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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
52,294
shares
|
$6.91 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
49,194
shares
|
$6.5 Million
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
47,912
shares
|
$6.33 Million
0.77% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
47,224
shares
|
$6.24 Million
0.86% of portfolio
|
Q2 2025
Reduced 26.39%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
47,112
shares
|
$6.23 Million
1.47% of portfolio
|
Q1 2025
Added 614.36%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
46,967
shares
|
$6.21 Million
2.61% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
46,878
shares
|
$6.19 Million
0.02% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
45,562
shares
|
$6.02 Million
5.42% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
45,499
shares
|
$6.01 Million
4.47% of portfolio
|
Q1 2025
Added 33.81%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
45,446
shares
|
$6.01 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$5.89 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
42,993
shares
|
$5.68 Million
3.43% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
41,834
shares
|
$5.53 Million
2.44% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
40,136
shares
|
$5.3 Million
0.44% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
39,568
shares
|
$5.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
39,452
shares
|
$5.21 Million
1.47% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
38,593
shares
|
$5.1 Million
0.77% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
38,572
shares
|
$5.1 Million
0.15% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
38,502
shares
|
$5.09 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
37,775
shares
|
$4.99 Million
4.77% of portfolio
|
Q2 2025
Added 96.2%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
37,254
shares
|
$4.92 Million
0.4% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,133
shares
|
$4.91 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
36,428
shares
|
$4.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
35,856
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
35,850
shares
|
$4.74 Million
0.04% of portfolio
|
Q3 2024
New holding
|