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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
82,375
shares
|
$10.6 Million
0.16% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
78,910
shares
|
$10.1 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
75,299
shares
|
$9.67 Million
0.13% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
74,749
shares
|
$9.6 Million
0.03% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
74,702
shares
|
$9.6 Million
0.02% of portfolio
|
Q1 2025
Added 79.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
70,716
shares
|
$9.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
68,845
shares
|
$8.84 Million
1.17% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,105
shares
|
$8.75 Million
2.7% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
67,827
shares
|
$8.71 Million
5.93% of portfolio
|
Q1 2025
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$8.54 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
65,698
shares
|
$8.44 Million
3.03% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
64,152
shares
|
$8.24 Million
1.27% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.17 Million
3.02% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
62,399
shares
|
$8.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
62,144
shares
|
$7.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
61,899
shares
|
$7.95 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Pachira Investments Inc.
|
May 05, 2025 Q1 2025 |
59,954
shares
|
$7.7 Million
5.94% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
56,803
shares
|
$7.3 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
56,350
shares
|
$7.24 Million
0.59% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
52,757
shares
|
$6.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
52,501
shares
|
$6.74 Million
4.51% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
49,194
shares
|
$6.32 Million
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
47,912
shares
|
$6.16 Million
0.77% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
47,112
shares
|
$6.05 Million
1.47% of portfolio
|
Q1 2025
Added 614.36%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
46,967
shares
|
$6.03 Million
2.61% of portfolio
|
Q1 2025
Reduced 6.95%
|