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 518 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
14,804,596
shares
|
$1.9 Billion
5.27% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,065,448
shares
|
$522 Million
0.04% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,889,178
shares
|
$371 Million
0.03% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,700,543
shares
|
$218 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,683,547
shares
|
$216 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,386,878
shares
|
$178 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,256,579
shares
|
$161 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
976,948
shares
|
$126 Million
0.05% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
712,570
shares
|
$91.5 Million
0.13% of portfolio
|
Q1 2025
Added 51.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
710,795
shares
|
$91.3 Million
0.02% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
684,409
shares
|
$87.9 Million
13.26% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
673,415
shares
|
$86.5 Million
0.02% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
661,439
shares
|
$85 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
616,026
shares
|
$79.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
588,737
shares
|
$75.6 Million
1.16% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,029
shares
|
$67.3 Million
0.04% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
488,537
shares
|
$62.8 Million
0.17% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
438,703
shares
|
$56.4 Million
0.19% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
393,189
shares
|
$50.5 Million
0.17% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
353,409
shares
|
$45.4 Million
4.76% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
325,517
shares
|
$41.8 Million
0.05% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
318,877
shares
|
$41 Million
0.06% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
308,701
shares
|
$39.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
289,227
shares
|
$37.2 Million
3.96% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
282,438
shares
|
$36.3 Million
0.79% of portfolio
|
Q1 2025
New holding
|