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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
26,263
shares
|
$3.45 Million
0.35% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,064
shares
|
$3.42 Million
0.1% of portfolio
|
Q2 2020
Added 13.8%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
25,798
shares
|
$3.39 Million
0.43% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,727
shares
|
$3.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
25,621
shares
|
$3.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
25,505
shares
|
$3.35 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
25,395
shares
|
$3.33 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
24,857
shares
|
$3.26 Million
1.26% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
24,710
shares
|
$3.24 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
24,084
shares
|
$3.16 Million
2.66% of portfolio
|
Q2 2025
Added 47.19%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
23,869
shares
|
$3.13 Million
2.32% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
23,640
shares
|
$3.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
22,965
shares
|
$3.01 Million
4.22% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
22,442
shares
|
$2.95 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
22,301
shares
|
$2.93 Million
1.54% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
21,916
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
Added 299.78%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,664
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
21,551
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 28.96%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
21,202
shares
|
$2.78 Million
1.4% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
21,143
shares
|
$2.78 Million
0.9% of portfolio
|
Q2 2025
Added 28.85%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
20,941
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
20,564
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
20,155
shares
|
$2.65 Million
1.26% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.54 Million
0.23% of portfolio
|
Q2 2023
Added 3.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,235
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|