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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
55,956
shares
|
$7.34 Million
1.36% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
55,664
shares
|
$7.31 Million
4.34% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
54,038
shares
|
$7.09 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
53,401
shares
|
$7.01 Million
5.42% of portfolio
|
Q2 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
53,126
shares
|
$6.97 Million
4.31% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
52,803
shares
|
$6.93 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
52,294
shares
|
$6.86 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
48,936
shares
|
$6.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
48,616
shares
|
$6.38 Million
0.74% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
47,224
shares
|
$6.2 Million
0.86% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
47,019
shares
|
$6.17 Million
5.43% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
46,919
shares
|
$6.16 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
46,357
shares
|
$6.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$5.85 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
43,725
shares
|
$5.74 Million
3.37% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,834
shares
|
$5.49 Million
2.44% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
41,225
shares
|
$5.41 Million
0.01% of portfolio
|
Q2 2025
Added 26.99%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
40,883
shares
|
$5.37 Million
4.02% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
40,621
shares
|
$5.33 Million
0.07% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
40,136
shares
|
$5.27 Million
0.44% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
39,452
shares
|
$5.18 Million
1.29% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
38,572
shares
|
$5.06 Million
0.15% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
38,502
shares
|
$5.05 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
38,008
shares
|
$4.99 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
37,775
shares
|
$4.96 Million
4.77% of portfolio
|
Q2 2025
Added 96.2%
|