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 542 institutions that hold shares in the stock, with a total of 52.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,057
shares
|
$795,041
0.02% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$790,185
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,847
shares
|
$767,477
0.04% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
5,776
shares
|
$758,157
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
5,760
shares
|
$756,057
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
5,729
shares
|
$751,988
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
5,597
shares
|
$734,662
0.18% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,550
shares
|
$728,493
0.44% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
5,544
shares
|
$727,705
0.35% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
5,481
shares
|
$719,436
0.0% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
5,474
shares
|
$718,517
0.11% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
5,446
shares
|
$714,841
0.32% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,433
shares
|
$713,135
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,411
shares
|
$710,247
0.02% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
5,410
shares
|
$710,116
0.03% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
5,365
shares
|
$704,209
0.06% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
5,336
shares
|
$700,403
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
5,315
shares
|
$697,646
0.01% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
5,230
shares
|
$686,489
0.42% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
5,210
shares
|
$683,864
0.06% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,187
shares
|
$680,845
0.03% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
5,186
shares
|
$680,714
0.16% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
5,181
shares
|
$680,058
0.01% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
5,082
shares
|
$667,063
0.09% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,990
shares
|
$654,987
0.36% of portfolio
|
Q2 2025
Reduced 23.23%
|