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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
83,305
shares
|
$11 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
82,375
shares
|
$10.9 Million
0.16% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
81,797
shares
|
$10.8 Million
1.76% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
78,910
shares
|
$10.4 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
78,059
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
75,299
shares
|
$9.95 Million
0.13% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
74,749
shares
|
$9.88 Million
0.03% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
72,738
shares
|
$9.61 Million
4.95% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
70,716
shares
|
$9.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
68,845
shares
|
$9.1 Million
1.17% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,105
shares
|
$9 Million
2.7% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
67,827
shares
|
$8.96 Million
5.93% of portfolio
|
Q1 2025
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$8.79 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
63,753
shares
|
$8.42 Million
7.07% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.41 Million
3.02% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
62,399
shares
|
$8.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
62,144
shares
|
$8.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
61,899
shares
|
$8.18 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
61,764
shares
|
$8.16 Million
3.0% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
58,964
shares
|
$7.79 Million
2.56% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
56,803
shares
|
$7.51 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
56,350
shares
|
$7.45 Million
0.59% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
55,664
shares
|
$7.36 Million
4.34% of portfolio
|
Q2 2025
Added 33.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
52,757
shares
|
$6.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
52,501
shares
|
$6.94 Million
4.51% of portfolio
|
Q1 2025
Reduced 2.24%
|