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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
221New |
$25.4K - $29K
|
221
$30.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
42.5K+ 93.59% |
$4.89M - $5.58M
|
88K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.67KNew |
$306K - $350K
|
2.67K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.8KNew |
$782K - $893K
|
6.8K
$942K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-15- 33.33% |
$1.72K - $1.97K
|
30
$4.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31.4K+ 37.63% |
$3.61M - $4.12M
|
115K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
450+ 9.5% |
$51.7K - $59.1K
|
5.19K
$718K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
159New |
$18.3K - $20.9K
|
159
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14- 4.49% |
$1.61K - $1.84K
|
298
$41.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
732+ 1.7% |
$84.1K - $96.1K
|
43.7K
$6.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-367- 6.2% |
$42.2K - $48.2K
|
5.55K
$769K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
3.64KNew |
$418K - $477K
|
3.64K
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
253New |
$29.1K - $33.2K
|
253
$35K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.9KNew |
$2.41M - $2.75M
|
20.9K
$2.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 5.53% |
$1.19M - $1.36M
|
177K
$24.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
600+ 1.67% |
$68.9K - $78.8K
|
36.5K
$5.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
281New |
$32.3K - $36.9K
|
281
$38.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-100- 11.86% |
$11.5K - $13.1K
|
743
$103K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
1.82KNew |
$209K - $239K
|
1.82K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
28+ 0.51% |
$3.22K - $3.68K
|
5.47K
$758K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
502+ 5.7% |
$57.7K - $65.9K
|
9.32K
$1.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.54K+ 307.0% |
$292K - $334K
|
3.37K
$467K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-512- 45.67% |
$58.8K - $67.2K
|
609
$84.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
44New |
$5.05K - $5.78K
|
44
$6.09K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10+ 0.52% |
$1.15K - $1.31K
|
1.93K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-132- 6.3% |
$15.2K - $17.3K
|
1.96K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-20- 0.94% |
$2.3K - $2.63K
|
2.1K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.4KNew |
$1.19M - $1.36M
|
10.4K
$1.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.41K+ 73433.33% |
$506K - $578K
|
4.41K
$611K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
973+ 16216.67% |
$112K - $128K
|
979
$136K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4- 0.98% |
$459 - $525
|
405
$56.1K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.63K+ 63.48% |
$187K - $213K
|
4.19K
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.55KNew |
$177K - $203K
|
1.55K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 690.48% |
$167K - $190K
|
1.66K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.07KNew |
$468K - $535K
|
4.07K
$564K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16K- 13.13% |
$1.83M - $2.1M
|
106K
$14.6M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
94+ 100.0% |
$10.8K - $12.3K
|
188
$26K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.15K+ 2.69% |
$362K - $413K
|
120K
$16.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
138New |
$15.9K - $18.1K
|
138
$19.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-189- 8.41% |
$21.7K - $24.8K
|
2.06K
$285K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
139+ 6.54% |
$16K - $18.2K
|
2.27K
$314K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-848- 8.31% |
$97.4K - $111K
|
9.36K
$1.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
12.4KNew |
$1.43M - $1.63M
|
12.4K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-135- 1.86% |
$15.5K - $17.7K
|
7.13K
$987K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.5KNew |
$976K - $1.12M
|
8.5K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-48- 2.13% |
$5.51K - $6.3K
|
2.2K
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
229+ 0.18% |
$26.3K - $30.1K
|
126K
$17.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-133- 10.61% |
$15.3K - $17.5K
|
1.12K
$155K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-95- 2.49% |
$10.9K - $12.5K
|
3.72K
$515K
|
|