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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,650
shares
|
$854,325
0.43% of portfolio
|
Q4 2023
Reduced 10.55%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
6,630
shares
|
$851,756
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
6,548
shares
|
$841,221
0.09% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,500
shares
|
$835,055
0.52% of portfolio
|
Q1 2025
Added 30.65%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
6,491
shares
|
$833,898
0.44% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,336
shares
|
$813,985
0.05% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
6,329
shares
|
$813,086
0.03% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$803,194
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,106
shares
|
$784,437
0.01% of portfolio
|
Q1 2025
Added 42.96%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,090
shares
|
$782,382
0.04% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$773,389
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,917
shares
|
$760,156
0.32% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
5,824
shares
|
$748,209
0.19% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,721
shares
|
$734,976
0.02% of portfolio
|
Q1 2025
Added 34.55%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
5,718
shares
|
$734,591
0.35% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,648
shares
|
$725,598
0.0% of portfolio
|
Q1 2025
Reduced 38.91%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
5,544
shares
|
$712,237
0.37% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,518
shares
|
$708,897
0.01% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,507
shares
|
$707,484
0.02% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,482
shares
|
$704,272
0.0% of portfolio
|
Q1 2025
Reduced 68.44%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,456
shares
|
$700,932
0.02% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
5,446
shares
|
$699,647
0.11% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
5,433
shares
|
$697,977
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
5,410
shares
|
$695,022
0.03% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
5,365
shares
|
$689,241
0.06% of portfolio
|
Q1 2025
Reduced 8.35%
|