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 542 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
15,182,180
shares
|
$1.99 Billion
4.79% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,384,642
shares
|
$576 Million
0.04% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,059,983
shares
|
$402 Million
0.03% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,743,113
shares
|
$229 Million
0.06% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,690,061
shares
|
$222 Million
0.04% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,319,738
shares
|
$173 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,223,802
shares
|
$161 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
978,647
shares
|
$128 Million
0.05% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
970,184
shares
|
$127 Million
0.29% of portfolio
|
Q2 2025
Added 480.3%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
957,879
shares
|
$126 Million
0.03% of portfolio
|
Q2 2025
Added 34.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
881,650
shares
|
$116 Million
0.15% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
855,215
shares
|
$112 Million
0.04% of portfolio
|
Q2 2025
Added 29.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
704,352
shares
|
$92.5 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
639,168
shares
|
$83.9 Million
1.0% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
600,060
shares
|
$78.8 Million
12.26% of portfolio
|
Q2 2025
Reduced 12.32%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,029
shares
|
$68.8 Million
0.04% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
473,602
shares
|
$62.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
459,429
shares
|
$60.3 Million
0.17% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
411,955
shares
|
$54.1 Million
0.16% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
363,074
shares
|
$47.7 Million
4.17% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
326,378
shares
|
$42.8 Million
0.23% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
324,804
shares
|
$42.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
319,531
shares
|
$41.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
316,435
shares
|
$41.5 Million
9.76% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
314,034
shares
|
$41.2 Million
4.03% of portfolio
|
Q2 2025
Added 8.58%
|