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 400 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.83 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
21,962
shares
|
$2.81 Million
0.95% of portfolio
|
Q2 2024
Added 8.79%
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 30, 2024 Q2 2024 |
21,513
shares
|
$2.75 Million
2.08% of portfolio
|
Q2 2024
Added 194.17%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
20,743
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2024
Added 59.12%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
20,512
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Jul 24, 2024 Q2 2024 |
19,810
shares
|
$2.53 Million
1.3% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Royal Fund Management, LLC
|
Jul 18, 2024 Q2 2024 |
19,561
shares
|
$2.5 Million
0.25% of portfolio
|
Q2 2024
Reduced 9.36%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.48 Million
0.23% of portfolio
|
Q2 2023
Added 3.21%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,235
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
19,083
shares
|
$2.44 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
18,589
shares
|
$2.38 Million
0.19% of portfolio
|
Q2 2024
Added 0.11%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
18,278
shares
|
$2.34 Million
0.07% of portfolio
|
Q2 2024
Added 1.73%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
18,177
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
18,056
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2024
Added 11.03%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
17,328
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.98%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
17,307
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2024
Added 21.27%
|
|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
17,037
shares
|
$2.18 Million
0.14% of portfolio
|
Q2 2024
Reduced 23.07%
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Aug 12, 2024 Q2 2024 |
17,025
shares
|
$2.18 Million
1.2% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 05, 2024 Q2 2024 |
16,834
shares
|
$2.15 Million
0.94% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
Hilltop Wealth Advisors, LLC
|
Jul 03, 2024 Q2 2024 |
16,585
shares
|
$2.12 Million
0.99% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
16,093
shares
|
$2.06 Million
0.09% of portfolio
|
Q2 2024
Added 3.57%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
16,019
shares
|
$2.05 Million
0.26% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
15,713
shares
|
$2.01 Million
0.96% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
Petix & Botte CO
|
Aug 13, 2024 Q2 2024 |
15,675
shares
|
$2 Million
0.53% of portfolio
|
Q2 2024
Added 99.99%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
15,582
shares
|
$1.99 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
15,449
shares
|
$1.97 Million
0.13% of portfolio
|
Q1 2024
Added 0.05%
|