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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
485
shares
|
$63,661
0.02% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
476
shares
|
$62,479
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
444
shares
|
$58,279
0.01% of portfolio
|
Q1 2025
Added 339.6%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
433
shares
|
$56,835
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
405
shares
|
$53,160
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
355
shares
|
$46,597
0.02% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
355
shares
|
$46,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
354
shares
|
$46,466
0.02% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
341
shares
|
$44,759
0.0% of portfolio
|
Q3 2022
Reduced 63.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
298
shares
|
$39,115
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
297
shares
|
$38,984
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
290
shares
|
$38,065
0.03% of portfolio
|
Q4 2024
Reduced 42.23%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
285
shares
|
$37,409
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
281
shares
|
$36,884
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
271
shares
|
$35,571
0.0% of portfolio
|
Q4 2021
Reduced 97.48%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
253
shares
|
$33,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
245
shares
|
$32,158
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
243
shares
|
$31,896
0.0% of portfolio
|
Q1 2025
Added 49.08%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
229
shares
|
$30,058
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
223
shares
|
$29,270
0.0% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
221
shares
|
$29,008
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
220
shares
|
$28,877
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
210
shares
|
$27,564
0.01% of portfolio
|
Q1 2025
Added 31.25%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
208
shares
|
$27,302
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
190
shares
|
$24,939
0.01% of portfolio
|
Q2 2025
New holding
|