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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,603
shares
|
$341,669
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
2,590
shares
|
$339,963
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,587
shares
|
$339,569
0.03% of portfolio
|
Q2 2022
Reduced 0.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,581
shares
|
$338,782
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,514
shares
|
$329,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,507
shares
|
$329,068
0.01% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
2,496
shares
|
$327,624
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,428
shares
|
$318,699
0.01% of portfolio
|
Q2 2025
Added 32.1%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,427
shares
|
$318,568
0.03% of portfolio
|
Q2 2025
Reduced 53.55%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,378
shares
|
$312,136
0.0% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
2,377
shares
|
$312,005
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
2,353
shares
|
$308,854
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,332
shares
|
$306,098
0.0% of portfolio
|
Q2 2025
Reduced 29.93%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
2,266
shares
|
$297,435
0.17% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
2,265
shares
|
$297,303
0.0% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
2,242
shares
|
$294,284
0.2% of portfolio
|
Q2 2025
Added 14.92%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
2,234
shares
|
$293,234
0.11% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,202
shares
|
$289,034
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
2,202
shares
|
$289,034
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,189
shares
|
$287,328
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
2,171
shares
|
$284,965
0.11% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
2,159
shares
|
$283,390
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$281,946
0.03% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
2,145
shares
|
$281,552
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|