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 |
|---|---|---|---|---|---|
|
Bco Wealth Management LLC
Carlsbad, NM |
Apr 28, 2025 Q1 2025 |
3,332
shares
|
$428,062
0.34% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,328
shares
|
$427,548
0.0% of portfolio
|
Q1 2025
Added 61.32%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
May 13, 2025 Q1 2025 |
3,306
shares
|
$424,721
0.42% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
3,290
shares
|
$422,666
0.04% of portfolio
|
Q4 2022
Reduced 14.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,273
shares
|
$420,482
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,251
shares
|
$417,655
0.24% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
3,234
shares
|
$415,471
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
3,225
shares
|
$414,315
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,136
shares
|
$402,881
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
3,006
shares
|
$386,180
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,975
shares
|
$382,198
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
2,922
shares
|
$375,389
0.27% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
2,889
shares
|
$371,149
0.36% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,867
shares
|
$368,323
0.51% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
2,865
shares
|
$368,066
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
2,865
shares
|
$368,066
0.08% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
2,826
shares
|
$363,056
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
2,822
shares
|
$362,542
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
2,822
shares
|
$362,542
0.08% of portfolio
|
Q4 2022
Reduced 3.78%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
2,775
shares
|
$356,504
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,757
shares
|
$354,191
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
2,732
shares
|
$350,980
0.02% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
2,716
shares
|
$348,924
0.03% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,702
shares
|
$347,125
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,692
shares
|
$345,841
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|