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 560 institutions that hold shares in the stock, with a total of 55.4 Million shares, which have been reported (via 13F filing form) to have a value of $7.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.68 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
|
$2.66 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,186
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
18,786
shares
|
$2.6 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
18,682
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
18,629
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
18,390
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
17,983
shares
|
$2.49 Million
1.71% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
17,619
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
17,607
shares
|
$2.44 Million
1.11% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
17,190
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 91.56%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
17,189
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
16,206
shares
|
$2.24 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
16,033
shares
|
$2.22 Million
0.87% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
15,866
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2025
Added 26.43%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
15,838
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,486
shares
|
$2.14 Million
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
15,324
shares
|
$2.12 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,293
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Added 37.29%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
15,262
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 48.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
15,183
shares
|
$2.1 Million
0.74% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
15,179
shares
|
$2.1 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,093
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,841
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
14,193
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.42%
|
|