Latest Institutional Purchases of Vanguard Mega Cap Value (MGV)
This list provides information on the latest institutional transactions involving Vanguard Mega Cap Value (MGV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
42.1K+ 7.79% |
$5.23M - $5.62M
|
582K
$76.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.4K+ 350.43% |
$3.16M - $3.4M
|
32.7K
$4.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.4KNew |
$2.28M - $2.46M
|
18.4K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.8K+ 21.67% |
$1.96M - $2.11M
|
88.7K
$11.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.3K+ 19.28% |
$1.52M - $1.64M
|
75.9K
$9.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.5K+ 81.99% |
$1.43M - $1.54M
|
25.5K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
10.9K+ 4.29% |
$1.35M - $1.46M
|
265K
$34.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 19.25% |
$1.08M - $1.16M
|
53.7K
$7.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.66K+ 2.47% |
$703K - $756K
|
235K
$30.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.08K+ 5.8% |
$630K - $678K
|
92.7K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
4.24K+ 4.07% |
$526K - $566K
|
108K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.7K+ 8.31% |
$459K - $494K
|
48.2K
$6.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54K+ 3.81% |
$439K - $473K
|
96.4K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
3.27KNew |
$405K - $436K
|
3.27K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.49K+ 2.93% |
$308K - $332K
|
87.2K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.44KNew |
$302K - $325K
|
2.44K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.29K+ 17.55% |
$283K - $305K
|
15.3K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.15KNew |
$267K - $287K
|
2.15K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2KNew |
$248K - $267K
|
2K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.83K+ 101.44% |
$227K - $245K
|
3.64K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.8K+ 5.1% |
$224K - $241K
|
37.2K
$4.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.75KNew |
$217K - $233K
|
1.75K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1.45K+ 2.6% |
$179K - $193K
|
57K
$7.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
1.19K+ 0.83% |
$148K - $159K
|
145K
$19M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.03K+ 2.64% |
$128K - $138K
|
40.2K
$5.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
763New |
$94.7K - $102K
|
763
$99.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
722+ 6.28% |
$89.6K - $96.4K
|
12.2K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
613+ 5.68% |
$76K - $81.8K
|
11.4K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
514+ 64.9% |
$63.8K - $68.6K
|
1.31K
$171K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
389+ 10.86% |
$48.3K - $51.9K
|
3.97K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
335+ 16.67% |
$41.6K - $44.7K
|
2.35K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
269New |
$33.4K - $35.9K
|
269
$35.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
236+ 0.87% |
$29.3K - $31.5K
|
27.2K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
236+ 12.97% |
$29.3K - $31.5K
|
2.06K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
164+ 5.52% |
$20.3K - $21.9K
|
3.13K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
163New |
$20.2K - $21.8K
|
163
$21.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
160New |
$19.8K - $21.4K
|
160
$20.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
132New |
$16.4K - $17.6K
|
132
$17.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
81New |
$10K - $10.8K
|
81
$10.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
BUY
|
- |
65+ 0.56% |
$8.06K - $8.68K
|
11.6K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
BUY
|
- |
59+ 0.22% |
$7.32K - $7.88K
|
26.4K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
53New |
$6.58K - $7.07K
|
53
$6.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 6.84% |
$6.2K - $6.67K
|
781
$102K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.32% |
$2.98K - $3.2K
|
7.44K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
22+ 0.56% |
$2.73K - $2.94K
|
3.92K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21+ 0.33% |
$2.61K - $2.8K
|
6.4K
$838K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17New |
$2.11K - $2.27K
|
17
$2.23K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
16New |
$1.98K - $2.14K
|
16
$2.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10+ 0.4% |
$1.24K - $1.33K
|
2.51K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$992 - $1.07K
|
15.5K
$2.03M
|