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 387 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Passumpsic Savings Bank
St. Johnsbury, VT |
May 14, 2024 Q1 2024 |
8,685
shares
|
$1.03 Million
0.66% of portfolio
|
Q1 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
8,559
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Added 40.75%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
8,445
shares
|
$1 Million
0.02% of portfolio
|
Q1 2024
Reduced 53.7%
|
|
Ascent Group, LLC
|
May 15, 2024 Q1 2024 |
8,131
shares
|
$964,499
0.09% of portfolio
|
Q1 2024
Added 0.21%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
8,099
shares
|
$960,703
0.1% of portfolio
|
Q1 2024
Reduced 38.21%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
7,962
shares
|
$944,452
0.0% of portfolio
|
Q1 2024
Reduced 1.59%
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 15, 2024 Q1 2024 |
7,888
shares
|
$935,674
0.11% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Petix & Botte CO
|
May 03, 2024 Q1 2024 |
7,838
shares
|
$929,743
0.23% of portfolio
|
Q1 2024
Reduced 49.92%
|
|
Hudock, Inc.
|
May 02, 2024 Q1 2024 |
7,803
shares
|
$925,591
0.21% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,762
shares
|
$920,728
0.33% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,669
shares
|
$909,696
0.03% of portfolio
|
Q4 2023
Added 0.13%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
7,486
shares
|
$887,989
0.0% of portfolio
|
Q1 2023
Reduced 72.01%
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 12, 2024 Q1 2024 |
7,428
shares
|
$881,109
0.18% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Aveo Capital Partners, LLC
|
May 06, 2024 Q1 2024 |
7,400
shares
|
$877,788
0.1% of portfolio
|
Q1 2024
Added 1.04%
|
|
Private Wealth Group, LLC
|
Apr 25, 2024 Q1 2024 |
7,354
shares
|
$872,331
0.47% of portfolio
|
Q4 2022
New holding
|
|
Trademark Financial Management, LLC
Bloomington, MN |
May 07, 2024 Q1 2024 |
7,313
shares
|
$867,468
0.72% of portfolio
|
Q1 2024
Added 83.28%
|
|
United Advisor Group, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,295
shares
|
$865,332
0.34% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
7,259
shares
|
$861,062
0.02% of portfolio
|
Q3 2023
Added 70.12%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
7,171
shares
|
$850,624
0.02% of portfolio
|
Q1 2024
Added 1587.29%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
7,080
shares
|
$839,829
0.05% of portfolio
|
Q4 2023
Added 54.05%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
7,073
shares
|
$838,999
0.0% of portfolio
|
Q1 2024
Added 69.13%
|
|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
7,056
shares
|
$836,982
0.09% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$835,203
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
6,966
shares
|
$826,306
0.01% of portfolio
|
Q1 2024
Added 169.9%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
6,893
shares
|
$817,647
0.23% of portfolio
|
Q1 2024
Added 74.2%
|