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 560 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
3,234
shares
|
$447,844
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
3,175
shares
|
$439,673
0.04% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
3,123
shares
|
$432,473
0.06% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,072
shares
|
$425,410
0.02% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
3,069
shares
|
$424,995
0.05% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
3,020
shares
|
$418,209
0.03% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
2,998
shares
|
$415,163
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
2,945
shares
|
$407,823
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,924
shares
|
$404,915
0.03% of portfolio
|
Q3 2025
Reduced 71.93%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
2,922
shares
|
$404,638
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
2,917
shares
|
$403,946
0.12% of portfolio
|
Q3 2025
Reduced 73.97%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,909
shares
|
$402,838
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,889
shares
|
$400,068
0.48% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
2,865
shares
|
$396,745
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
2,865
shares
|
$396,745
0.07% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
2,858
shares
|
$395,775
0.27% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
2,829
shares
|
$391,759
0.09% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
2,822
shares
|
$390,790
0.08% of portfolio
|
Q4 2022
Reduced 3.78%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,818
shares
|
$390,236
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,793
shares
|
$386,774
0.03% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,757
shares
|
$381,789
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,757
shares
|
$381,789
0.01% of portfolio
|
Q3 2025
Added 9.97%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,756
shares
|
$381,650
0.02% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
2,743
shares
|
$379,850
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,732
shares
|
$378,327
0.02% of portfolio
|
Q1 2025
Reduced 5.2%
|
|