Purchases and Sales Made in Q2 2025 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
316KNew |
$36.3M - $41.5M
|
316K
$41.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52.3KNew |
$6.01M - $6.86M
|
52.3K
$6.93M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
14.8K+ 17.17% |
$1.7M - $1.94M
|
101K
$13.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
9.67K+ 2.73% |
$1.11M - $1.27M
|
363K
$48.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.61K+ 33.03% |
$989K - $1.13M
|
34.7K
$4.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.55K+ 4.43% |
$522K - $597K
|
107K
$14.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.53K+ 15.27% |
$521K - $595K
|
34.2K
$4.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.8K+ 6.34% |
$436K - $499K
|
63.8K
$8.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.36K+ 4.49% |
$386K - $441K
|
78.1K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.84KNew |
$326K - $372K
|
2.84K
$376K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.1K+ 9.23% |
$126K - $144K
|
13K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 32.1% |
$67.8K - $77.4K
|
2.43K
$322K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
295+ 6.16% |
$33.9K - $38.7K
|
5.08K
$673K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
198+ 0.52% |
$22.7K - $26K
|
38.6K
$5.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
157+ 5.56% |
$18K - $20.6K
|
2.98K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
70+ 1.82% |
$8.04K - $9.19K
|
3.92K
$520K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-15- 0.42% |
$1.72K - $1.97K
|
3.57K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-95- 2.49% |
$10.9K - $12.5K
|
3.72K
$492K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 10.61% |
$15.3K - $17.5K
|
1.12K
$148K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-169- 0.08% |
$19.4K - $22.2K
|
199K
$26.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-169- 1.1% |
$19.4K - $22.2K
|
15.2K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-665- 2.02% |
$76.4K - $87.3K
|
32.2K
$4.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 36.07% |
$429K - $490K
|
6.62K
$877K
|