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 |
|---|---|---|---|---|---|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
3,630
shares
|
$480,720
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,630
shares
|
$480,720
0.06% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,581
shares
|
$474,231
0.03% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$463,505
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$463,505
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
3,370
shares
|
$446,289
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,290
shares
|
$435,694
0.04% of portfolio
|
Q4 2022
Reduced 14.32%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,273
shares
|
$433,443
0.03% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,265
shares
|
$432,383
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
3,234
shares
|
$428,278
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,182
shares
|
$421,392
0.21% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,166
shares
|
$419,273
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,133
shares
|
$414,903
0.27% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
3,006
shares
|
$398,084
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,974
shares
|
$393,846
0.0% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,957
shares
|
$391,595
0.0% of portfolio
|
Q4 2024
Reduced 43.89%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
2,922
shares
|
$386,960
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,895
shares
|
$383,384
0.24% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,887
shares
|
$382,325
0.58% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
2,882
shares
|
$381,663
0.02% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
2,865
shares
|
$379,411
0.07% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,865
shares
|
$379,411
0.01% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
2,822
shares
|
$373,717
0.08% of portfolio
|
Q4 2022
Reduced 3.78%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,785
shares
|
$368,817
0.0% of portfolio
|
Q4 2024
Added 86.41%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,775
shares
|
$367,493
0.1% of portfolio
|
Q3 2022
New holding
|