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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.64 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
34,671
shares
|
$4.58 Million
1.23% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
34,584
shares
|
$4.57 Million
3.76% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
34,535
shares
|
$4.56 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
34,283
shares
|
$4.53 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.53%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
34,219
shares
|
$4.52 Million
1.92% of portfolio
|
Q2 2025
Added 15.27%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
33,801
shares
|
$4.47 Million
0.3% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
33,198
shares
|
$4.39 Million
4.0% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,462
shares
|
$4.29 Million
0.01% of portfolio
|
Q1 2025
Added 34.6%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
32,212
shares
|
$4.26 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
30,867
shares
|
$4.08 Million
3.4% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
29,819
shares
|
$3.94 Million
0.2% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
29,788
shares
|
$3.94 Million
1.69% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$3.94 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
29,540
shares
|
$3.9 Million
0.09% of portfolio
|
Q1 2025
Added 36.75%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
28,786
shares
|
$3.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
27,979
shares
|
$3.7 Million
1.36% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
27,454
shares
|
$3.63 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
26,958
shares
|
$3.56 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
26,824
shares
|
$3.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
26,628
shares
|
$3.52 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,064
shares
|
$3.44 Million
0.1% of portfolio
|
Q2 2020
Added 13.8%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
25,798
shares
|
$3.41 Million
0.43% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,727
shares
|
$3.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
25,505
shares
|
$3.37 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.04%
|