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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
23,640
shares
|
$3.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
22,965
shares
|
$2.95 Million
4.16% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
22,887
shares
|
$2.94 Million
2.67% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
22,800
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 225.71%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
22,563
shares
|
$2.9 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
21,609
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,229
shares
|
$2.6 Million
0.05% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
20,121
shares
|
$2.58 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,119
shares
|
$2.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.49 Million
0.23% of portfolio
|
Q2 2023
Added 3.21%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
19,253
shares
|
$2.47 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,235
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
18,922
shares
|
$2.43 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
18,707
shares
|
$2.4 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
18,660
shares
|
$2.4 Million
1.29% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
18,629
shares
|
$2.39 Million
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18,339
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
18,234
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
18,168
shares
|
$2.33 Million
0.88% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
17,611
shares
|
$2.26 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,122
shares
|
$2.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,982
shares
|
$2.18 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,927
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
16,711
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
16,711
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.99%
|