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 477 institutions that hold shares in the stock, with a total of 75 Million shares, which have been reported (via 13F filing form) to have a value of $9.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,561
shares
|
$600,364
0.22% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,550
shares
|
$598,916
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
4,420
shares
|
$581,804
0.21% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
4,271
shares
|
$562,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,265
shares
|
$561,401
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,263
shares
|
$561,138
0.01% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,252
shares
|
$559,690
0.02% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
4,211
shares
|
$554,293
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,195
shares
|
$552,187
0.2% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
4,170
shares
|
$548,897
0.39% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Feb 12, 2025 Q4 2024 |
4,154
shares
|
$546,791
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
4,124
shares
|
$542,842
0.02% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,078
shares
|
$536,787
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,015
shares
|
$528,494
0.15% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,971
shares
|
$522,702
0.01% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,970
shares
|
$522,571
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
3,954
shares
|
$520,465
0.1% of portfolio
|
Q3 2023
Reduced 11.58%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
3,924
shares
|
$516,516
0.1% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,900
shares
|
$513,357
0.0% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
3,853
shares
|
$507,170
0.04% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
3,846
shares
|
$506,248
0.0% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
3,811
shares
|
$501,641
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,729
shares
|
$490,848
0.26% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,719
shares
|
$489,531
0.19% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,671
shares
|
$483,213
0.0% of portfolio
|
Q4 2024
Added 36.52%
|