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 542 institutions that hold shares in the stock, with a total of 52.7 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36,923
shares
|
$5.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
36,915
shares
|
$5.03 Million
0.13% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
36,450
shares
|
$4.97 Million
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
35,856
shares
|
$4.89 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.78 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
35,024
shares
|
$4.78 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,000
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
Added 106.77%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
34,790
shares
|
$4.74 Million
0.31% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
34,671
shares
|
$4.73 Million
1.23% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
34,611
shares
|
$4.72 Million
0.32% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
34,595
shares
|
$4.72 Million
3.57% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
34,219
shares
|
$4.67 Million
1.92% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
33,198
shares
|
$4.53 Million
4.0% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
32,212
shares
|
$4.39 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,217
shares
|
$4.12 Million
0.02% of portfolio
|
Q2 2025
Added 123.27%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
29,788
shares
|
$4.06 Million
1.69% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$4.06 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,747
shares
|
$4.06 Million
0.08% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
29,540
shares
|
$4.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
28,786
shares
|
$3.92 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
27,979
shares
|
$3.81 Million
1.36% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
27,869
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
Added 142.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
27,832
shares
|
$3.79 Million
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
27,454
shares
|
$3.74 Million
0.52% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
26,824
shares
|
$3.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.14%
|