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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.24% |
$149K - $160K
|
52.5K
$6.94M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.57% |
$276K - $297K
|
393K
$52M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-600- 25.59% |
$74.2K - $79.8K
|
1.75K
$231K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.1% |
$247 - $266
|
1.95K
$258K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 31.87% |
$143K - $154K
|
4.79K
$633K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
343+ 339.6% |
$42.4K - $45.6K
|
444
$58.7K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
287+ 5.49% |
$35.5K - $38.2K
|
5.52K
$729K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.66KNew |
$452K - $487K
|
3.66K
$484K
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
11.3K+ 84.65% |
$1.39M - $1.5M
|
24.6K
$3.25M
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.6KNew |
$322K - $346K
|
2.6K
$344K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-334K- 65.91% |
$41.3M - $44.4M
|
173K
$22.8M
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.59K+ 51.7% |
$691K - $744K
|
16.4K
$2.17M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
159+ 7.81% |
$19.7K - $21.1K
|
2.19K
$290K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
69+ 2.17% |
$8.53K - $9.18K
|
3.25K
$430K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
80+ 49.08% |
$9.89K - $10.6K
|
243
$32.1K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.89KNew |
$605K - $651K
|
4.89K
$647K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-489- 8.35% |
$60.4K - $65K
|
5.37K
$709K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-299- 3.31% |
$37K - $39.8K
|
8.74K
$1.15M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
67.8KNew |
$8.38M - $9.02M
|
67.8K
$8.96M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-922- 3.25% |
$114K - $123K
|
27.5K
$3.63M
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
21+ 0.54% |
$2.6K - $2.79K
|
3.95K
$521K
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.82KNew |
$224K - $242K
|
1.82K
$240K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-38- 3.36% |
$4.7K - $5.05K
|
1.09K
$144K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
307+ 1.04% |
$37.9K - $40.8K
|
29.8K
$3.94M
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
123New |
$15.2K - $16.4K
|
123
$16.3K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-919- 6.25% |
$114K - $122K
|
13.8K
$1.82M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$865 - $931
|
15.5K
$2.05M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-145- 18.57% |
$17.9K - $19.3K
|
636
$84K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-141K- 95.48% |
$17.5M - $18.8M
|
6.68K
$883K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
157New |
$19.4K - $20.9K
|
157
$20.7K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152New |
$18.8K - $20.2K
|
152
$20.1K
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
63+ 0.54% |
$7.79K - $8.38K
|
11.6K
$1.54M
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.82KNew |
$349K - $375K
|
2.82K
$373K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$247 - $266
|
311
$41.1K
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
50+ 31.25% |
$6.18K - $6.65K
|
210
$27.8K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
186K+ 111.42% |
$23.1M - $24.9M
|
353K
$46.7M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
38.5KNew |
$4.78M - $5.14M
|
38.5K
$5.09M
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150New |
$18.6K - $20K
|
150
$19.8K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$338K - $363K
|
2.72K
$360K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.13% |
$372 - $400
|
2.35K
$310K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12New |
$1.49K - $1.6K
|
12
$1.59K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$1.24M - $1.33M
|
10K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250+ 316.46% |
$31K - $33.4K
|
329
$43.5K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
12New |
$1.49K - $1.6K
|
12
$1.59K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.5KNew |
$310K - $334K
|
2.5K
$330K
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-187- 1.65% |
$23.2K - $25K
|
11.2K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95- 98.96% |
$11.8K - $12.7K
|
1
$132
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
511New |
$63.4K - $68.2K
|
511
$67.5K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1+ 0.12% |
$124 - $133
|
828
$109K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
77New |
$9.55K - $10.3K
|
77
$10.2K
|