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 $5.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
3,715
shares
|
$440,933
0.03% of portfolio
|
Q1 2024
Reduced 14.04%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
3,661
shares
|
$434,524
0.02% of portfolio
|
Q1 2024
Added 12.37%
|
|
Wiley Bros. Aintree Capital, LLC
|
Apr 11, 2024 Q1 2024 |
3,584
shares
|
$425,384
0.06% of portfolio
|
Q1 2024
New holding
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
3,570
shares
|
$423,723
0.24% of portfolio
|
Q1 2024
Added 26.64%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
3,370
shares
|
$399,985
0.0% of portfolio
|
Q3 2017
New holding
|
|
Avalon Trust CO
Santa Fe, NM |
May 07, 2024 Q1 2024 |
3,334
shares
|
$395,712
0.03% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
3,323
shares
|
$394,406
0.06% of portfolio
|
Q1 2024
Reduced 80.99%
|
|
Fusion Family Wealth LLC
|
May 10, 2024 Q1 2024 |
3,290
shares
|
$390,490
0.04% of portfolio
|
Q4 2022
Reduced 14.32%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
3,261
shares
|
$387,048
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 14, 2024 Q1 2024 |
3,188
shares
|
$378,383
0.04% of portfolio
|
Q1 2024
Added 0.57%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
3,120
shares
|
$370,312
0.09% of portfolio
|
Q4 2023
New holding
|
|
Kc Investment Advisors, LLC
Wichita, KS |
May 09, 2024 Q1 2024 |
3,073
shares
|
$364,734
0.19% of portfolio
|
Q1 2024
Reduced 17.59%
|
|
Camden Capital, LLC
|
May 15, 2024 Q1 2024 |
3,073
shares
|
$364,734
0.03% of portfolio
|
Q4 2023
Added 1.35%
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 03, 2024 Q1 2024 |
3,006
shares
|
$356,782
0.32% of portfolio
|
Q1 2024
New holding
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
3,004
shares
|
$356,544
0.02% of portfolio
|
Q2 2021
Reduced 4.76%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
2,990
shares
|
$354,883
0.27% of portfolio
|
Q4 2023
New holding
|
|
Richardson Financial Services Inc.
Medway, MA |
May 03, 2024 Q1 2024 |
2,972
shares
|
$352,746
0.25% of portfolio
|
Q1 2024
Added 11.48%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
2,927
shares
|
$347,405
0.03% of portfolio
|
Q2 2023
Reduced 4.41%
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 30, 2024 Q1 2024 |
2,922
shares
|
$346,812
0.27% of portfolio
|
Q3 2023
New holding
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
2,910
shares
|
$345,387
0.01% of portfolio
|
Q1 2024
Added 89.58%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
2,852
shares
|
$338,503
0.03% of portfolio
|
Q1 2024
New holding
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
2,822
shares
|
$334,943
0.08% of portfolio
|
Q4 2022
Reduced 3.78%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
2,778
shares
|
$329,720
0.0% of portfolio
|
Q1 2024
Reduced 56.31%
|
|
Apeiron Ria LLC
|
Apr 15, 2024 Q1 2024 |
2,775
shares
|
$329,364
0.1% of portfolio
|
Q3 2022
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,757
shares
|
$327,228
0.01% of portfolio
|
Q1 2022
New holding
|