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
|
Boyd Wealth Management, LLC
|
BUY
|
- |
59+ 0.22% |
$7.32K - $7.88K
|
26.4K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
56+ 2.41% |
$6.95K - $7.47K
|
2.38K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
55+ 1.94% |
$6.82K - $7.34K
|
2.89K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53New |
$6.58K - $7.07K
|
53
$7.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 6.84% |
$6.2K - $6.67K
|
781
$104K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
45+ 0.27% |
$5.58K - $6.01K
|
17K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
42+ 1.34% |
$5.21K - $5.61K
|
3.17K
$420K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.32% |
$2.98K - $3.2K
|
7.44K
$987K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.08% |
$2.85K - $3.07K
|
28K
$3.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
22+ 0.56% |
$2.73K - $2.94K
|
3.92K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 0.33% |
$2.61K - $2.8K
|
6.4K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.08% |
$2.23K - $2.4K
|
23.7K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
17+ 0.84% |
$2.11K - $2.27K
|
2.04K
$270K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.11K - $2.27K
|
17
$2.25K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16New |
$1.98K - $2.14K
|
16
$2.12K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
12+ 0.22% |
$1.49K - $1.6K
|
5.51K
$731K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12+ 0.55% |
$1.49K - $1.6K
|
2.18K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
12+ 0.26% |
$1.49K - $1.6K
|
4.65K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
12New |
$1.49K - $1.6K
|
12
$1.59K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12New |
$1.49K - $1.6K
|
12
$1.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
11+ 0.57% |
$1.36K - $1.47K
|
1.96K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.4% |
$1.24K - $1.33K
|
2.51K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.58% |
$1.24K - $1.33K
|
1.72K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$992 - $1.07K
|
15.5K
$2.05M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.13% |
$372 - $400
|
2.35K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.26K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.21K
$690K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.04% |
$248 - $267
|
5.23K
$693K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$248 - $267
|
6.87K
$911K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.65% |
$248 - $267
|
309
$41K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.11% |
$248 - $267
|
1.81K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$248 - $267
|
22.9K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1+ 0.12% |
$124 - $133
|
828
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1+ 0.12% |
$124 - $133
|
828
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 0.72% |
$124 - $133
|
140
$18.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 1.0% |
$124 - $133
|
101
$13.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 0.04% |
$248 - $267
|
4.87K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7- 11.29% |
$868 - $934
|
55
$7.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10- 0.04% |
$1.24K - $1.33K
|
25.5K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15- 0.29% |
$1.86K - $2K
|
5.23K
$693K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-21- 0.11% |
$2.61K - $2.8K
|
19.1K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25- 0.37% |
$3.1K - $3.34K
|
6.77K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27- 0.02% |
$3.35K - $3.6K
|
125K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.91% |
$3.72K - $4K
|
3.27K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-34- 0.76% |
$4.22K - $4.54K
|
4.42K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-35- 1.76% |
$4.34K - $4.67K
|
1.95K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-40- 1.02% |
$4.96K - $5.34K
|
3.9K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-40- 1.76% |
$4.96K - $5.34K
|
2.23K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-40- 0.8% |
$4.96K - $5.34K
|
4.98K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-52- 2.46% |
$6.45K - $6.94K
|
2.06K
$274K
|