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 440 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
6,509
shares
|
$844,282
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,381
shares
|
$827,679
0.03% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$810,946
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,247
shares
|
$810,298
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
6,117
shares
|
$793,436
0.04% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$780,854
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
6,001
shares
|
$778,389
0.07% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,791
shares
|
$751,150
0.03% of portfolio
|
Q3 2024
Reduced 33.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,785
shares
|
$750,372
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
5,718
shares
|
$741,681
0.34% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,677
shares
|
$736,363
0.04% of portfolio
|
Q3 2024
Added 115.2%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
5,544
shares
|
$719,112
0.37% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
5,501
shares
|
$713,534
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
5,476
shares
|
$710,291
0.18% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,469
shares
|
$709,383
0.0% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,336
shares
|
$692,132
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
5,270
shares
|
$683,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,254
shares
|
$681,496
0.03% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
5,245
shares
|
$680,328
0.5% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,229
shares
|
$678,253
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,206
shares
|
$675,270
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,183
shares
|
$672,286
0.25% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
5,171
shares
|
$670,730
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,117
shares
|
$663,726
0.34% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
5,050
shares
|
$655,035
0.03% of portfolio
|
Q4 2023
Reduced 30.54%
|