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 560 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,064
shares
|
$3.61 Million
0.1% of portfolio
|
Q2 2020
Added 13.8%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
26,003
shares
|
$3.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
25,485
shares
|
$3.53 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,461
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
25,395
shares
|
$3.52 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
25,343
shares
|
$3.51 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
24,871
shares
|
$3.44 Million
1.24% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
24,847
shares
|
$3.44 Million
2.15% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
24,734
shares
|
$3.43 Million
0.28% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
23,769
shares
|
$3.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
23,640
shares
|
$3.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
23,538
shares
|
$3.26 Million
0.79% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
22,965
shares
|
$3.18 Million
4.37% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
22,446
shares
|
$3.11 Million
0.81% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,280
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
21,913
shares
|
$3.03 Million
0.38% of portfolio
|
Q3 2025
Reduced 16.56%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
21,638
shares
|
$3 Million
0.85% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
21,444
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.06%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
21,369
shares
|
$2.96 Million
0.11% of portfolio
|
Q3 2025
Added 162.65%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
21,173
shares
|
$2.93 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
20,168
shares
|
$2.79 Million
1.29% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
20,149
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
19,982
shares
|
$2.77 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
19,981
shares
|
$2.77 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
19,888
shares
|
$2.75 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|