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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
46,878
shares
|
$6.02 Million
0.02% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
45,562
shares
|
$5.85 Million
5.42% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
45,499
shares
|
$5.85 Million
4.47% of portfolio
|
Q1 2025
Added 33.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
45,446
shares
|
$5.84 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$5.72 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
42,993
shares
|
$5.52 Million
3.43% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,834
shares
|
$5.37 Million
2.44% of portfolio
|
Q1 2025
Added 26.53%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
41,799
shares
|
$5.37 Million
3.3% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
40,136
shares
|
$5.16 Million
0.44% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
39,568
shares
|
$5.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
39,452
shares
|
$5.07 Million
1.47% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
38,593
shares
|
$4.96 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
38,502
shares
|
$4.95 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
38,374
shares
|
$4.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
37,254
shares
|
$4.79 Million
0.4% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,133
shares
|
$4.77 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
36,428
shares
|
$4.68 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
35,856
shares
|
$4.61 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
35,850
shares
|
$4.61 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
35,311
shares
|
$4.54 Million
4.6% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.51 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
34,584
shares
|
$4.44 Million
3.76% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
34,535
shares
|
$4.44 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
34,283
shares
|
$4.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
33,801
shares
|
$4.34 Million
0.3% of portfolio
|
Q1 2025
Added 0.23%
|