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 481 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,279
shares
|
$963,957
0.11% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,268
shares
|
$962,501
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
7,249
shares
|
$959,985
0.06% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,056
shares
|
$934,426
0.09% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$932,439
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$927,010
0.0% of portfolio
|
Q4 2024
Reduced 70.21%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
6,947
shares
|
$919,991
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
6,897
shares
|
$913,369
0.09% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,873
shares
|
$910,191
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,765
shares
|
$895,888
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,697
shares
|
$886,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
6,667
shares
|
$882,910
0.02% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,650
shares
|
$880,659
0.43% of portfolio
|
Q4 2023
Reduced 10.55%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
6,630
shares
|
$878,010
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,515
shares
|
$862,781
0.03% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,402
shares
|
$847,816
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,318
shares
|
$836,692
0.35% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$827,952
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
6,247
shares
|
$827,290
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,185
shares
|
$819,079
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$797,228
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,972
shares
|
$790,871
0.38% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,890
shares
|
$780,012
0.05% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
5,854
shares
|
$775,245
0.07% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,759
shares
|
$762,664
0.04% of portfolio
|
Q4 2024
Reduced 5.85%
|