Purchases and Sales Made in Q4 2025 in Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV) during Q4 2025. 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 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
49.8KNew |
$6.74M - $6.98M
|
49.8K
$6.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.4K+ 18.1% |
$3.97M - $4.12M
|
192K
$26.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.6KNew |
$2.24M - $2.32M
|
16.6K
$2.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15K+ 11.42% |
$2.03M - $2.1M
|
146K
$20.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
13.1K+ 3.89% |
$1.77M - $1.83M
|
349K
$48.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
8.87K+ 40.48% |
$1.2M - $1.24M
|
30.8K
$4.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.81K+ 8.87% |
$921K - $954K
|
83.5K
$11.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.35KNew |
$723K - $749K
|
5.35K
$740K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.34K+ 4.72% |
$723K - $749K
|
119K
$16.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.35KNew |
$588K - $609K
|
4.35K
$602K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
4.13KNew |
$559K - $579K
|
4.13K
$572K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
2.65K+ 4.75% |
$359K - $372K
|
58.4K
$8.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
2.51KNew |
$339K - $351K
|
2.51K
$347K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.35KNew |
$318K - $330K
|
2.35K
$326K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.93KNew |
$261K - $271K
|
1.93K
$267K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.61K+ 82.45% |
$217K - $225K
|
3.56K
$492K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
931+ 5476.47% |
$126K - $130K
|
948
$131K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
520+ 14.32% |
$70.3K - $72.9K
|
4.15K
$575K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
326+ 13.97% |
$44.1K - $45.7K
|
2.66K
$368K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
211+ 6.65% |
$28.5K - $29.6K
|
3.39K
$469K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
183+ 0.78% |
$24.8K - $25.6K
|
23.7K
$3.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
170+ 4.42% |
$23K - $23.8K
|
4.02K
$557K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
163+ 0.82% |
$22K - $22.8K
|
20.1K
$2.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$13.5K - $14K
|
100
$13.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
76+ 0.43% |
$10.3K - $10.6K
|
17.7K
$2.45M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
74+ 0.26% |
$10K - $10.4K
|
28.2K
$3.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
60+ 3.19% |
$8.12K - $8.41K
|
1.94K
$269K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.09% |
$271 - $280
|
2.16K
$299K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-12- 0.37% |
$1.62K - $1.68K
|
3.24K
$449K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-17- 0.48% |
$2.3K - $2.38K
|
3.55K
$491K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-24- 0.21% |
$3.25K - $3.36K
|
11.5K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.05% |
$4.06K - $4.2K
|
1.43K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-48- 1.0% |
$6.49K - $6.73K
|
4.75K
$658K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-61- 1.58% |
$8.25K - $8.55K
|
3.79K
$525K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-82- 3.75% |
$11.1K - $11.5K
|
2.11K
$292K
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-87- 2.61% |
$11.8K - $12.2K
|
3.24K
$449K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-210- 8.22% |
$28.4K - $29.4K
|
2.35K
$325K
|
|
|
Jan 12, 2026
Q4 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-216- 0.82% |
$29.2K - $30.3K
|
26.3K
$3.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-248- 1.63% |
$33.5K - $34.8K
|
14.9K
$2.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-768- 13.36% |
$104K - $108K
|
4.98K
$690K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-784- 3.66% |
$106K - $110K
|
20.7K
$2.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-936- 0.47% |
$127K - $131K
|
197K
$27.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.08K- 52.15% |
$146K - $151K
|
988
$137K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.36K- 17.62% |
$183K - $190K
|
6.34K
$877K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94K- 16.91% |
$262K - $271K
|
9.52K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-2.06K- 0.56% |
$278K - $288K
|
364K
$50.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.15K- 4.01% |
$831K - $861K
|
147K
$20.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.6K- 9.6% |
$1.44M - $1.49M
|
100K
$13.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-55.7K- 74.12% |
$7.54M - $7.81M
|
19.5K
$2.69M
|
|