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 |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
249,056
shares
|
$31.8 Million
0.03% of portfolio
|
Q2 2024
Added 8.43%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
242,962
shares
|
$31.1 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jul 22, 2024 Q2 2024 |
242,729
shares
|
$31 Million
3.52% of portfolio
|
Q2 2024
Added 3.58%
|
|
Bernardo Wealth Planning LLC
|
Jul 10, 2024 Q2 2024 |
242,607
shares
|
$31 Million
7.74% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
240,132
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2024
Added 11467.05%
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
229,493
shares
|
$29.3 Million
10.67% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$29 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Zeit Capital LLC
|
Jul 11, 2024 Q2 2024 |
214,283
shares
|
$27.4 Million
20.62% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
208,089
shares
|
$26.6 Million
0.18% of portfolio
|
Q2 2024
Added 5.57%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
206,259
shares
|
$26.4 Million
3.99% of portfolio
|
Q2 2024
Added 1.65%
|
|
Capital Advantage, Inc.
|
Jul 11, 2024 Q2 2024 |
198,845
shares
|
$25.4 Million
4.87% of portfolio
|
Q2 2024
Added 11.77%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
172,875
shares
|
$22.1 Million
0.48% of portfolio
|
Q2 2024
Reduced 11.15%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
161,808
shares
|
$20.7 Million
0.04% of portfolio
|
Q2 2024
Added 0.8%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
149,784
shares
|
$19.1 Million
0.63% of portfolio
|
Q2 2024
Added 0.01%
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jul 26, 2024 Q2 2024 |
144,532
shares
|
$18.5 Million
12.69% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
138,404
shares
|
$17.7 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
135,419
shares
|
$17.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 07, 2024 Q2 2024 |
133,337
shares
|
$17 Million
2.7% of portfolio
|
Q2 2024
Added 35.78%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
130,124
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2024
Added 6.19%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
130,016
shares
|
$16.6 Million
0.86% of portfolio
|
Q2 2024
Added 5.07%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
124,195
shares
|
$15.9 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
123,732
shares
|
$15.8 Million
2.21% of portfolio
|
Q1 2024
Reduced 17.94%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
121,286
shares
|
$15.5 Million
0.14% of portfolio
|
Q2 2024
Reduced 33.38%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
115,231
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2024
Added 89.18%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
105,393
shares
|
$13.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.48%
|