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 472 institutions that hold shares in the stock, with a total of 74.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
27,161,100
shares
|
$3.55 Billion
2.82% of portfolio
|
Q4 2024
Added 40868.2%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
14,337,204
shares
|
$1.87 Billion
4.92% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,747,774
shares
|
$489 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,811,135
shares
|
$367 Million
0.03% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,798,818
shares
|
$235 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,549,831
shares
|
$202 Million
0.07% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,373,587
shares
|
$179 Million
0.05% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,266,543
shares
|
$165 Million
0.11% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
953,263
shares
|
$124 Million
0.05% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
701,296
shares
|
$91.5 Million
13.14% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
673,711
shares
|
$87.9 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
620,923
shares
|
$81.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
608,550
shares
|
$79.4 Million
0.02% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
600,201
shares
|
$78.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
582,474
shares
|
$76 Million
1.33% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,029
shares
|
$68.4 Million
0.04% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
506,470
shares
|
$66.1 Million
6.8% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
470,111
shares
|
$61.4 Million
0.08% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
456,034
shares
|
$59.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
454,247
shares
|
$59.3 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
397,866
shares
|
$51.9 Million
0.17% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
356,811
shares
|
$46.6 Million
4.61% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
341,261
shares
|
$44.5 Million
0.11% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
309,372
shares
|
$40.4 Million
0.23% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
292,402
shares
|
$38.2 Million
0.05% of portfolio
|
Q4 2024
Added 4.9%
|