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 440 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $6.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
279,603
shares
|
$37 Million
0.04% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
278,750
shares
|
$36.9 Million
0.05% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
254,492
shares
|
$33.7 Million
3.59% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
229,052
shares
|
$30.3 Million
7.26% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
227,972
shares
|
$30.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
227,436
shares
|
$30.1 Million
10.89% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$30.1 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Zeit Capital LLC
|
Oct 10, 2024 Q3 2024 |
211,776
shares
|
$28 Million
20.84% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
207,547
shares
|
$27.5 Million
3.22% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
203,684
shares
|
$26.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
199,206
shares
|
$26.3 Million
3.96% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
197,279
shares
|
$26.1 Million
4.87% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
195,051
shares
|
$25.8 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
177,531
shares
|
$23.5 Million
0.19% of portfolio
|
Q3 2024
Added 46.37%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
165,454
shares
|
$21.9 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
163,445
shares
|
$21.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
161,053
shares
|
$21.3 Million
11.02% of portfolio
|
Q3 2024
Added 92.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
160,252
shares
|
$21.2 Million
0.65% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
149,356
shares
|
$19.8 Million
3.1% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
144,278
shares
|
$19.1 Million
13.08% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,691
shares
|
$18.7 Million
0.02% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
135,705
shares
|
$17.9 Million
0.88% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$17.3 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
125,764
shares
|
$16.6 Million
0.67% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
124,644
shares
|
$16.5 Million
0.06% of portfolio
|
Q3 2024
Added 0.36%
|