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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
125,568
shares
|
$16.1 Million
0.09% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
125,550
shares
|
$16.1 Million
4.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
124,736
shares
|
$16 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
121,657
shares
|
$15.6 Million
0.2% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
117,271
shares
|
$15.1 Million
9.68% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
109,929
shares
|
$14.1 Million
0.18% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
109,285
shares
|
$14 Million
4.18% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
108,341
shares
|
$13.9 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
107,359
shares
|
$13.8 Million
0.11% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
107,080
shares
|
$13.8 Million
0.09% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
103,574
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
102,949
shares
|
$13.2 Million
5.32% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
102,621
shares
|
$13.2 Million
2.36% of portfolio
|
Q1 2025
Added 35.15%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
102,007
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
101,675
shares
|
$13.1 Million
0.34% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
100,033
shares
|
$12.9 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$12.8 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
98,193
shares
|
$12.6 Million
1.39% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
94,729
shares
|
$12.2 Million
0.1% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
86,770
shares
|
$11.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
86,568
shares
|
$11.1 Million
4.25% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
86,079
shares
|
$11.1 Million
3.76% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
84,491
shares
|
$10.9 Million
3.2% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
83,451
shares
|
$10.7 Million
0.73% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
82,787
shares
|
$10.6 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.32%
|