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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.94K+ 36.75% |
$981K - $1.06M
|
29.5K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.84KNew |
$969K - $1.04M
|
7.84K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.59K+ 10.0% |
$938K - $1.01M
|
83.5K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7K+ 363.48% |
$865K - $931K
|
8.92K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.84K+ 102.09% |
$845K - $909K
|
13.5K
$1.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.26K+ 1.08% |
$774K - $833K
|
589K
$78M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
6.25K+ 3.93% |
$773K - $832K
|
165K
$21.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.05K+ 6.83% |
$748K - $805K
|
94.7K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5.9K+ 168.49% |
$729K - $784K
|
9.4K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.59K+ 51.7% |
$691K - $744K
|
16.4K
$2.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
5.5K+ 5.93% |
$679K - $731K
|
98.2K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
5.45K+ 2.95% |
$674K - $725K
|
190K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.43KNew |
$672K - $723K
|
5.43K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.29K+ 5.49% |
$654K - $704K
|
102K
$13.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.89KNew |
$605K - $651K
|
4.89K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.78KNew |
$591K - $636K
|
4.78K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.73KNew |
$584K - $629K
|
4.73K
$626K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.7K+ 7.33% |
$581K - $625K
|
68.8K
$9.12M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.28KNew |
$528K - $569K
|
4.28K
$566K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.15KNew |
$513K - $552K
|
4.15K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.15K+ 2.46% |
$513K - $552K
|
173K
$22.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.05K+ 37.87% |
$501K - $539K
|
14.8K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$500K - $538K
|
4.04K
$536K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.9K+ 10.77% |
$482K - $519K
|
40.1K
$5.32M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.89K+ 5.45% |
$481K - $518K
|
75.3K
$9.97M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.66KNew |
$452K - $487K
|
3.66K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
3.55K+ 84.21% |
$438K - $472K
|
7.76K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3.44K+ 10.79% |
$425K - $457K
|
35.3K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.36K+ 1.43% |
$415K - $447K
|
238K
$31.5M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.29K+ 52.04% |
$406K - $437K
|
9.61K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
3.24K+ 29.88% |
$400K - $430K
|
14.1K
$1.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.23KNew |
$399K - $429K
|
3.23K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.13K+ 46.31% |
$387K - $417K
|
9.9K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3K+ 149.73% |
$371K - $399K
|
5K
$663K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.98KNew |
$368K - $396K
|
2.98K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.83K+ 1.53% |
$350K - $376K
|
188K
$24.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.82KNew |
$349K - $375K
|
2.82K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.8K+ 25.52% |
$346K - $373K
|
13.8K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.71K+ 137.02% |
$335K - $361K
|
4.69K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.7K+ 9.6% |
$334K - $360K
|
30.9K
$4.09M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.67K+ 1.44% |
$330K - $355K
|
188K
$24.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
2.6KNew |
$322K - $346K
|
2.6K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.56KNew |
$316K - $341K
|
2.56K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
2.54K+ 12.49% |
$314K - $338K
|
22.9K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.52K+ 2.11% |
$311K - $335K
|
122K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.39KNew |
$295K - $317K
|
2.39K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.38KNew |
$294K - $316K
|
2.38K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
2.3K+ 8.69% |
$284K - $306K
|
28.7K
$3.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$278K - $299K
|
2.25K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.57% |
$276K - $297K
|
393K
$52.1M
|