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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
8,737
shares
|
$1.12 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,511
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
8,450
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
8,327
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,262
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
8,215
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
8,184
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
8,025
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
7,985
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,925
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
7,899
shares
|
$1.01 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
7,836
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,762
shares
|
$997,184
0.33% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
7,757
shares
|
$996,541
0.01% of portfolio
|
Q1 2025
Added 84.21%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,669
shares
|
$985,236
0.03% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
7,530
shares
|
$967,379
0.17% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,490
shares
|
$962,240
0.06% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
7,354
shares
|
$944,768
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
7,261
shares
|
$932,820
0.16% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,056
shares
|
$906,484
0.1% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$904,557
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,875
shares
|
$883,231
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,873
shares
|
$882,974
0.06% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
6,681
shares
|
$858,308
0.02% of portfolio
|
Q1 2025
Reduced 95.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,667
shares
|
$856,509
0.02% of portfolio
|
Q3 2024
Added 6.16%
|