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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,120
shares
|
$147,011
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,093
shares
|
$143,467
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,062
shares
|
$139,398
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wallace Hart LLC
Lexington, KY |
Aug 14, 2025 Q2 2025 |
1,011
shares
|
$132,703
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,008
shares
|
$132,310
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$131,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
979
shares
|
$128,503
0.06% of portfolio
|
Q2 2025
Added 16216.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
955
shares
|
$125,353
0.0% of portfolio
|
Q1 2024
Reduced 54.46%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
928
shares
|
$121,809
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
860
shares
|
$112,883
0.01% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
843
shares
|
$110,652
0.02% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
809
shares
|
$106,189
0.02% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
743
shares
|
$97,526
0.02% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$92,669
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
706
shares
|
$92,669
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$92,669
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
666
shares
|
$87,419
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
658
shares
|
$86,369
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
630
shares
|
$82,693
0.0% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
618
shares
|
$81,118
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
610
shares
|
$80,068
0.0% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
609
shares
|
$79,937
0.0% of portfolio
|
Q2 2025
Reduced 45.67%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
589
shares
|
$77,312
0.05% of portfolio
|
Q2 2025
Added 685.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
583
shares
|
$76,524
0.0% of portfolio
|
Q2 2025
Added 22.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
553
shares
|
$72,586
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|