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 487 institutions that hold shares in the stock, with a total of 48 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
123,446
shares
|
$15.7 Million
3.95% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
119,142
shares
|
$15.2 Million
0.17% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
109,656
shares
|
$14 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
109,365
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Added 102.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
109,303
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
108,952
shares
|
$13.9 Million
0.21% of portfolio
|
Q4 2024
Added 2115.37%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
108,572
shares
|
$13.8 Million
8.6% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
108,472
shares
|
$13.8 Million
3.75% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
107,668
shares
|
$13.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
106,131
shares
|
$13.5 Million
0.11% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
105,522
shares
|
$13.4 Million
0.08% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
102,621
shares
|
$13.1 Million
2.36% of portfolio
|
Q1 2025
Added 35.15%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
102,348
shares
|
$13 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$12.6 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
96,384
shares
|
$12.3 Million
0.33% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
94,202
shares
|
$12 Million
4.56% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
92,698
shares
|
$11.8 Million
1.29% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
88,675
shares
|
$11.3 Million
0.11% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
87,792
shares
|
$11.2 Million
4.31% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
87,163
shares
|
$11.1 Million
0.03% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
87,124
shares
|
$11.1 Million
3.15% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
82,787
shares
|
$10.5 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
81,730
shares
|
$10.4 Million
0.15% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
75,862
shares
|
$9.66 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
75,700
shares
|
$9.64 Million
0.1% of portfolio
|
Q4 2024
Added 2.69%
|