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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
311+ 18.45% |
$38.4K - $41.4K
|
2K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24+ 1.68% |
$2.97K - $3.19K
|
1.45K
$192K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12K+ 8.18% |
$1.49M - $1.6M
|
159K
$21M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19K+ 13.7% |
$271K - $291K
|
18.2K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-16.9K- 2.41% |
$2.09M - $2.25M
|
684K
$90.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
558+ 13.09% |
$69K - $74.2K
|
4.82K
$637K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.61K- 16.81% |
$199K - $215K
|
7.99K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-149- 0.81% |
$18.4K - $19.8K
|
18.3K
$2.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
76+ 0.14% |
$9.39K - $10.1K
|
56.4K
$7.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-162- 1.91% |
$20K - $21.5K
|
8.33K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
9+ 0.38% |
$1.11K - $1.2K
|
2.38K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.7K+ 9.6% |
$334K - $360K
|
30.9K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.2KNew |
$272K - $293K
|
2.2K
$291K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
867+ 9.67% |
$107K - $115K
|
9.83K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.78KNew |
$591K - $636K
|
4.78K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-545- 13.72% |
$67.4K - $72.5K
|
3.43K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.94K+ 36.75% |
$981K - $1.06M
|
29.5K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-144- 14.34% |
$17.8K - $19.2K
|
860
$114K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 0.84% |
$1.46M - $1.57M
|
1.39M
$183M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-348- 1.52% |
$43K - $46.3K
|
22.6K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
141New |
$17.4K - $18.8K
|
141
$18.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-602- 2.21% |
$74.4K - $80.1K
|
26.6K
$3.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
SELL
|
- |
-3.51K- 6.95% |
$434K - $467K
|
47K
$6.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
67+ 1.52% |
$8.28K - $8.91K
|
4.49K
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-268- 4.33% |
$33.1K - $35.6K
|
5.92K
$782K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 6.46% |
$4.57K - $4.92K
|
610
$80.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-822- 19.79% |
$102K - $109K
|
3.33K
$440K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
297New |
$36.7K - $39.5K
|
297
$39.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
370New |
$45.7K - $49.2K
|
370
$48.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.58% |
$1.48K - $1.6K
|
2.09K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 1.16% |
$152K - $163K
|
107K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-751- 2.02% |
$92.8K - $99.9K
|
36.4K
$4.81M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
208New |
$25.7K - $27.7K
|
208
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.5K+ 33.81% |
$1.42M - $1.53M
|
45.5K
$6.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
871+ 47.21% |
$108K - $116K
|
2.72K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-150- 5.2% |
$18.5K - $20K
|
2.73K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$247 - $266
|
6.88K
$909K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.67K+ 3.8% |
$206K - $222K
|
45.6K
$6.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-553- 50.0% |
$68.4K - $73.6K
|
553
$73.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-107- 18.07% |
$13.2K - $14.2K
|
485
$64.1K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56KNew |
$316K - $341K
|
2.56K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50New |
$6.18K - $6.65K
|
50
$6.61K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
23.8K+ 8.98% |
$2.95M - $3.17M
|
289K
$38.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-5- 0.23% |
$618 - $665
|
2.15K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
48+ 0.13% |
$5.93K - $6.38K
|
37.3K
$4.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 0.79% |
$605K - $651K
|
616K
$81.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
456+ 11.25% |
$56.4K - $60.7K
|
4.51K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.36K+ 1.43% |
$415K - $447K
|
238K
$31.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.6KNew |
$197K - $212K
|
1.6K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
20New |
$2.47K - $2.66K
|
20
$2.64K
|