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 |
---|---|---|---|---|---|
Cedrus LLC
Littleton, CO |
Apr 15, 2024 Q1 2024 |
56,199
shares
|
$6.67 Million
3.67% of portfolio
|
Q1 2024
Added 9.67%
|
|
Pachira Investments Inc.
|
Apr 19, 2024 Q1 2024 |
52,829
shares
|
$6.27 Million
5.16% of portfolio
|
Q1 2024
Added 16.99%
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
52,736
shares
|
$6.26 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Center For Asset Management LLC
|
Apr 25, 2024 Q1 2024 |
51,893
shares
|
$6.16 Million
5.08% of portfolio
|
Q1 2024
Added 2.82%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
50,107
shares
|
$5.94 Million
2.03% of portfolio
|
Q1 2024
Added 22.54%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
49,836
shares
|
$5.91 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
48,044
shares
|
$5.7 Million
3.62% of portfolio
|
Q1 2024
Reduced 29.18%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
47,640
shares
|
$5.65 Million
0.02% of portfolio
|
Q1 2024
Added 3.8%
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2024 Q1 2024 |
46,448
shares
|
$5.51 Million
0.92% of portfolio
|
Q1 2024
Reduced 5.47%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
44,582
shares
|
$5.29 Million
0.08% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$5.28 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
Wesbanco Bank Inc
|
Apr 23, 2024 Q1 2024 |
43,293
shares
|
$5.14 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
43,192
shares
|
$5.12 Million
0.06% of portfolio
|
Q1 2024
Reduced 26.47%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
41,922
shares
|
$4.97 Million
0.83% of portfolio
|
Q1 2024
Reduced 36.54%
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
40,465
shares
|
$4.8 Million
1.32% of portfolio
|
Q1 2024
Reduced 20.26%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
39,579
shares
|
$4.69 Million
0.38% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
Resolute Advisors LLC
|
May 10, 2024 Q1 2024 |
38,562
shares
|
$4.57 Million
0.86% of portfolio
|
Q1 2024
Added 0.59%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.16 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
33,900
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2024
Added 44.26%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
33,895
shares
|
$4.02 Million
1.02% of portfolio
|
Q1 2024
Added 14.62%
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
33,536
shares
|
$3.98 Million
1.84% of portfolio
|
Q1 2024
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
32,685
shares
|
$3.88 Million
0.37% of portfolio
|
Q1 2024
Reduced 75.88%
|
|
Cva Family Office, LLC
|
Apr 10, 2024 Q1 2024 |
32,553
shares
|
$3.86 Million
0.7% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
31,549
shares
|
$3.74 Million
0.12% of portfolio
|
Q1 2024
Added 17.64%
|
|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
31,397
shares
|
$3.72 Million
1.68% of portfolio
|
Q1 2024
Reduced 1.94%
|