Purchases and Sales Made in Q1 2025 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MEGA CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
2.11K+ 1.45% |
$261K - $281K
|
148K
$19.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 1.7% |
$260K - $280K
|
126K
$16.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.1KNew |
$260K - $280K
|
2.1K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.03KNew |
$251K - $270K
|
2.03K
$269K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.02KNew |
$250K - $269K
|
2.02K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.9KNew |
$234K - $252K
|
1.9K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.84KNew |
$227K - $244K
|
1.84K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.84K+ 42.96% |
$227K - $244K
|
6.11K
$809K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 9.9% |
$225K - $242K
|
20.2K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.82KNew |
$224K - $242K
|
1.82K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.81KNew |
$224K - $241K
|
1.81K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$223K - $240K
|
1.8K
$239K
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.76K+ 10.38% |
$217K - $233K
|
18.7K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.67K+ 3.8% |
$206K - $222K
|
45.6K
$6.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.61K+ 18.73% |
$199K - $214K
|
10.2K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.6KNew |
$197K - $212K
|
1.6K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.59K+ 43.54% |
$196K - $211K
|
5.23K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 1.48% |
$193K - $207K
|
107K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.56KNew |
$192K - $207K
|
1.56K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
1.55KNew |
$192K - $207K
|
1.55K
$206K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.53K+ 30.65% |
$189K - $203K
|
6.5K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.49K+ 3.21% |
$184K - $198K
|
47.9K
$6.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.49K+ 16.34% |
$184K - $198K
|
10.6K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 34.55% |
$182K - $195K
|
5.72K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.3K+ 143.58% |
$160K - $173K
|
2.2K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.27K+ 61.32% |
$156K - $168K
|
3.33K
$441K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.23K+ 1.16% |
$152K - $163K
|
107K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.23K+ 1.2% |
$152K - $163K
|
104K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 31.87% |
$143K - $154K
|
4.79K
$634K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.11KNew |
$137K - $147K
|
1.11K
$147K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.09K+ 2.38% |
$135K - $145K
|
46.9K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1K+ 2.87% |
$124K - $133K
|
35.9K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
994+ 13.68% |
$123K - $132K
|
8.26K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
977+ 0.9% |
$121K - $130K
|
110K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
951+ 0.76% |
$118K - $126K
|
126K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
882+ 16.94% |
$109K - $117K
|
6.09K
$807K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
871+ 47.21% |
$108K - $116K
|
2.72K
$360K
|
|
|
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
|
Truist Financial Corp
|
BUY
|
- |
866+ 4.17% |
$107K - $115K
|
21.6K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
820+ 1.7% |
$101K - $109K
|
49.2K
$6.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
813+ 0.75% |
$100K - $108K
|
109K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
760+ 44.42% |
$93.9K - $101K
|
2.47K
$327K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
645+ 0.79% |
$79.7K - $85.8K
|
82.4K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
577+ 10.02% |
$71.3K - $76.7K
|
6.34K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
558+ 13.09% |
$69K - $74.2K
|
4.82K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
542+ 11.32% |
$67K - $72.1K
|
5.33K
$706K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
519+ 8.69% |
$64.2K - $69K
|
6.49K
$860K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
456+ 11.25% |
$56.4K - $60.7K
|
4.51K
$598K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
421+ 0.99% |
$52K - $56K
|
43K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
394+ 13.32% |
$48.7K - $52.4K
|
3.35K
$444K
|