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 |
|---|---|---|---|---|---|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
2,182
shares
|
$280,321
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,179
shares
|
$279,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
2,171
shares
|
$278,908
0.11% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
2,159
shares
|
$277,366
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
2,145
shares
|
$275,568
0.25% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,135
shares
|
$274,283
0.15% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
2,127
shares
|
$273,255
0.09% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
2,120
shares
|
$272,356
0.01% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,117
shares
|
$271,970
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
2,103
shares
|
$270,172
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
2,099
shares
|
$269,658
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
2,094
shares
|
$269,016
0.05% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,030
shares
|
$260,794
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
2,025
shares
|
$260,151
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
2,024
shares
|
$260,023
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$256,940
0.02% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
2,000
shares
|
$256,940
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,997
shares
|
$256,554
0.01% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,978
shares
|
$254,113
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
1,956
shares
|
$251,287
0.14% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,951
shares
|
$250,644
0.2% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,916
shares
|
$246,148
0.0% of portfolio
|
Q4 2024
Added 21.19%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
1,915
shares
|
$246,020
0.04% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
1,896
shares
|
$243,579
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,886
shares
|
$242,294
0.01% of portfolio
|
Q3 2024
Added 2093.02%
|