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 440 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$91,575
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$91,575
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
706
shares
|
$91,575
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
695
shares
|
$90,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
666
shares
|
$86,386
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
630
shares
|
$81,717
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
629
shares
|
$81,587
0.02% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
573
shares
|
$74,323
0.0% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
570
shares
|
$73,934
0.0% of portfolio
|
Q3 2024
Added 65.22%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
510
shares
|
$66,152
0.02% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
502
shares
|
$65,114
0.02% of portfolio
|
Q3 2024
Reduced 35.97%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
476
shares
|
$61,741
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
476
shares
|
$61,741
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
474
shares
|
$61,482
0.03% of portfolio
|
Q3 2024
Added 93.47%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
470
shares
|
$60,963
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
422
shares
|
$54,737
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
392
shares
|
$50,846
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
372
shares
|
$48,252
0.03% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
355
shares
|
$46,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
341
shares
|
$44,231
0.0% of portfolio
|
Q3 2022
Reduced 63.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
310
shares
|
$40,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
307
shares
|
$39,820
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
297
shares
|
$38,523
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
282
shares
|
$36,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
271
shares
|
$35,151
0.0% of portfolio
|
Q4 2021
Reduced 97.48%
|