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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
283,770
shares
|
$37.2 Million
0.68% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
236,708
shares
|
$31.1 Million
6.74% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$29.8 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
225,025
shares
|
$29.5 Million
3.23% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
217,034
shares
|
$28.5 Million
5.53% of portfolio
|
Q4 2024
Added 326.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
207,899
shares
|
$27.3 Million
0.05% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
207,742
shares
|
$27.3 Million
2.4% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
203,743
shares
|
$26.7 Million
0.29% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
203,281
shares
|
$26.7 Million
10.44% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
199,187
shares
|
$26.1 Million
4.59% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
197,592
shares
|
$25.9 Million
2.84% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
190,300
shares
|
$25 Million
18.87% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
177,487
shares
|
$23.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
176,953
shares
|
$23.2 Million
0.0% of portfolio
|
Q1 2025
Added 61.89%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
169,686
shares
|
$22.3 Million
6.18% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
168,124
shares
|
$22.1 Million
10.99% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
167,823
shares
|
$22 Million
3.43% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
164,962
shares
|
$21.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
163,716
shares
|
$21.5 Million
0.99% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
163,407
shares
|
$21.4 Million
2.05% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
149,110
shares
|
$19.6 Million
0.47% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
147,240
shares
|
$19.3 Million
12.97% of portfolio
|
Q2 2025
Added 493.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
145,427
shares
|
$19.1 Million
0.53% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,691
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
141,057
shares
|
$18.5 Million
4.97% of portfolio
|
Q2 2025
New holding
|