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 418 institutions that hold shares in the stock, with a total of 46.9 Million shares, which have been reported (via 13F filing form) to have a value of $6.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
5,805
shares
|
$761,383
0.34% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,791
shares
|
$759,547
0.03% of portfolio
|
Q3 2024
Reduced 33.86%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
5,713
shares
|
$749,317
0.05% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
5,501
shares
|
$721,511
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,336
shares
|
$699,869
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,254
shares
|
$689,114
0.03% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
5,245
shares
|
$687,934
0.5% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,229
shares
|
$685,835
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,183
shares
|
$679,802
0.25% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
5,171
shares
|
$678,228
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
5,117
shares
|
$671,145
0.34% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
5,101
shares
|
$669,047
0.16% of portfolio
|
Q4 2023
Reduced 6.59%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
5,050
shares
|
$662,358
0.03% of portfolio
|
Q4 2023
Reduced 30.54%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,015
shares
|
$657,767
0.24% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
4,986
shares
|
$653,963
0.03% of portfolio
|
Q2 2024
Added 39.12%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
4,959
shares
|
$650,422
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
4,954
shares
|
$649,766
0.01% of portfolio
|
Q4 2023
Added 2797.08%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,886
shares
|
$640,847
0.03% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,872
shares
|
$639,011
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
4,860
shares
|
$637,437
0.1% of portfolio
|
Q2 2024
Added 173.03%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,775
shares
|
$626,289
0.18% of portfolio
|
Q3 2024
Added 45.8%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
4,736
shares
|
$621,173
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
4,669
shares
|
$612,386
0.01% of portfolio
|
Q2 2024
Added 114.47%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
4,610
shares
|
$604,647
0.46% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,550
shares
|
$596,778
0.02% of portfolio
|
Q4 2023
New holding
|