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 487 institutions that hold shares in the stock, with a total of 48 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
20,346
shares
|
$2.59 Million
2.27% of portfolio
|
Q4 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,283
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
20,146
shares
|
$2.56 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.46 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
|
$2.45 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
19,092
shares
|
$2.43 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,080
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 37.55%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
19,065
shares
|
$2.43 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
18,886
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 17.76%
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
18,753
shares
|
$2.39 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
18,629
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
18,488
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,419
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
Added 1.51%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,407
shares
|
$2.34 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,371
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 166.88%
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,088
shares
|
$2.18 Million
0.13% of portfolio
|
Q4 2024
Added 1.92%
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
17,087
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
Added 32.71%
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
17,006
shares
|
$2.16 Million
0.91% of portfolio
|
Q4 2024
Added 1.14%
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,982
shares
|
$2.16 Million
0.15% of portfolio
|
Q4 2024
Added 0.27%
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
16,905
shares
|
$2.15 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
16,711
shares
|
$2.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
15,979
shares
|
$2.03 Million
0.76% of portfolio
|
Q4 2024
Added 50.05%
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
15,682
shares
|
$2 Million
0.87% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
15,490
shares
|
$1.97 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
15,472
shares
|
$1.97 Million
0.12% of portfolio
|
Q4 2024
Added 0.05%
|