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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,923
shares
|
$514,932
0.02% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
3,842
shares
|
$504,300
0.19% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,791
shares
|
$497,606
0.02% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,785
shares
|
$496,819
0.24% of portfolio
|
Q2 2025
Reduced 6.38%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,729
shares
|
$489,468
0.26% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
3,716
shares
|
$487,762
0.26% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,698
shares
|
$485,399
0.25% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,642
shares
|
$478,048
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,636
shares
|
$477,261
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
3,630
shares
|
$476,473
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
3,592
shares
|
$471,485
0.09% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
3,574
shares
|
$469,123
0.29% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,500
shares
|
$459,409
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
3,471
shares
|
$455,603
0.05% of portfolio
|
Q2 2025
Reduced 46.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,439
shares
|
$451,403
0.0% of portfolio
|
Q2 2025
Reduced 39.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,370
shares
|
$442,346
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,370
shares
|
$442,346
0.37% of portfolio
|
Q2 2025
Added 307.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,370
shares
|
$442,346
0.37% of portfolio
|
Q2 2025
Added 307.0%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,342
shares
|
$438,670
0.08% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
3,332
shares
|
$437,358
0.31% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
3,306
shares
|
$433,945
0.42% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
3,290
shares
|
$431,845
0.04% of portfolio
|
Q4 2022
Reduced 14.32%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,234
shares
|
$424,494
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,187
shares
|
$418,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
3,156
shares
|
$414,256
0.03% of portfolio
|
Q2 2025
Reduced 9.44%
|