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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,476
shares
|
$2.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
16,409
shares
|
$2.11 Million
0.87% of portfolio
|
Q1 2025
Added 51.7%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
16,363
shares
|
$2.1 Million
1.97% of portfolio
|
Q1 2025
Added 833.96%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
16,328
shares
|
$2.1 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
15,711
shares
|
$2.02 Million
0.91% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,653
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
15,543
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
15,479
shares
|
$1.99 Million
0.11% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
15,416
shares
|
$1.98 Million
1.11% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
14,752
shares
|
$1.9 Million
0.85% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
14,065
shares
|
$1.81 Million
0.79% of portfolio
|
Q1 2025
Added 29.88%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
13,776
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
13,774
shares
|
$1.77 Million
1.55% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
13,694
shares
|
$1.76 Million
0.58% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
13,552
shares
|
$1.74 Million
1.51% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,534
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 102.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
13,497
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,873
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 47.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,315
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,287
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
12,102
shares
|
$1.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
12,032
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
11,902
shares
|
$1.53 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
11,647
shares
|
$1.5 Million
0.74% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
11,601
shares
|
$1.49 Million
0.9% of portfolio
|
Q4 2024
Added 7.67%
|