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 561 institutions that hold shares in the stock, with a total of 55.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,967
shares
|
$1.93 Million
1.09% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
13,614
shares
|
$1.89 Million
1.42% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,340
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Added 47.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
13,257
shares
|
$1.84 Million
0.03% of portfolio
|
Q3 2025
Added 19.24%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
13,138
shares
|
$1.82 Million
0.52% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
13,080
shares
|
$1.81 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,931
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
12,854
shares
|
$1.78 Million
0.55% of portfolio
|
Q3 2025
Added 27.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
12,715
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
12,473
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Oct 21, 2025 Q3 2025 |
12,446
shares
|
$1.72 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,287
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
11,978
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.59%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,978
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
11,977
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,828
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
11,707
shares
|
$1.62 Million
0.69% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
11,601
shares
|
$1.61 Million
0.9% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
11,528
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
11,451
shares
|
$1.59 Million
0.06% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
10,786
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,750
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
10,700
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
10,685
shares
|
$1.48 Million
0.49% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
10,605
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.84%
|
|