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 400 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.83 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
2,822
shares
|
$361,046
0.08% of portfolio
|
Q4 2022
Reduced 3.78%
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
2,775
shares
|
$355,033
0.1% of portfolio
|
Q3 2022
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,757
shares
|
$352,730
0.01% of portfolio
|
Q1 2022
New holding
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,706
shares
|
$346,205
0.52% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
2,704
shares
|
$345,949
0.02% of portfolio
|
Q2 2024
Added 9.25%
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 07, 2024 Q2 2024 |
2,702
shares
|
$345,693
0.24% of portfolio
|
Q4 2022
New holding
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,670
shares
|
$341,599
0.01% of portfolio
|
Q4 2020
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
2,651
shares
|
$339,168
0.05% of portfolio
|
Q2 2024
Reduced 81.71%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
2,638
shares
|
$337,505
0.02% of portfolio
|
Q2 2024
New holding
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
2,587
shares
|
$330,980
0.03% of portfolio
|
Q2 2022
Reduced 0.27%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
2,581
shares
|
$330,213
0.05% of portfolio
|
Q3 2023
New holding
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
2,570
shares
|
$328,805
0.02% of portfolio
|
Q2 2024
Added 3.38%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,569
shares
|
$328,677
0.0% of portfolio
|
Q2 2024
Added 1.06%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
2,530
shares
|
$323,688
0.01% of portfolio
|
Q2 2024
Added 11.45%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,523
shares
|
$322,792
0.02% of portfolio
|
Q1 2024
Added 3.44%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
2,464
shares
|
$315,244
0.04% of portfolio
|
Q2 2024
Added 8.31%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
2,390
shares
|
$305,776
0.0% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
2,377
shares
|
$304,113
0.01% of portfolio
|
Q4 2020
New holding
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
2,371
shares
|
$303,345
0.04% of portfolio
|
Q2 2024
New holding
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 12, 2024 Q2 2024 |
2,351
shares
|
$300,786
0.07% of portfolio
|
Q2 2024
New holding
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,350
shares
|
$300,659
0.15% of portfolio
|
Q1 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
2,347
shares
|
$300,275
0.0% of portfolio
|
Q2 2024
Reduced 55.47%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
2,310
shares
|
$295,541
0.09% of portfolio
|
Q2 2024
Added 22.55%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
2,280
shares
|
$291,703
0.01% of portfolio
|
Q1 2023
New holding
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
2,280
shares
|
$291,703
0.0% of portfolio
|
Q1 2024
Reduced 6.75%
|