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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
25,482
shares
|
$3.37 Million
0.37% of portfolio
|
Q1 2025
Reduced 47.18%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
25,395
shares
|
$3.36 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
24,957
shares
|
$3.3 Million
0.31% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
24,827
shares
|
$3.28 Million
2.38% of portfolio
|
Q1 2025
Added 257.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
24,708
shares
|
$3.27 Million
1.01% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
23,640
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
22,965
shares
|
$3.03 Million
4.16% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
22,887
shares
|
$3.02 Million
2.67% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
22,800
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2025
Added 225.71%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
22,563
shares
|
$2.98 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,664
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
21,202
shares
|
$2.8 Million
1.4% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,229
shares
|
$2.67 Million
0.05% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
20,121
shares
|
$2.66 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,119
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.56 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
|
$2.54 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
18,922
shares
|
$2.5 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
18,707
shares
|
$2.47 Million
1.95% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
18,629
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18,339
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
18,234
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
18,168
shares
|
$2.4 Million
0.88% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
17,244
shares
|
$2.28 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
17,122
shares
|
$2.26 Million
0.24% of portfolio
|
Q1 2025
Reduced 28.53%
|