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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
135,528
shares
|
$17.9 Million
0.65% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
134,557
shares
|
$17.8 Million
2.07% of portfolio
|
Q1 2025
Added 115.95%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$17.2 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
125,779
shares
|
$16.6 Million
3.97% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
125,568
shares
|
$16.6 Million
0.09% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
121,657
shares
|
$16.1 Million
0.2% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
117,739
shares
|
$15.6 Million
1.5% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
117,271
shares
|
$15.5 Million
9.68% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
114,168
shares
|
$15.1 Million
3.5% of portfolio
|
Q2 2025
Reduced 97.37%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
114,168
shares
|
$15.1 Million
3.5% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
109,929
shares
|
$14.5 Million
0.18% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
107,359
shares
|
$14.2 Million
0.11% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
107,168
shares
|
$14.2 Million
2.29% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
107,080
shares
|
$14.2 Million
0.09% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
103,574
shares
|
$13.7 Million
0.01% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
102,949
shares
|
$13.6 Million
5.32% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
102,007
shares
|
$13.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
100,858
shares
|
$13.3 Million
3.97% of portfolio
|
Q2 2025
Added 17.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
100,663
shares
|
$13.3 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
100,033
shares
|
$13.2 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$13.1 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
89,617
shares
|
$11.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
86,568
shares
|
$11.4 Million
4.25% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
84,491
shares
|
$11.2 Million
3.2% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
83,451
shares
|
$11 Million
0.73% of portfolio
|
Q1 2025
Added 10.0%
|