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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
87,981
shares
|
$11.5 Million
1.51% of portfolio
|
Q2 2025
Added 93.59%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
87,658
shares
|
$11.5 Million
6.61% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
86,568
shares
|
$11.4 Million
3.73% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
84,837
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
83,305
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
83,244
shares
|
$10.9 Million
1.39% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
82,292
shares
|
$10.8 Million
2.9% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
81,797
shares
|
$10.7 Million
1.76% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
78,059
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
75,450
shares
|
$9.9 Million
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
72,738
shares
|
$9.55 Million
4.95% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
70,716
shares
|
$9.28 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
69,930
shares
|
$9.18 Million
1.15% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
69,474
shares
|
$9.12 Million
5.57% of portfolio
|
Q2 2025
Added 52.69%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,105
shares
|
$8.94 Million
2.7% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$8.73 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
64,206
shares
|
$8.43 Million
0.01% of portfolio
|
Q2 2025
Added 62.27%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
63,753
shares
|
$8.37 Million
7.07% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.35 Million
3.02% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
61,899
shares
|
$8.12 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
61,764
shares
|
$8.11 Million
3.0% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
60,986
shares
|
$8.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
58,964
shares
|
$7.74 Million
2.56% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
56,509
shares
|
$7.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
56,249
shares
|
$7.38 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.18%
|