Institutional Ownership Vanguard Mega Cap Value (MGV)
This table provides information about the institutional ownership of Vanguard Mega Cap Value (MGV). We have compiled data on the 454 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
13,969,433
shares
|
$1.83 Billion
5.14% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,747,774
shares
|
$490 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,811,135
shares
|
$368 Million
0.03% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
1,928,581
shares
|
$252 Million
7.96% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,798,818
shares
|
$235 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,549,831
shares
|
$203 Million
0.07% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,373,587
shares
|
$180 Million
0.05% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,260,757
shares
|
$165 Million
0.1% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
899,191
shares
|
$118 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
690,138
shares
|
$90.2 Million
15.09% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
646,158
shares
|
$84.5 Million
0.93% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
608,550
shares
|
$79.6 Million
0.02% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
600,201
shares
|
$78.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
582,474
shares
|
$76.2 Million
1.33% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,029
shares
|
$68.5 Million
0.04% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
506,470
shares
|
$66.2 Million
6.8% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
463,703
shares
|
$60.6 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
456,034
shares
|
$59.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
454,247
shares
|
$59.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
397,866
shares
|
$52 Million
0.17% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
356,811
shares
|
$46.7 Million
4.61% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
337,797
shares
|
$44.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
299,634
shares
|
$39.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
279,603
shares
|
$36.6 Million
0.04% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
278,750
shares
|
$36.4 Million
0.05% of portfolio
|
Q3 2024
Added 7.66%
|