Latest Institutional Transactions on Vanguard Mega Cap Value (MGV)
This table provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
3+ 2.17% |
$406 - $420
|
141
$19.5K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-201- 0.25% |
$27.2K - $28.2K
|
81.8K
$11.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
6.04K+ 4.35% |
$816K - $846K
|
145K
$20M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
432+ 6.58% |
$58.4K - $60.5K
|
7K
$970K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
182+ 0.99% |
$24.6K - $25.5K
|
18.6K
$2.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
70+ 0.53% |
$9.47K - $9.81K
|
13.2K
$1.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
81+ 0.69% |
$11K - $11.4K
|
11.8K
$1.63M
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
BUY
|
- |
2.7K+ 4.53% |
$365K - $378K
|
62.2K
$8.62M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
7.16K+ 18.71% |
$968K - $1M
|
45.4K
$6.29M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
97New |
$13.1K - $13.6K
|
97
$13.4K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.16K+ 3.68% |
$157K - $163K
|
32.8K
$4.54M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
137New |
$18.5K - $19.2K
|
137
$19K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
626New |
$84.7K - $87.7K
|
626
$86.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.1K+ 450.62% |
$148K - $153K
|
1.34K
$185K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.07% |
$406 - $420
|
4.09K
$566K
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-112- 0.82% |
$15.1K - $15.7K
|
13.5K
$1.87M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.92% |
$194K - $201K
|
73.5K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
43+ 1.08% |
$5.82K - $6.03K
|
4.01K
$555K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
19.2K+ 53.28% |
$2.6M - $2.69M
|
55.2K
$7.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1.27K- 3.26% |
$172K - $178K
|
37.7K
$5.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
212+ 4.37% |
$28.7K - $29.7K
|
5.06K
$701K
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.18% |
$135 - $140
|
546
$75.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.03K+ 82.67% |
$410K - $425K
|
6.7K
$928K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12+ 0.32% |
$1.62K - $1.68K
|
3.79K
$525K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.42K- 68.33% |
$463K - $479K
|
1.59K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
303K+ 16126.65% |
$40.9M - $42.4M
|
304K
$42.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
165New |
$22.3K - $23.1K
|
165
$22.8K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.82K+ 227.49% |
$651K - $675K
|
6.93K
$960K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-34- 0.16% |
$4.6K - $4.76K
|
21.3K
$2.95M
|
|
|
Jan 20, 2026
Q4 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.11K+ 2.41% |
$556K - $576K
|
175K
$24.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
160New |
$21.6K - $22.4K
|
160
$22.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.61KNew |
$217K - $225K
|
1.61K
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-548- 4.24% |
$74.1K - $76.8K
|
12.4K
$1.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.45KNew |
$196K - $203K
|
1.45K
$201K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
SELL
|
- |
-634- 1.45% |
$85.8K - $88.8K
|
43.2K
$5.98M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3+ 0.15% |
$406 - $420
|
2.05K
$284K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
29New |
$3.92K - $4.06K
|
29
$4.02K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-82- 3.75% |
$11.1K - $11.5K
|
2.11K
$292K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$13.5K - $14K
|
100
$13.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
4.13KNew |
$559K - $579K
|
4.13K
$572K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
211+ 6.65% |
$28.5K - $29.6K
|
3.39K
$469K
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-17- 0.48% |
$2.3K - $2.38K
|
3.55K
$491K
|
|
|
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 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-30- 2.05% |
$4.06K - $4.2K
|
1.43K
$198K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
49.8KNew |
$6.74M - $6.98M
|
49.8K
$6.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
8.87K+ 40.48% |
$1.2M - $1.24M
|
30.8K
$4.26M
|
|
|
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 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-55.7K- 74.12% |
$7.54M - $7.81M
|
19.5K
$2.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
2.51KNew |
$339K - $351K
|
2.51K
$347K
|
|