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 |
|---|---|---|---|---|---|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
4,960
shares
|
$651,049
0.1% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,947
shares
|
$649,343
0.02% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,904
shares
|
$643,699
0.08% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
4,894
shares
|
$642,386
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
4,886
shares
|
$641,336
0.03% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
4,720
shares
|
$619,547
0.19% of portfolio
|
Q2 2025
Added 2095.35%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,666
shares
|
$612,459
0.05% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
4,645
shares
|
$609,702
0.2% of portfolio
|
Q2 2025
Added 97.66%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,550
shares
|
$597,233
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
4,463
shares
|
$585,813
0.4% of portfolio
|
Q2 2025
Added 29.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,433
shares
|
$581,875
0.0% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,416
shares
|
$579,644
0.05% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,412
shares
|
$579,119
0.14% of portfolio
|
Q2 2025
Added 73433.33%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,296
shares
|
$563,892
0.03% of portfolio
|
Q2 2025
Reduced 4.77%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,265
shares
|
$559,823
0.15% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,195
shares
|
$550,635
0.2% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,185
shares
|
$549,323
0.04% of portfolio
|
Q2 2025
Added 63.48%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,169
shares
|
$547,222
0.08% of portfolio
|
Q2 2025
Reduced 55.92%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
4,158
shares
|
$545,779
0.43% of portfolio
|
Q2 2025
Added 207.32%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
4,102
shares
|
$538,428
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
4,074
shares
|
$534,753
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,063
shares
|
$533,309
0.0% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,987
shares
|
$523,333
0.01% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
3,945
shares
|
$517,820
0.1% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,929
shares
|
$515,720
0.18% of portfolio
|
Q1 2025
Reduced 13.86%
|