Institutional Ownership Vanguard Mega Cap ETF (MGC)
This table provides information about the institutional ownership of Vanguard Mega Cap ETF (MGC). We have compiled data on the 524 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
73,334
shares
|
$17.9 Million
3.06% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
72,709
shares
|
$17.7 Million
0.37% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
72,287
shares
|
$17.6 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
71,212
shares
|
$17.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
70,796
shares
|
$17.3 Million
5.26% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
69,702
shares
|
$17 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,432
shares
|
$16.7 Million
4.37% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
66,482
shares
|
$16.2 Million
3.08% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
66,438
shares
|
$16.2 Million
0.45% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Aug 08, 2025 Q2 2025 |
66,210
shares
|
$16.2 Million
2.84% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
59,355
shares
|
$14.5 Million
0.1% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Buttonwood Financial Group, LLC
|
Jul 14, 2025 Q2 2025 |
57,573
shares
|
$14 Million
7.31% of portfolio
|
Q2 2025
Added 22.91%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
57,568
shares
|
$14 Million
2.34% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
56,875
shares
|
$13.9 Million
1.47% of portfolio
|
Q3 2025
Added 102.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
53,411
shares
|
$13 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
50,728
shares
|
$12.4 Million
4.79% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
50,318
shares
|
$12.3 Million
2.57% of portfolio
|
Q3 2025
Added 102.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
49,095
shares
|
$12 Million
0.74% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
47,552
shares
|
$11.6 Million
3.27% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
46,875
shares
|
$11.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,855
shares
|
$10.9 Million
0.05% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
44,278
shares
|
$10.8 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
41,064
shares
|
$10 Million
0.01% of portfolio
|
Q2 2025
Added 53.64%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
40,824
shares
|
$9.96 Million
1.7% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
40,789
shares
|
$9.95 Million
3.32% of portfolio
|
Q4 2024
Added 1.07%
|