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 487 institutions that hold shares in the stock, with a total of 48 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
43,893
shares
|
$5.59 Million
5.06% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
42,572
shares
|
$5.42 Million
3.05% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
41,701
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
40,338
shares
|
$5.13 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
39,242
shares
|
$5 Million
0.99% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38,858
shares
|
$4.95 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
38,502
shares
|
$4.9 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
38,374
shares
|
$4.88 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
37,206
shares
|
$4.74 Million
0.39% of portfolio
|
Q4 2024
Added 45.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
37,179
shares
|
$4.73 Million
0.14% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
36,233
shares
|
$4.61 Million
0.39% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
35,850
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
35,692
shares
|
$4.54 Million
0.33% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.47 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
34,854
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 537.3%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
34,301
shares
|
$4.37 Million
1.82% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
34,216
shares
|
$4.36 Million
3.59% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
34,002
shares
|
$4.33 Million
3.37% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
33,724
shares
|
$4.29 Million
0.29% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
33,063
shares
|
$4.21 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
31,872
shares
|
$4.06 Million
4.04% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
30,800
shares
|
$3.92 Million
0.23% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$3.79 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
29,512
shares
|
$3.76 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
28,505
shares
|
$3.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.49%
|