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 414 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
34,301
shares
|
$4.35 Million
1.82% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
32,626
shares
|
$4.13 Million
0.0% of portfolio
|
Q3 2024
Added 12744.88%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
32,452
shares
|
$4.11 Million
0.04% of portfolio
|
Q2 2024
Reduced 24.87%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
31,947
shares
|
$4.05 Million
0.47% of portfolio
|
Q2 2024
Added 31.57%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
31,644
shares
|
$4.01 Million
0.34% of portfolio
|
Q2 2024
Added 22.92%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
31,010
shares
|
$3.93 Million
3.6% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
30,953
shares
|
$3.92 Million
0.04% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
30,285
shares
|
$3.84 Million
1.55% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
30,190
shares
|
$3.83 Million
0.29% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
29,682
shares
|
$3.76 Million
0.24% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
28,976
shares
|
$3.67 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
28,668
shares
|
$3.63 Million
0.24% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
28,263
shares
|
$3.58 Million
0.18% of portfolio
|
Q2 2024
Reduced 60.37%
|
|
|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
27,505
shares
|
$3.49 Million
1.23% of portfolio
|
Q2 2024
Added 0.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
27,384
shares
|
$3.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 29.6%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
27,205
shares
|
$3.45 Million
2.91% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
26,994
shares
|
$3.42 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
26,388
shares
|
$3.34 Million
1.72% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,064
shares
|
$3.3 Million
0.1% of portfolio
|
Q2 2020
Added 13.8%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
25,623
shares
|
$3.25 Million
0.03% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
25,515
shares
|
$3.23 Million
0.88% of portfolio
|
Q3 2024
Added 63.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
25,503
shares
|
$3.23 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
25,395
shares
|
$3.22 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
25,341
shares
|
$3.21 Million
0.42% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
23,640
shares
|
$3 Million
0.02% of portfolio
|
Q2 2024
Added 0.94%
|