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 563 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
10,565
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 190.09%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,151
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
10,023
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,898
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,738
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
9,715
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
9,700
shares
|
$1.34 Million
0.32% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,589
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
9,315
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
9,246
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Added 60.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
9,161
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2023
Added 38.57%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,154
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
8,896
shares
|
$1.23 Million
0.38% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,820
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
8,813
shares
|
$1.22 Million
0.31% of portfolio
|
Q1 2024
Added 24.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,676
shares
|
$1.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 33.56%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
8,577
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
8,537
shares
|
$1.18 Million
1.13% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
8,520
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,511
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
8,356
shares
|
$1.16 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,877
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
7,855
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,762
shares
|
$1.07 Million
0.33% of portfolio
|
Q4 2023
Reduced 1.15%
|
|