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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
136,252
shares
|
$17.9 Million
1.77% of portfolio
|
Q2 2025
Added 36.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
135,528
shares
|
$17.8 Million
0.65% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
132,914
shares
|
$17.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
132,478
shares
|
$17.4 Million
11.99% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$17.1 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
125,779
shares
|
$16.5 Million
3.97% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
125,263
shares
|
$16.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
120,420
shares
|
$15.8 Million
9.14% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
117,739
shares
|
$15.5 Million
1.5% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
114,850
shares
|
$15.1 Million
0.77% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
114,168
shares
|
$15 Million
3.5% of portfolio
|
Q2 2025
Reduced 97.37%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
114,168
shares
|
$15 Million
3.5% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
111,079
shares
|
$14.6 Million
0.16% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
110,609
shares
|
$14.5 Million
0.08% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
108,895
shares
|
$14.3 Million
0.1% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
107,168
shares
|
$14.1 Million
2.29% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
105,688
shares
|
$13.9 Million
0.33% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
103,368
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
102,959
shares
|
$13.5 Million
4.63% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
102,710
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
100,858
shares
|
$13.2 Million
3.97% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
100,663
shares
|
$13.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$13 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
89,617
shares
|
$11.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
88,890
shares
|
$11.7 Million
0.17% of portfolio
|
Q2 2025
Added 7.91%
|