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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,056
shares
|
$921,090
0.09% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$919,132
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
6,947
shares
|
$906,861
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
6,897
shares
|
$900,334
0.09% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,873
shares
|
$897,201
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,790
shares
|
$886,366
0.01% of portfolio
|
Q3 2024
Added 56.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
6,667
shares
|
$870,310
0.02% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,650
shares
|
$868,091
0.43% of portfolio
|
Q4 2023
Reduced 10.55%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
6,630
shares
|
$865,480
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,515
shares
|
$850,468
0.03% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,402
shares
|
$835,717
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
6,318
shares
|
$824,751
0.35% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$816,136
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
6,247
shares
|
$815,483
0.04% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,185
shares
|
$807,389
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$785,850
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
5,854
shares
|
$764,181
0.07% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,785
shares
|
$755,173
0.05% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,759
shares
|
$751,779
0.04% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
5,723
shares
|
$747,080
0.18% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
5,718
shares
|
$746,427
0.33% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,677
shares
|
$741,075
0.04% of portfolio
|
Q3 2024
Added 115.2%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,594
shares
|
$730,240
0.02% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
5,544
shares
|
$723,713
0.36% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,513
shares
|
$719,667
0.11% of portfolio
|
Q2 2024
Added 6.87%
|