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 440 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$8.79 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
66,298
shares
|
$8.77 Million
0.03% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
63,657
shares
|
$8.42 Million
1.65% of portfolio
|
Q3 2024
Added 39.57%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.41 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
|
$8.19 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,721
shares
|
$8.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
61,312
shares
|
$8.11 Million
0.03% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
58,357
shares
|
$7.72 Million
0.73% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
56,361
shares
|
$7.45 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
55,590
shares
|
$7.35 Million
4.26% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
54,026
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.12%
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
52,382
shares
|
$6.93 Million
4.1% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
51,118
shares
|
$6.76 Million
5.12% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
50,931
shares
|
$6.74 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
48,633
shares
|
$6.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
46,979
shares
|
$6.21 Million
5.77% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
46,809
shares
|
$6.19 Million
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
46,515
shares
|
$6.15 Million
0.72% of portfolio
|
Q3 2024
Added 190.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
45,243
shares
|
$5.98 Million
0.08% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
45,034
shares
|
$5.96 Million
4.23% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
44,544
shares
|
$5.89 Million
0.34% of portfolio
|
Q3 2024
Added 127.72%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$5.89 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
44,289
shares
|
$5.86 Million
3.3% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
43,374
shares
|
$5.74 Million
0.19% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
42,023
shares
|
$5.56 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.43%
|