Latest Institutional Purchases of Vanguard Mega Cap Value (MGV)
This list provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
674KNew |
$83.6M - $89.9M
|
674K
$88.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
368K+ 2.63% |
$45.6M - $49.1M
|
14.3M
$1.88B
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
75.9KNew |
$9.41M - $10.1M
|
75.9K
$9.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
71.4KNew |
$8.86M - $9.53M
|
71.4K
$9.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
42.1K+ 7.79% |
$5.23M - $5.62M
|
582K
$76.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
33.1KNew |
$4.1M - $4.41M
|
33.1K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
31.9KNew |
$3.95M - $4.25M
|
31.9K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
28.9KNew |
$3.58M - $3.85M
|
28.9K
$3.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4K+ 350.43% |
$3.16M - $3.4M
|
32.7K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
22.7K+ 57.26% |
$2.81M - $3.03M
|
62.3K
$8.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19.5K+ 18.75% |
$2.42M - $2.6M
|
123K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.8KNew |
$2.33M - $2.5M
|
18.8K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.4KNew |
$2.28M - $2.46M
|
18.4K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.2K+ 16.88% |
$2.14M - $2.3M
|
119K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.8K+ 21.67% |
$1.96M - $2.11M
|
88.7K
$11.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
14.7KNew |
$1.82M - $1.96M
|
14.7K
$1.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 19.28% |
$1.52M - $1.64M
|
75.9K
$9.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.5K+ 81.99% |
$1.43M - $1.54M
|
25.5K
$3.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.4K+ 8.37% |
$1.41M - $1.52M
|
147K
$19.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
11.2K+ 1.62% |
$1.38M - $1.49M
|
701K
$92.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.9K+ 4.29% |
$1.35M - $1.46M
|
265K
$34.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 19.25% |
$1.08M - $1.16M
|
53.7K
$7.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8K+ 50.14% |
$992K - $1.07M
|
24K
$3.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.58K+ 482.68% |
$940K - $1.01M
|
9.15K
$1.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.07K+ 7.14% |
$877K - $944K
|
106K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.51K+ 12.73% |
$807K - $868K
|
57.6K
$7.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.19KNew |
$767K - $826K
|
6.19K
$813K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.79K+ 0.46% |
$718K - $772K
|
1.27M
$166M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.77K+ 60.28% |
$716K - $770K
|
15.3K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.66K+ 2.47% |
$703K - $756K
|
235K
$30.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.47K+ 5.47% |
$679K - $730K
|
106K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.38K+ 17.76% |
$668K - $718K
|
35.7K
$4.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.33K+ 50.05% |
$661K - $711K
|
16K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.21KNew |
$646K - $695K
|
5.21K
$684K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.08K+ 5.8% |
$630K - $678K
|
92.7K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
4.24K+ 4.07% |
$526K - $566K
|
108K
$14.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.08KNew |
$506K - $544K
|
4.08K
$536K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.7K+ 8.31% |
$459K - $494K
|
48.2K
$6.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54K+ 3.81% |
$439K - $473K
|
96.4K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.49K+ 3.32% |
$433K - $466K
|
109K
$14.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.27KNew |
$405K - $436K
|
3.27K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.72K+ 6.02% |
$338K - $364K
|
48K
$6.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 14.58% |
$328K - $352K
|
20.7K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.57K+ 9.11% |
$319K - $343K
|
30.8K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 2.93% |
$308K - $332K
|
87.2K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$302K - $325K
|
2.44K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.37KNew |
$294K - $317K
|
2.37K
$312K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.35K+ 35.19% |
$292K - $314K
|
9.04K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 17.55% |
$283K - $305K
|
15.3K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.15KNew |
$267K - $287K
|
2.15K
$283K
|