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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,597
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
11,537
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
11,490
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 23.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,385
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 282.82%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
11,166
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
11,062
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,039
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,771
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
10,700
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
10,574
shares
|
$1.36 Million
0.35% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,465
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,350
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2025
Added 351.97%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
10,208
shares
|
$1.31 Million
0.19% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
10,122
shares
|
$1.3 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,076
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Reduced 55.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,898
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,829
shares
|
$1.26 Million
0.03% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
9,606
shares
|
$1.23 Million
0.49% of portfolio
|
Q1 2025
Added 52.04%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
9,458
shares
|
$1.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.99%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,161
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2023
Added 38.57%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
9,148
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2024
Added 482.68%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,036
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2023
Reduced 9.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,922
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Added 363.48%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
8,813
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2024
Added 24.09%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,813
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 1.31%
|