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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$302K - $325K
|
2.44K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
2.37KNew |
$294K - $317K
|
2.37K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.35K+ 35.19% |
$292K - $314K
|
9.04K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 17.55% |
$283K - $305K
|
15.3K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.15KNew |
$267K - $287K
|
2.15K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.12KNew |
$263K - $283K
|
2.12K
$281K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.1K+ 10.78% |
$261K - $281K
|
21.6K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.08K+ 1.05% |
$258K - $277K
|
199K
$26.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 3.32% |
$254K - $273K
|
63.8K
$8.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2KNew |
$248K - $267K
|
2K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.98K+ 2.69% |
$246K - $264K
|
75.7K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.98KNew |
$245K - $264K
|
1.98K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.93KNew |
$239K - $257K
|
1.93K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.85KNew |
$229K - $246K
|
1.85K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.83K+ 101.44% |
$227K - $245K
|
3.64K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.8K+ 5.1% |
$224K - $241K
|
37.2K
$4.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.78KNew |
$220K - $237K
|
1.78K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.75KNew |
$217K - $233K
|
1.75K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.71KNew |
$212K - $228K
|
1.71K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.69KNew |
$209K - $225K
|
1.69K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.62K+ 22.92% |
$201K - $217K
|
8.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.62KNew |
$200K - $216K
|
1.62K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.45K+ 2.6% |
$179K - $193K
|
57K
$7.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.43KNew |
$177K - $190K
|
1.43K
$189K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.35KNew |
$167K - $180K
|
1.35K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.29K+ 86.41% |
$160K - $172K
|
2.79K
$369K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.27KNew |
$157K - $169K
|
1.27K
$168K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2K+ 5.09% |
$149K - $160K
|
24.8K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.19K+ 0.83% |
$148K - $159K
|
145K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.03K+ 2.64% |
$128K - $138K
|
40.2K
$5.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1KNew |
$125K - $134K
|
1K
$133K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
987+ 12.38% |
$122K - $132K
|
8.96K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
982+ 36.52% |
$122K - $131K
|
3.67K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
975+ 22.47% |
$121K - $130K
|
5.32K
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
959+ 3.53% |
$119K - $128K
|
28.2K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
948+ 28.6% |
$118K - $127K
|
4.26K
$565K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
909+ 7.91% |
$113K - $121K
|
12.4K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
886+ 1.1% |
$110K - $118K
|
81.7K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
855+ 16.71% |
$106K - $114K
|
5.97K
$792K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
840+ 0.37% |
$104K - $112K
|
228K
$30.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
826+ 7.67% |
$102K - $110K
|
11.6K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
802+ 9.47% |
$99.5K - $107K
|
9.27K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
763New |
$94.7K - $102K
|
763
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
739+ 3.08% |
$91.7K - $98.6K
|
24.7K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
737+ 188.01% |
$91.4K - $98.4K
|
1.13K
$150K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
724+ 12.5% |
$89.8K - $96.6K
|
6.52K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
722+ 6.28% |
$89.6K - $96.4K
|
12.2K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
663+ 19.16% |
$82.3K - $88.5K
|
4.12K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
661+ 7.84% |
$82K - $88.2K
|
9.09K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
613+ 5.68% |
$76K - $81.8K
|
11.4K
$1.51M
|