23M - $1.33M
|
1.26M
$166M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
7+ 0.52% |
$865 - $931
|
1.35K
$179K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-56.6K- 51.76% |
$7M - $7.53M
|
52.8K
$6.97M
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5.9K+ 168.49% |
$729K - $784K
|
9.4K
$1.24M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.26K- 99.53% |
$156K - $168K
|
6
$793
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.43KNew |
$672K - $723K
|
5.43K
$718K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
164New |
$20.3K - $21.8K
|
164
$21.7K
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
360+ 7.13% |
$44.5K - $47.9K
|
5.41K
$715K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.7K+ 7.33% |
$581K - $625K
|
68.8K
$9.1M
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-143- 0.75% |
$17.7K - $19K
|
18.9K
$2.5M
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.38KNew |
$294K - $316K
|
2.38K
$314K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.22K+ 23.89% |
$274K - $295K
|
11.5K
$1.52M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
94New |
$11.6K - $12.5K
|
94
$12.4K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
10.1KNew |
$1.25M - $1.35M
|
10.1K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.98KNew |
$368K - $396K
|
2.98K
$393K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.6K- 1.53% |
$322K - $346K
|
168K
$22.2M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-611- 3.58% |
$75.5K - $81.3K
|
16.5K
$2.18M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
116+ 2.38% |
$14.3K - $15.4K
|
4.99K
$659K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.55K+ 84.21% |
$438K - $472K
|
7.76K
$1.03M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.22% |
$1.48K - $1.6K
|
5.45K
$720K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89K+ 5.45% |
$481K - $518K
|
75.3K
$9.95M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-992- 15.88% |
$123K - $132K
|
5.26K
$694K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-314- 12.49% |
$38.8K - $41.8K
|
2.2K
$291K
|