Purchases and Sales Made in Q4 2024 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
242K+ 12397.79% |
$30M - $32.3M
|
244K
$31.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
42.1K+ 7.79% |
$5.23M - $5.62M
|
582K
$75.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
28.9KNew |
$3.58M - $3.85M
|
28.9K
$3.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4K+ 350.43% |
$3.16M - $3.4M
|
32.7K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19.5K+ 18.75% |
$2.42M - $2.6M
|
123K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
18.8KNew |
$2.33M - $2.5M
|
18.8K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.4KNew |
$2.28M - $2.46M
|
18.4K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.8K+ 21.67% |
$1.96M - $2.11M
|
88.7K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 19.28% |
$1.52M - $1.64M
|
75.9K
$9.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.5K+ 81.99% |
$1.43M - $1.54M
|
25.5K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
11.4K+ 8.37% |
$1.41M - $1.52M
|
147K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.9K+ 4.29% |
$1.35M - $1.46M
|
265K
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 19.25% |
$1.08M - $1.16M
|
53.7K
$6.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7.58K+ 482.68% |
$940K - $1.01M
|
9.15K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.51K+ 12.73% |
$807K - $868K
|
57.6K
$7.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.66K+ 2.47% |
$703K - $756K
|
235K
$30.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.38K+ 17.76% |
$668K - $718K
|
35.7K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.33K+ 50.05% |
$661K - $711K
|
16K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.08K+ 5.8% |
$630K - $678K
|
92.7K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
4.24K+ 4.07% |
$526K - $566K
|
108K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.08KNew |
$506K - $544K
|
4.08K
$531K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.7K+ 8.31% |
$459K - $494K
|
48.2K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54K+ 3.81% |
$439K - $473K
|
96.4K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.27KNew |
$405K - $436K
|
3.27K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 14.58% |
$328K - $352K
|
20.7K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 2.93% |
$308K - $332K
|
87.2K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$302K - $325K
|
2.44K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.37KNew |
$294K - $317K
|
2.37K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 17.55% |
$283K - $305K
|
15.3K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.15KNew |
$267K - $287K
|
2.15K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2KNew |
$248K - $267K
|
2K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.98KNew |
$245K - $264K
|
1.98K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.85KNew |
$229K - $246K
|
1.85K
$240K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.83K+ 101.44% |
$227K - $245K
|
3.64K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.8K+ 5.1% |
$224K - $241K
|
37.2K
$4.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.75KNew |
$217K - $233K
|
1.75K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69KNew |
$209K - $225K
|
1.69K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.45K+ 2.6% |
$179K - $193K
|
57K
$7.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.35KNew |
$167K - $180K
|
1.35K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.19K+ 0.83% |
$148K - $159K
|
145K
$18.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.03K+ 2.64% |
$128K - $138K
|
40.2K
$5.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1KNew |
$125K - $134K
|
1K
$131K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
948+ 28.6% |
$118K - $127K
|
4.26K
$555K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
886+ 1.1% |
$110K - $118K
|
81.7K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
763New |
$94.7K - $102K
|
763
$99.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
724+ 12.5% |
$89.8K - $96.6K
|
6.52K
$848K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
722+ 6.28% |
$89.6K - $96.4K
|
12.2K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
613+ 5.68% |
$76K - $81.8K
|
11.4K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
514+ 64.9% |
$63.8K - $68.6K
|
1.31K
$170K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
444+ 2.46% |
$55.1K - $59.3K
|
18.5K
$2.41M
|