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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
148
shares
|
$19,013
0.0% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
141
shares
|
$18,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
141
shares
|
$18,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
140
shares
|
$17,985
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
132
shares
|
$16,958
0.0% of portfolio
|
Q2 2018
Added 2.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
128
shares
|
$16,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
123
shares
|
$15,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
105
shares
|
$13,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
101
shares
|
$12,975
0.01% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
100
shares
|
$12,847
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$12,847
0.0% of portfolio
|
Q1 2024
Reduced 92.02%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
94
shares
|
$12,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
88
shares
|
$11,305
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
87
shares
|
$11,176
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
87
shares
|
$11,176
0.0% of portfolio
|
Q1 2024
Added 254.02%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
80
shares
|
$10,277
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
79
shares
|
$10,149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
77
shares
|
$9,892
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
75
shares
|
$9,635
0.01% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
65
shares
|
$8,350
0.0% of portfolio
|
Q3 2023
Added 1.56%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
52
shares
|
$6,680
0.0% of portfolio
|
Q1 2025
Reduced 98.13%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
50
shares
|
$6,423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
45
shares
|
$5,781
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
45
shares
|
$5,781
0.0% of portfolio
|
Q4 2023
Reduced 95.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
31
shares
|
$3,982
0.0% of portfolio
|
Q1 2025
New holding
|