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 400 institutions that hold shares in the stock, with a total of 45.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.83 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
7,056
shares
|
$901,968
0.1% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$900,051
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
6,974
shares
|
$891,486
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
6,868
shares
|
$877,936
0.08% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
6,821
shares
|
$871,928
0.04% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
6,776
shares
|
$866,176
0.09% of portfolio
|
Q2 2024
Added 9.36%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,666
shares
|
$852,114
0.03% of portfolio
|
Q2 2024
Added 56.52%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,650
shares
|
$850,069
0.43% of portfolio
|
Q4 2023
Reduced 10.55%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
6,389
shares
|
$816,705
0.0% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
6,280
shares
|
$802,772
0.03% of portfolio
|
Q2 2024
Added 92.58%
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
6,253
shares
|
$799,320
0.63% of portfolio
|
Q2 2024
Added 1.43%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
6,242
shares
|
$797,914
0.04% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
6,215
shares
|
$794,463
0.04% of portfolio
|
Q2 2024
Added 18.29%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
6,020
shares
|
$769,536
0.07% of portfolio
|
Q4 2023
New holding
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
5,934
shares
|
$758,543
0.06% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
5,916
shares
|
$756,242
0.03% of portfolio
|
Q2 2024
Added 7.29%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
5,842
shares
|
$746,782
0.05% of portfolio
|
Q2 2024
Added 104.84%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
5,805
shares
|
$742,053
0.34% of portfolio
|
Q1 2024
Reduced 5.55%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
5,713
shares
|
$730,292
0.05% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Aug 08, 2024 Q2 2024 |
5,599
shares
|
$715,720
0.53% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
Colorado Capital Management, Inc.
|
Jul 25, 2024 Q2 2024 |
5,557
shares
|
$710,351
0.37% of portfolio
|
Q2 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
5,351
shares
|
$684,018
0.03% of portfolio
|
Q1 2024
Added 0.04%
|
|
Colton Groome Financial Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,258
shares
|
$672,130
0.25% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
5,224
shares
|
$667,783
0.01% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Sep 09, 2024 Q2 2024 |
5,171
shares
|
$661,008
0.28% of portfolio
|
Q2 2023
New holding
|