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 523 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,056
shares
|
$932,450
0.1% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$930,468
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,875
shares
|
$908,531
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
6,873
shares
|
$908,266
0.06% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
6,681
shares
|
$882,894
0.02% of portfolio
|
Q1 2025
Reduced 95.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
6,667
shares
|
$881,044
0.02% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,650
shares
|
$878,797
0.43% of portfolio
|
Q4 2023
Reduced 10.55%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
6,630
shares
|
$876,154
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,617
shares
|
$874,436
0.02% of portfolio
|
Q2 2025
Reduced 36.07%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,443
shares
|
$851,442
0.41% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,336
shares
|
$837,302
0.05% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
6,313
shares
|
$834,262
0.03% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$826,201
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,106
shares
|
$806,907
0.01% of portfolio
|
Q1 2025
Added 42.96%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
6,090
shares
|
$804,793
0.04% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,057
shares
|
$800,432
0.02% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$795,543
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,917
shares
|
$781,931
0.32% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
5,824
shares
|
$769,641
0.19% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,721
shares
|
$756,030
0.02% of portfolio
|
Q1 2025
Added 34.55%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
5,718
shares
|
$755,633
0.35% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,648
shares
|
$746,383
0.0% of portfolio
|
Q1 2025
Reduced 38.91%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
5,544
shares
|
$732,639
0.37% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,518
shares
|
$729,203
0.01% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,482
shares
|
$724,446
0.0% of portfolio
|
Q1 2025
Reduced 68.44%
|