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 414 institutions that hold shares in the stock, with a total of 46.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
16,093
shares
|
$2.04 Million
0.09% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
16,019
shares
|
$2.03 Million
0.26% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
15,803
shares
|
$2 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
15,727
shares
|
$1.99 Million
0.54% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,464
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,868
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.63%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
14,700
shares
|
$1.86 Million
0.61% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
14,437
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Added 10.9%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
14,028
shares
|
$1.78 Million
0.89% of portfolio
|
Q3 2024
Added 152.44%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
13,826
shares
|
$1.75 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
13,472
shares
|
$1.71 Million
0.33% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
13,022
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
12,739
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
12,582
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,287
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
12,086
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,961
shares
|
$1.52 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
11,635
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2024
Added 5.63%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
11,547
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.0%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,489
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bowman & CO S.C.
|
Jul 24, 2024 Q2 2024 |
11,384
shares
|
$1.44 Million
0.79% of portfolio
|
Q2 2024
Added 1.44%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
11,377
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,184
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
10,915
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Added 127.97%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
10,786
shares
|
$1.37 Million
0.55% of portfolio
|
Q3 2024
Added 731.61%
|