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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
13,449
shares
|
$1.77 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
13,410
shares
|
$1.76 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
13,058
shares
|
$1.71 Million
0.17% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
13,000
shares
|
$1.71 Million
0.16% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,551
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,549
shares
|
$1.65 Million
0.02% of portfolio
|
Q2 2025
Added 24.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,519
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 129.45%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
12,446
shares
|
$1.63 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,287
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
12,223
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Added 194.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,167
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
11,919
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,828
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
11,647
shares
|
$1.53 Million
0.69% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
11,601
shares
|
$1.52 Million
0.9% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
11,206
shares
|
$1.47 Million
0.42% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
11,182
shares
|
$1.47 Million
0.04% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,139
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,118
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
11,062
shares
|
$1.45 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
10,700
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,415
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 32.99%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,372
shares
|
$1.36 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
10,356
shares
|
$1.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,898
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Added 46.31%
|