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 541 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,898
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,715
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
9,397
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Added 168.49%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
9,396
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
9,315
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,161
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2023
Added 38.57%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,157
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
9,148
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 482.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,036
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2023
Reduced 9.47%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
8,854
shares
|
$1.22 Million
0.38% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,820
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
8,813
shares
|
$1.22 Million
0.32% of portfolio
|
Q1 2024
Added 24.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,511
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
8,498
shares
|
$1.17 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
8,236
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
8,219
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
8,199
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
8,107
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 64.47%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
7,855
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,836
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,809
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.34%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,762
shares
|
$1.07 Million
0.33% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
7,690
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,669
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2023
Added 0.13%
|