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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,669
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
7,552
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 27.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,418
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 37.09%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
7,354
shares
|
$1.02 Million
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,279
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2025
Added 85.26%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,226
shares
|
$1 Million
0.07% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
7,126
shares
|
$986,808
0.16% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,056
shares
|
$977,114
0.1% of portfolio
|
Q1 2023
Reduced 8.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,041
shares
|
$975,037
0.06% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
6,999
shares
|
$969,221
0.75% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,891
shares
|
$954,265
0.03% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
6,802
shares
|
$941,940
0.15% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,779
shares
|
$938,755
0.05% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,745
shares
|
$934,047
0.01% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,737
shares
|
$932,939
0.04% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
6,681
shares
|
$925,184
0.02% of portfolio
|
Q1 2025
Reduced 95.48%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
6,667
shares
|
$923,246
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
|
$920,891
0.43% of portfolio
|
Q4 2023
Reduced 10.55%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,570
shares
|
$909,813
0.03% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
6,460
shares
|
$894,580
0.12% of portfolio
|
Q3 2025
Added 30.24%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,339
shares
|
$877,824
0.03% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,335
shares
|
$877,270
0.05% of portfolio
|
Q4 2025
Reduced 17.62%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
6,252
shares
|
$865,776
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,208
shares
|
$859,683
0.37% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,106
shares
|
$845,558
0.01% of portfolio
|
Q1 2025
Added 42.96%
|
|