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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$27,239
0.0% of portfolio
|
Q2 2023
Reduced 17.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
202
shares
|
$26,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
201
shares
|
$26,071
0.01% of portfolio
|
Q3 2024
Reduced 33.22%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
201
shares
|
$26,071
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
170
shares
|
$22,050
0.01% of portfolio
|
Q3 2023
Reduced 2.3%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
165
shares
|
$21,402
0.01% of portfolio
|
Q3 2024
Reduced 43.1%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
152
shares
|
$19,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
141
shares
|
$18,289
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
138
shares
|
$17,899
0.0% of portfolio
|
Q3 2024
Reduced 92.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
132
shares
|
$17,121
0.0% of portfolio
|
Q2 2018
Added 2.36%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
130
shares
|
$16,862
0.43% of portfolio
|
Q3 2024
Reduced 99.86%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
128
shares
|
$16,602
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
105
shares
|
$13,619
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
105
shares
|
$13,619
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$12,971
0.0% of portfolio
|
Q1 2024
Reduced 92.02%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
100
shares
|
$12,971
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$12,971
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
96
shares
|
$12,452
0.0% of portfolio
|
Q4 2023
Reduced 59.49%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
88
shares
|
$11,414
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
87
shares
|
$11,284
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
80
shares
|
$10,376
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
79
shares
|
$10,247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$8,560
0.0% of portfolio
|
Q4 2023
Reduced 63.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
65
shares
|
$8,431
0.0% of portfolio
|
Q3 2023
Added 1.56%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
62
shares
|
$8,042
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|