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 $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
2,737
shares
|
$361,995
0.18% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,710
shares
|
$358,424
0.1% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,704
shares
|
$357,631
0.02% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,702
shares
|
$357,366
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,689
shares
|
$355,647
0.0% of portfolio
|
Q3 2024
Reduced 24.47%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,670
shares
|
$353,134
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
2,595
shares
|
$343,214
0.02% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,587
shares
|
$342,156
0.03% of portfolio
|
Q2 2022
Reduced 0.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,581
shares
|
$341,363
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,519
shares
|
$333,162
0.05% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,514
shares
|
$332,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
2,504
shares
|
$331,179
0.04% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,377
shares
|
$314,382
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,350
shares
|
$310,811
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,347
shares
|
$310,414
0.01% of portfolio
|
Q3 2024
Added 2396.81%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,322
shares
|
$307,107
0.0% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
2,270
shares
|
$300,230
0.01% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,250
shares
|
$297,585
0.01% of portfolio
|
Q2 2024
Reduced 59.55%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,196
shares
|
$290,442
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,189
shares
|
$289,517
0.0% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,167
shares
|
$286,607
0.16% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
2,159
shares
|
$285,549
0.03% of portfolio
|
Q3 2024
Added 127.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,152
shares
|
$284,623
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
2,144
shares
|
$283,565
0.05% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,124
shares
|
$280,920
0.01% of portfolio
|
Q3 2024
Added 7.0%
|