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 399 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
13,420,705
shares
|
$1.7 Billion
4.96% of portfolio
|
Q2 2024
Added 4.38%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,750,015
shares
|
$476 Million
0.04% of portfolio
|
Q2 2024
Reduced 3.75%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,562,151
shares
|
$325 Million
0.02% of portfolio
|
Q1 2024
Added 0.33%
|
|
Lincoln National Corp
|
Jul 25, 2024 Q2 2024 |
1,923,968
shares
|
$244 Million
7.71% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,800,696
shares
|
$228 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,535,143
shares
|
$195 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.4%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,249,419
shares
|
$159 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.38%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,113,480
shares
|
$141 Million
0.04% of portfolio
|
Q2 2024
Added 9.76%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,005,969
shares
|
$128 Million
0.06% of portfolio
|
Q2 2024
Added 53.11%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
635,796
shares
|
$80.7 Million
0.93% of portfolio
|
Q2 2024
Added 6.68%
|
|
Black Diamond Financial, LLC
|
Aug 09, 2024 Q2 2024 |
616,892
shares
|
$78.3 Million
14.13% of portfolio
|
Q2 2024
Added 8.69%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
591,713
shares
|
$75.1 Million
0.02% of portfolio
|
Q2 2024
Added 3.19%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
590,758
shares
|
$74.9 Million
0.02% of portfolio
|
Q2 2024
Added 0.92%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
574,974
shares
|
$72.9 Million
0.11% of portfolio
|
Q2 2024
Added 1.31%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
519,548
shares
|
$65.9 Million
1.32% of portfolio
|
Q2 2024
Added 4.55%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
515,716
shares
|
$65.4 Million
0.25% of portfolio
|
Q2 2024
Added 1.96%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
506,821
shares
|
$64.3 Million
0.04% of portfolio
|
Q2 2024
Added 2.91%
|
|
Means Investment Co., Inc.
|
Jul 19, 2024 Q2 2024 |
477,157
shares
|
$60.5 Million
6.89% of portfolio
|
Q2 2024
Added 7.48%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
457,017
shares
|
$58 Million
0.16% of portfolio
|
Q2 2024
Added 5.43%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
396,848
shares
|
$50.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 16, 2024 Q2 2024 |
380,912
shares
|
$48.3 Million
5.05% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
ETF Portfolio Partners, Inc.
|
Jul 15, 2024 Q2 2024 |
357,668
shares
|
$45.4 Million
13.27% of portfolio
|
Q2 2024
Added 10.87%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
332,679
shares
|
$42.2 Million
0.15% of portfolio
|
Q2 2024
Added 7.13%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
301,076
shares
|
$38.2 Million
0.2% of portfolio
|
Q2 2024
Added 2.47%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
258,912
shares
|
$32.8 Million
0.05% of portfolio
|
Q2 2024
Added 6.92%
|