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 541 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $7.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
54,038
shares
|
$7.46 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
53,505
shares
|
$7.39 Million
4.31% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
52,803
shares
|
$7.29 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
52,301
shares
|
$7.22 Million
0.48% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
48,936
shares
|
$6.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
48,616
shares
|
$6.71 Million
0.74% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
47,143
shares
|
$6.51 Million
4.25% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
47,019
shares
|
$6.49 Million
5.43% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
46,919
shares
|
$6.48 Million
3.52% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
46,357
shares
|
$6.4 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
|
$6.15 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
43,725
shares
|
$6.04 Million
3.37% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
43,138
shares
|
$5.96 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
42,195
shares
|
$5.83 Million
0.14% of portfolio
|
Q3 2025
Added 518.42%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,834
shares
|
$5.78 Million
2.44% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
41,225
shares
|
$5.69 Million
0.01% of portfolio
|
Q2 2025
Added 26.99%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
40,791
shares
|
$5.63 Million
3.27% of portfolio
|
Q3 2025
Reduced 41.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
40,621
shares
|
$5.61 Million
0.07% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
40,136
shares
|
$5.54 Million
0.44% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
39,452
shares
|
$5.45 Million
1.29% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
38,572
shares
|
$5.33 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
|
$5.32 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
38,268
shares
|
$5.28 Million
2.04% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
38,008
shares
|
$5.25 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
|
$5.22 Million
4.77% of portfolio
|
Q2 2025
Added 96.2%
|