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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
5,015
shares
|
$650,495
0.24% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$637,913
0.01% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,886
shares
|
$633,763
0.03% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,872
shares
|
$631,947
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
4,860
shares
|
$630,390
0.1% of portfolio
|
Q2 2024
Added 173.03%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,775
shares
|
$619,365
0.18% of portfolio
|
Q3 2024
Added 45.8%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,736
shares
|
$614,306
0.17% of portfolio
|
Q3 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,642
shares
|
$602,113
0.04% of portfolio
|
Q3 2024
Added 45.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,638
shares
|
$601,594
0.0% of portfolio
|
Q3 2024
Reduced 39.52%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
4,610
shares
|
$597,963
0.46% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,550
shares
|
$590,180
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,454
shares
|
$577,728
0.21% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,384
shares
|
$568,648
0.02% of portfolio
|
Q3 2024
Added 45.74%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
4,340
shares
|
$562,941
0.01% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,265
shares
|
$553,213
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
4,195
shares
|
$544,133
0.21% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
4,074
shares
|
$528,438
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,970
shares
|
$514,948
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,954
shares
|
$512,873
0.1% of portfolio
|
Q3 2023
Reduced 11.58%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
3,940
shares
|
$511,057
0.0% of portfolio
|
Q3 2024
Added 32.7%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
3,902
shares
|
$506,128
0.1% of portfolio
|
Q3 2020
Added 1.29%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,894
shares
|
$505,090
0.22% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,856
shares
|
$500,161
0.01% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
3,853
shares
|
$499,772
0.06% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,740
shares
|
$485,115
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|