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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
514+ 64.9% |
$63.8K - $68.6K
|
1.31K
$170K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.32% |
$2.98K - $3.2K
|
7.44K
$967K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-101K- 28.28% |
$12.5M - $13.4M
|
255K
$33.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.25K- 20.68% |
$404K - $434K
|
12.5K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-35- 1.76% |
$4.34K - $4.67K
|
1.95K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54K+ 3.81% |
$439K - $473K
|
96.4K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$992 - $1.07K
|
15.5K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.8% |
$4.96K - $5.34K
|
4.98K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16New |
$1.98K - $2.14K
|
16
$2.08K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 2.93% |
$308K - $332K
|
87.2K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
132New |
$16.4K - $17.6K
|
132
$17.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-5K- 11.53% |
$620K - $667K
|
38.4K
$4.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
160New |
$19.8K - $21.4K
|
160
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.8K+ 5.1% |
$224K - $241K
|
37.2K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-246- 0.2% |
$30.5K - $32.8K
|
126K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.66K+ 2.47% |
$703K - $756K
|
235K
$30.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.61K- 12.77% |
$199K - $215K
|
11K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-170- 0.57% |
$21.1K - $22.7K
|
29.5K
$3.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-1.18K- 3.44% |
$147K - $158K
|
33.1K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.5K+ 81.99% |
$1.43M - $1.54M
|
25.5K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$248 - $267
|
6.87K
$893K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
22+ 0.56% |
$2.73K - $2.94K
|
3.92K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.7K+ 8.31% |
$459K - $494K
|
48.2K
$6.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
236+ 0.87% |
$29.3K - $31.5K
|
27.2K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.75KNew |
$217K - $233K
|
1.75K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.19K- 4.52% |
$644K - $693K
|
110K
$14.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-301- 4.18% |
$37.3K - $40.2K
|
6.9K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
722+ 6.28% |
$89.6K - $96.4K
|
12.2K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.15KNew |
$267K - $287K
|
2.15K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-212- 42.23% |
$26.3K - $28.3K
|
290
$37.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
42.1K+ 7.79% |
$5.23M - $5.62M
|
582K
$75.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 0.04% |
$248 - $267
|
4.87K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.8K+ 21.67% |
$1.96M - $2.11M
|
88.7K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 17.55% |
$283K - $305K
|
15.3K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
65+ 0.56% |
$8.06K - $8.68K
|
11.6K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
236+ 12.97% |
$29.3K - $31.5K
|
2.06K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.03K+ 2.64% |
$128K - $138K
|
40.2K
$5.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.04% |
$1.24K - $1.33K
|
25.5K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-198K- 99.15% |
$24.5M - $26.4M
|
1.7K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
4.24K+ 4.07% |
$526K - $566K
|
108K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.4% |
$1.24K - $1.33K
|
2.51K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$302K - $325K
|
2.44K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 19.28% |
$1.52M - $1.64M
|
75.9K
$9.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$248 - $267
|
309
$40.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
389+ 10.86% |
$48.3K - $51.9K
|
3.97K
$516K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4K+ 350.43% |
$3.16M - $3.4M
|
32.7K
$4.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81New |
$10K - $10.8K
|
81
$10.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-313- 1.98% |
$38.8K - $41.8K
|
15.5K
$2.01M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-600- 2.07% |
$74.4K - $80.1K
|
28.4K
$3.69M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.11K - $2.27K
|
17
$2.21K
|