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 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
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
433New |
$53.7K - $57.8K
|
433
$56.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
389+ 10.86% |
$48.3K - $51.9K
|
3.97K
$517K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
335+ 16.67% |
$41.6K - $44.7K
|
2.35K
$305K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 16.45% |
$39.8K - $42.8K
|
2.27K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
312+ 3.18% |
$38.7K - $41.6K
|
10.1K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
274+ 1.51% |
$34K - $36.6K
|
18.4K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
269New |
$33.4K - $35.9K
|
269
$35K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
247+ 4.51% |
$30.6K - $33K
|
5.72K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
236+ 0.87% |
$29.3K - $31.5K
|
27.2K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
236+ 12.97% |
$29.3K - $31.5K
|
2.06K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
164+ 5.52% |
$20.3K - $21.9K
|
3.13K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
163New |
$20.2K - $21.8K
|
163
$21.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
160New |
$19.8K - $21.4K
|
160
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
132New |
$16.4K - $17.6K
|
132
$17.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81New |
$10K - $10.8K
|
81
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68+ 0.25% |
$8.44K - $9.08K
|
27.5K
$3.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
65+ 0.56% |
$8.06K - $8.68K
|
11.6K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
64+ 0.07% |
$7.94K - $8.54K
|
87.1K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
59+ 0.22% |
$7.32K - $7.88K
|
26.4K
$3.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
56+ 2.41% |
$6.95K - $7.47K
|
2.38K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53New |
$6.58K - $7.07K
|
53
$6.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 6.84% |
$6.2K - $6.67K
|
781
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.32% |
$2.98K - $3.2K
|
7.44K
$969K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.08% |
$2.85K - $3.07K
|
28K
$3.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
22+ 0.56% |
$2.73K - $2.94K
|
3.92K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 0.33% |
$2.61K - $2.8K
|
6.4K
$833K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.11K - $2.27K
|
17
$2.21K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16New |
$1.98K - $2.14K
|
16
$2.08K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.22% |
$1.49K - $1.6K
|
5.51K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
11+ 0.57% |
$1.36K - $1.47K
|
1.96K
$255K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.4% |
$1.24K - $1.33K
|
2.51K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$992 - $1.07K
|
15.5K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$248 - $267
|
6.87K
$894K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.26K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$248 - $267
|
22.9K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$248 - $267
|
309
$40.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$124 - $133
|
101
$13.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 0.04% |
$248 - $267
|
4.87K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.04% |
$1.24K - $1.33K
|
25.5K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.29% |
$1.86K - $2K
|
5.23K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.91% |
$3.72K - $4K
|
3.27K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-35- 1.76% |
$4.34K - $4.67K
|
1.95K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.8% |
$4.96K - $5.34K
|
4.98K
$647K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-52- 2.46% |
$6.45K - $6.94K
|
2.06K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-54- 0.74% |
$6.7K - $7.21K
|
7.28K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-69- 5.75% |
$8.56K - $9.21K
|
1.13K
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-87- 28.06% |
$10.8K - $11.6K
|
223
$29K
|