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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,265
shares
|
$556,753
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,263
shares
|
$556,492
0.01% of portfolio
|
Q4 2024
Added 28.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,195
shares
|
$547,615
0.2% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
4,170
shares
|
$544,351
0.39% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
4,124
shares
|
$538,346
0.02% of portfolio
|
Q4 2024
Added 19.16%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,078
shares
|
$532,342
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
4,015
shares
|
$524,118
0.15% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,971
shares
|
$518,374
0.01% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,970
shares
|
$518,243
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
3,954
shares
|
$516,155
0.1% of portfolio
|
Q3 2023
Reduced 11.58%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
3,940
shares
|
$514,327
0.0% of portfolio
|
Q3 2024
Added 32.7%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
3,924
shares
|
$512,238
0.1% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,856
shares
|
$503,362
0.01% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
3,853
shares
|
$502,970
0.04% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,740
shares
|
$488,219
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,729
shares
|
$486,783
0.26% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,719
shares
|
$485,478
0.19% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,671
shares
|
$479,212
0.0% of portfolio
|
Q4 2024
Added 36.52%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,640
shares
|
$475,165
0.05% of portfolio
|
Q4 2024
Added 101.44%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
3,630
shares
|
$473,860
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,581
shares
|
$467,463
0.03% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
3,500
shares
|
$456,890
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,448
shares
|
$450,101
0.06% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,370
shares
|
$439,919
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,290
shares
|
$429,476
0.04% of portfolio
|
Q4 2022
Reduced 14.32%
|