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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
607+ 8.07% |
$75.3K - $81K
|
8.13K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
592New |
$73.4K - $79K
|
592
$78.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
568+ 0.53% |
$70.5K - $75.8K
|
108K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
563+ 17.15% |
$69.8K - $75.1K
|
3.85K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
539+ 6.78% |
$66.9K - $71.9K
|
8.49K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
531+ 1.49% |
$65.9K - $70.9K
|
36.2K
$4.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
514+ 64.9% |
$63.8K - $68.6K
|
1.31K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
511New |
$63.4K - $68.2K
|
511
$67.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
495+ 23.31% |
$61.4K - $66.1K
|
2.62K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
445+ 16.26% |
$55.2K - $59.4K
|
3.18K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
444+ 2.46% |
$55.1K - $59.3K
|
18.5K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
442New |
$54.8K - $59K
|
442
$58.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
433New |
$53.7K - $57.8K
|
433
$57.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
389+ 10.86% |
$48.3K - $51.9K
|
3.97K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
372+ 1.34% |
$46.2K - $49.7K
|
28.1K
$3.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
335+ 21.19% |
$41.6K - $44.7K
|
1.92K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
335+ 16.67% |
$41.6K - $44.7K
|
2.35K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
322+ 1.92% |
$39.9K - $43K
|
17.1K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
321+ 16.45% |
$39.8K - $42.8K
|
2.27K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
312+ 3.18% |
$38.7K - $41.6K
|
10.1K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
308New |
$38.2K - $41.1K
|
308
$40.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
274+ 1.51% |
$34K - $36.6K
|
18.4K
$2.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
269New |
$33.4K - $35.9K
|
269
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
250+ 316.46% |
$31K - $33.4K
|
329
$43.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
247+ 4.51% |
$30.6K - $33K
|
5.72K
$759K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
236+ 12.97% |
$29.3K - $31.5K
|
2.06K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
236+ 0.87% |
$29.3K - $31.5K
|
27.2K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
230+ 1.99% |
$28.5K - $30.7K
|
11.8K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
223+ 0.57% |
$27.7K - $29.8K
|
39.2K
$5.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
219New |
$27.2K - $29.2K
|
219
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 144.93% |
$24.8K - $26.7K
|
338
$44.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
200+ 12.38% |
$24.8K - $26.7K
|
1.82K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
199+ 2.44% |
$24.7K - $26.6K
|
8.35K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
192+ 1.14% |
$23.8K - $25.6K
|
17K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
182+ 5.28% |
$22.6K - $24.3K
|
3.63K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
164+ 5.52% |
$20.3K - $21.9K
|
3.13K
$415K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
163New |
$20.2K - $21.8K
|
163
$21.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
160New |
$19.8K - $21.4K
|
160
$21.2K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
150New |
$18.6K - $20K
|
150
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
147+ 2.07% |
$18.2K - $19.6K
|
7.25K
$961K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 0.07% |
$18.1K - $19.5K
|
208K
$27.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
139+ 2.55% |
$17.2K - $18.6K
|
5.59K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
132New |
$16.4K - $17.6K
|
132
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
105+ 1.82% |
$13K - $14K
|
5.89K
$781K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
90New |
$11.2K - $12K
|
90
$11.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81New |
$10K - $10.8K
|
81
$10.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
77New |
$9.55K - $10.3K
|
77
$10.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
68+ 0.25% |
$8.44K - $9.08K
|
27.5K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
65+ 0.56% |
$8.06K - $8.68K
|
11.6K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
64+ 0.07% |
$7.94K - $8.54K
|
87.1K
$11.5M
|