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 |
|---|---|---|---|---|---|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
18,887
shares
|
$2.48 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
18,629
shares
|
$2.45 Million
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
18,451
shares
|
$2.42 Million
1.8% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
18,335
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
18,307
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
18,168
shares
|
$2.38 Million
0.88% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
17,244
shares
|
$2.26 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
17,099
shares
|
$2.24 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,982
shares
|
$2.23 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
16,556
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
Added 189.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
16,476
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
16,250
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 64.17%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
16,206
shares
|
$2.13 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
15,656
shares
|
$2.06 Million
0.08% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,479
shares
|
$2.03 Million
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
15,359
shares
|
$2.02 Million
0.89% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
15,247
shares
|
$2 Million
1.12% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,162
shares
|
$1.99 Million
0.87% of portfolio
|
Q2 2025
Added 49.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
14,978
shares
|
$1.97 Million
0.8% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
14,841
shares
|
$1.95 Million
0.72% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
14,668
shares
|
$1.93 Million
0.02% of portfolio
|
Q2 2025
Added 27.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,636
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
13,827
shares
|
$1.81 Million
1.43% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
13,774
shares
|
$1.81 Million
1.55% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,609
shares
|
$1.79 Million
0.08% of portfolio
|
Q2 2025
Added 0.83%
|