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 518 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
238,076
shares
|
$30.6 Million
7.34% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$29.2 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
217,034
shares
|
$27.9 Million
5.53% of portfolio
|
Q4 2024
Added 326.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
205,727
shares
|
$26.4 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
203,920
shares
|
$26.2 Million
11.11% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
203,148
shares
|
$26.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
199,356
shares
|
$25.6 Million
4.64% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
190,300
shares
|
$24.4 Million
18.87% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
187,915
shares
|
$24.1 Million
2.59% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
187,876
shares
|
$24.1 Million
0.15% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
176,953
shares
|
$22.7 Million
0.0% of portfolio
|
Q1 2025
Added 61.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
172,908
shares
|
$22.2 Million
0.04% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
172,656
shares
|
$22.2 Million
2.43% of portfolio
|
Q1 2025
Reduced 65.91%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
170,661
shares
|
$21.9 Million
6.56% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
169,854
shares
|
$21.8 Million
3.67% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
167,629
shares
|
$21.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
167,186
shares
|
$21.5 Million
0.05% of portfolio
|
Q4 2024
Added 111.42%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
165,497
shares
|
$21.3 Million
11.67% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
159,091
shares
|
$20.4 Million
1.03% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
153,266
shares
|
$19.7 Million
0.12% of portfolio
|
Q1 2025
Added 102.46%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
147,583
shares
|
$19 Million
13.86% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
144,511
shares
|
$18.6 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,691
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
134,557
shares
|
$17.3 Million
2.07% of portfolio
|
Q1 2025
Added 115.95%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$16.8 Million
5.99% of portfolio
|
Q3 2024
New holding
|