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 387 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
9258 Wealth Management, LLC
|
May 03, 2024 Q1 2024 |
103,089
shares
|
$12.2 Million
1.94% of portfolio
|
Q1 2024
Added 2.3%
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 15, 2024 Q1 2024 |
98,198
shares
|
$11.6 Million
2.03% of portfolio
|
Q1 2024
Added 1.94%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
94,013
shares
|
$11.2 Million
0.08% of portfolio
|
Q1 2024
Added 3.14%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
90,991
shares
|
$10.8 Million
0.33% of portfolio
|
Q1 2024
Added 13.86%
|
|
Sg Americas Securities, LLC
|
May 06, 2024 Q1 2024 |
87,590
shares
|
$10.4 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
86,931
shares
|
$10.3 Million
1.31% of portfolio
|
Q1 2024
Added 6.22%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
86,742
shares
|
$10.3 Million
0.09% of portfolio
|
Q1 2024
Added 17.7%
|
|
Capital Planning LLC
|
Apr 12, 2024 Q1 2024 |
86,739
shares
|
$10.3 Million
3.45% of portfolio
|
Q1 2024
Added 3.09%
|
|
Tfb Advisors LLC
Overland Park, KS |
May 03, 2024 Q1 2024 |
85,760
shares
|
$10.2 Million
3.61% of portfolio
|
Q1 2024
Added 8.55%
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 19, 2024 Q1 2024 |
85,254
shares
|
$10.1 Million
6.2% of portfolio
|
Q1 2024
Added 4.95%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
83,295
shares
|
$9.88 Million
0.16% of portfolio
|
Q1 2024
Added 4.87%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
82,862
shares
|
$9.83 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
79,677
shares
|
$9.45 Million
0.45% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
Arq Wealth Advisors, LLC
|
May 23, 2024 Q1 2024 |
76,898
shares
|
$9.12 Million
4.12% of portfolio
|
Q1 2024
Added 19.49%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
75,686
shares
|
$8.98 Million
0.02% of portfolio
|
Q1 2024
Added 397.25%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 25, 2024 Q1 2024 |
71,325
shares
|
$8.46 Million
0.46% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
69,999
shares
|
$8.3 Million
0.1% of portfolio
|
Q1 2024
Added 0.57%
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 23, 2024 Q1 2024 |
68,777
shares
|
$8.16 Million
2.84% of portfolio
|
Q1 2024
Reduced 18.18%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Apr 10, 2024 Q1 2024 |
65,163
shares
|
$7.73 Million
4.43% of portfolio
|
Q1 2024
Added 5.88%
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 14, 2024 Q1 2024 |
64,762
shares
|
$7.68 Million
3.22% of portfolio
|
Q1 2024
Added 9.55%
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
61,899
shares
|
$7.34 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
60,912
shares
|
$7.23 Million
0.0% of portfolio
|
Q1 2024
Added 6.1%
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2024 Q1 2024 |
59,919
shares
|
$7.11 Million
0.78% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
59,762
shares
|
$7.09 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Planning Directions Inc
|
May 08, 2024 Q1 2024 |
57,559
shares
|
$6.83 Million
4.91% of portfolio
|
Q1 2024
Reduced 6.22%
|