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 388 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
12,857,390
shares
|
$1.52 Billion
5.03% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,896,163
shares
|
$462 Million
0.04% of portfolio
|
Q1 2024
Added 0.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,473,842
shares
|
$293 Million
0.02% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
1,964,653
shares
|
$233 Million
3.75% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,804,849
shares
|
$214 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,675,937
shares
|
$199 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,378,681
shares
|
$163 Million
0.11% of portfolio
|
Q1 2024
Added 0.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,014,445
shares
|
$120 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
657,033
shares
|
$77.9 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
595,968
shares
|
$70.6 Million
0.89% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
585,396
shares
|
$69.4 Million
0.02% of portfolio
|
Q1 2024
Added 5.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
573,422
shares
|
$68 Million
0.02% of portfolio
|
Q1 2024
Added 3.45%
|
|
|
Black Diamond Financial, LLC
|
May 06, 2024 Q1 2024 |
567,595
shares
|
$67.3 Million
17.14% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
567,520
shares
|
$67.3 Million
0.11% of portfolio
|
Q1 2024
Added 7.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
505,815
shares
|
$59.9 Million
0.25% of portfolio
|
Q1 2024
Added 41.01%
|
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
496,940
shares
|
$58.9 Million
1.35% of portfolio
|
Q1 2024
Added 55.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
492,466
shares
|
$58.4 Million
0.04% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
489,760
shares
|
$58 Million
0.13% of portfolio
|
Q1 2024
Reduced 56.46%
|
|
|
Means Investment Co., Inc.
|
Apr 17, 2024 Q1 2024 |
443,933
shares
|
$52.6 Million
6.86% of portfolio
|
Q1 2024
Added 13.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
433,479
shares
|
$51.4 Million
0.15% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 25, 2024 Q1 2024 |
398,333
shares
|
$47.2 Million
5.71% of portfolio
|
Q4 2023
Added 8.66%
|
|
|
ETF Portfolio Partners, Inc.
|
May 03, 2024 Q1 2024 |
322,598
shares
|
$38.2 Million
12.22% of portfolio
|
Q1 2024
Added 195.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
310,546
shares
|
$36.8 Million
0.14% of portfolio
|
Q1 2024
Added 1.89%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
293,809
shares
|
$34.8 Million
0.24% of portfolio
|
Q1 2024
Added 4.8%
|
|
|
Bernardo Wealth Planning LLC
|
May 07, 2024 Q1 2024 |
256,791
shares
|
$30.4 Million
8.54% of portfolio
|
Q1 2024
Added 4.62%
|
|