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 |
|---|---|---|---|---|---|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
3,147
shares
|
$413,075
0.02% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,129
shares
|
$410,712
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
3,076
shares
|
$403,755
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
2,983
shares
|
$391,548
0.03% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,975
shares
|
$390,498
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
2,922
shares
|
$383,541
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,906
shares
|
$381,441
0.01% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
2,889
shares
|
$379,210
0.35% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,867
shares
|
$376,322
0.46% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
2,865
shares
|
$376,059
0.07% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,865
shares
|
$376,059
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,835
shares
|
$372,122
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,822
shares
|
$370,415
0.08% of portfolio
|
Q4 2022
Reduced 3.78%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
2,775
shares
|
$364,246
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,757
shares
|
$361,883
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
2,743
shares
|
$360,046
0.34% of portfolio
|
Q2 2025
Added 15.2%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,732
shares
|
$358,602
0.02% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,730
shares
|
$358,339
0.0% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,716
shares
|
$356,502
0.02% of portfolio
|
Q1 2025
Added 47.21%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
2,702
shares
|
$354,664
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
2,695
shares
|
$353,745
0.01% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,670
shares
|
$350,464
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
2,668
shares
|
$350,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,619
shares
|
$343,769
0.01% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,610
shares
|
$342,588
0.05% of portfolio
|
Q2 2025
Added 36.29%
|