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 440 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
13,969,433
shares
|
$1.81 Billion
5.14% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,747,774
shares
|
$486 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,811,135
shares
|
$365 Million
0.03% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Lincoln National Corp
|
Oct 24, 2024 Q3 2024 |
1,928,581
shares
|
$250 Million
7.96% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,798,818
shares
|
$233 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,549,831
shares
|
$201 Million
0.07% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,373,587
shares
|
$178 Million
0.05% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,260,757
shares
|
$164 Million
0.1% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
899,191
shares
|
$117 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
690,138
shares
|
$89.5 Million
15.09% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
646,158
shares
|
$83.8 Million
0.93% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
608,550
shares
|
$78.9 Million
0.02% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
600,201
shares
|
$77.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
540,355
shares
|
$70.1 Million
1.51% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,029
shares
|
$68 Million
0.04% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
507,550
shares
|
$65.8 Million
7.38% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
466,819
shares
|
$60.6 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
463,703
shares
|
$60.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
456,034
shares
|
$59.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
454,247
shares
|
$58.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
397,866
shares
|
$51.6 Million
0.17% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
380,098
shares
|
$49.3 Million
5.18% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
355,806
shares
|
$46.2 Million
13.51% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
337,797
shares
|
$43.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
299,634
shares
|
$38.9 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.48%
|