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 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.83K- 28.53% |
$845K - $909K
|
17.1K
$2.26M
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
1.55KNew |
$192K - $207K
|
1.55K
$205K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.2K- 8.96% |
$1.76M - $1.89M
|
145K
$19.1M
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
31New |
$3.83K - $4.12K
|
31
$4.1K
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-385- 2.02% |
$47.6K - $51.2K
|
18.7K
$2.47M
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
9+ 0.56% |
$1.11K - $1.2K
|
1.62K
$215K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 9.9% |
$225K - $242K
|
20.2K
$2.67M
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 10.89% |
$6.18K - $6.65K
|
409
$54K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 2.48% |
$2.93M - $3.15M
|
977K
$129M
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
100+ 2.06% |
$12.4K - $13.3K
|
4.96K
$655K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
272New |
$33.6K - $36.2K
|
272
$35.9K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
322+ 24.66% |
$39.8K - $42.8K
|
1.63K
$215K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-185- 1.0% |
$22.9K - $24.6K
|
18.2K
$2.41M
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.54K+ 12.49% |
$314K - $338K
|
22.9K
$3.02M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
322+ 10.28% |
$39.8K - $42.8K
|
3.46K
$457K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.8K- 47.9% |
$1.46M - $1.57M
|
12.9K
$1.7M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-50- 2.75% |
$6.18K - $6.65K
|
1.77K
$233K
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 0.12% |
$3.09K - $3.33K
|
20.1K
$2.66M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-612- 15.48% |
$75.6K - $81.4K
|
3.34K
$442K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 1.44% |
$330K - $355K
|
188K
$24.8M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 2.55% |
$201K - $216K
|
62.1K
$8.21M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.16K- 3.24% |
$143K - $154K
|
34.5K
$4.56M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.7K- 28.53% |
$1.69M - $1.82M
|
34.3K
$4.53M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
467K+ 3.26% |
$57.8M - $62.2M
|
14.8M
$1.96B
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
352+ 3.48% |
$43.5K - $46.8K
|
10.5K
$1.38M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 1.39% |
$151K - $163K
|
86.6K
$11.4M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-110- 4.93% |
$13.6K - $14.6K
|
2.12K
$280K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
577+ 10.02% |
$71.3K - $76.7K
|
6.34K
$837K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 1.48% |
$193K - $207K
|
107K
$14.2M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8K+ 25.52% |
$346K - $373K
|
13.8K
$1.82M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
29+ 0.18% |
$3.58K - $3.86K
|
15.7K
$2.08M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 16.25% |
$131K - $141K
|
5.46K
$721K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.24K+ 29.88% |
$400K - $430K
|
14.1K
$1.86M
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-678- 3.99% |
$83.8K - $90.2K
|
16.3K
$2.16M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.49K+ 3.21% |
$184K - $198K
|
47.9K
$6.33M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-4.99K- 29.18% |
$616K - $663K
|
12.1K
$1.6M
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-55- 0.69% |
$6.8K - $7.32K
|
7.9K
$1.04M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.2K+ 3.04% |
$272K - $293K
|
74.7K
$9.88M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.28KNew |
$528K - $569K
|
4.28K
$565K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
16New |
$1.98K - $2.13K
|
16
$2.11K
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
193+ 2.63% |
$23.9K - $25.7K
|
7.53K
$995K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
645+ 0.79% |
$79.7K - $85.8K
|
82.4K
$10.9M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
140+ 7.89% |
$17.3K - $18.6K
|
1.92K
$253K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5- 0.14% |
$618 - $665
|
3.67K
$484K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7+ 0.33% |
$865 - $931
|
2.16K
$285K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29K+ 52.04% |
$406K - $437K
|
9.61K
$1.27M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.4K- 10.67% |
$3.01M - $3.24M
|
204K
$26.9M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
139+ 69.15% |
$17.2K - $18.5K
|
340
$44.9K
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
5.45K+ 2.95% |
$674K - $725K
|
190K
$25.1M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 2.03% |
$38.4K - $41.4K
|
15.7K
$2.07M
|