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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,135
shares
|
$280,240
0.15% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,117
shares
|
$277,877
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
2,100
shares
|
$275,646
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
2,099
shares
|
$275,514
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
2,091
shares
|
$274,464
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,068
shares
|
$271,445
0.0% of portfolio
|
Q2 2025
Reduced 89.78%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
2,059
shares
|
$270,264
0.07% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
2,054
shares
|
$269,608
0.19% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,034
shares
|
$266,982
0.38% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,030
shares
|
$266,457
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
2,024
shares
|
$265,670
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$262,520
0.02% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$262,520
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,978
shares
|
$259,632
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,978
shares
|
$259,632
0.01% of portfolio
|
Q2 2025
Reduced 39.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
1,962
shares
|
$257,532
0.04% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
1,960
shares
|
$257,269
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,937
shares
|
$254,250
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,926
shares
|
$252,806
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
1,910
shares
|
$250,706
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
1,886
shares
|
$247,556
0.01% of portfolio
|
Q3 2024
Added 2093.02%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,880
shares
|
$246,768
0.01% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,878
shares
|
$246,506
0.0% of portfolio
|
Q2 2025
Reduced 45.18%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,863
shares
|
$244,537
0.01% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,851
shares
|
$242,962
0.04% of portfolio
|
Q3 2024
Added 0.76%
|