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 518 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,265
shares
|
$547,924
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,195
shares
|
$538,931
0.2% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
4,153
shares
|
$533,535
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,043
shares
|
$519,404
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
3,945
shares
|
$506,814
0.1% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,929
shares
|
$504,758
0.2% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3,880
shares
|
$498,463
0.15% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
3,871
shares
|
$497,307
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
3,853
shares
|
$494,994
0.03% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
3,811
shares
|
$489,599
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,767
shares
|
$483,946
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,729
shares
|
$479,064
0.26% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,666
shares
|
$470,971
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,660
shares
|
$470,200
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
3,630
shares
|
$466,346
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2025 Q1 2025 |
3,589
shares
|
$461,078
0.32% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
3,567
shares
|
$458,252
0.11% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,500
shares
|
$449,645
0.26% of portfolio
|
Q1 2025
Added 168.49%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
3,500
shares
|
$449,645
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
3,485
shares
|
$447,717
0.03% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
3,455
shares
|
$443,863
0.34% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,426
shares
|
$440,138
0.01% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
3,370
shares
|
$432,943
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,351
shares
|
$430,502
0.01% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
3,342
shares
|
$429,346
0.09% of portfolio
|
Q1 2025
Reduced 15.48%
|