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 521 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $6.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
190
shares
|
$25,108
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
170
shares
|
$22,465
0.01% of portfolio
|
Q3 2023
Reduced 2.3%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
165
shares
|
$21,804
0.0% of portfolio
|
Q3 2024
Reduced 43.1%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
164
shares
|
$21,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
157
shares
|
$20,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
152
shares
|
$20,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
148
shares
|
$19,558
0.0% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
141
shares
|
$18,633
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
140
shares
|
$18,501
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
132
shares
|
$17,443
0.0% of portfolio
|
Q2 2018
Added 2.36%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
128
shares
|
$16,915
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
123
shares
|
$16,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
105
shares
|
$13,875
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
101
shares
|
$13,347
0.01% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
100
shares
|
$13,215
0.0% of portfolio
|
Q1 2024
Reduced 92.02%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
100
shares
|
$13,215
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
94
shares
|
$12,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
88
shares
|
$11,629
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
87
shares
|
$11,497
0.0% of portfolio
|
Q1 2024
Added 254.02%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
87
shares
|
$11,497
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
80
shares
|
$10,572
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
79
shares
|
$10,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
77
shares
|
$10,175
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
75
shares
|
$9,911
0.01% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
65
shares
|
$8,589
0.0% of portfolio
|
Q3 2023
Added 1.56%
|