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 |
|---|---|---|---|---|---|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
32,877
shares
|
$4.22 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,462
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Added 34.6%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
31,062
shares
|
$3.99 Million
0.21% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30,867
shares
|
$3.97 Million
3.4% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
29,819
shares
|
$3.83 Million
0.2% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$3.83 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
29,685
shares
|
$3.81 Million
1.78% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,540
shares
|
$3.8 Million
0.09% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
28,744
shares
|
$3.69 Million
1.85% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
27,970
shares
|
$3.59 Million
1.48% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
27,454
shares
|
$3.53 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
27,134
shares
|
$3.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
26,958
shares
|
$3.46 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
26,628
shares
|
$3.42 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,064
shares
|
$3.35 Million
0.1% of portfolio
|
Q2 2020
Added 13.8%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
26,063
shares
|
$3.35 Million
1.04% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
25,798
shares
|
$3.31 Million
0.43% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,727
shares
|
$3.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
25,505
shares
|
$3.28 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
25,482
shares
|
$3.27 Million
0.37% of portfolio
|
Q1 2025
Reduced 47.18%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
25,395
shares
|
$3.26 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
24,957
shares
|
$3.21 Million
0.31% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
24,827
shares
|
$3.19 Million
2.38% of portfolio
|
Q1 2025
Added 257.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
24,708
shares
|
$3.17 Million
1.01% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
24,590
shares
|
$3.16 Million
0.59% of portfolio
|
Q1 2025
Added 84.65%
|