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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,084
shares
|
$842,512
0.05% of portfolio
|
Q3 2025
Reduced 64.72%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,020
shares
|
$833,649
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
5,831
shares
|
$807,476
0.01% of portfolio
|
Q3 2025
Reduced 29.05%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
5,732
shares
|
$793,767
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
5,667
shares
|
$784,766
0.18% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
5,550
shares
|
$768,564
0.29% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
5,544
shares
|
$767,733
0.34% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
5,474
shares
|
$758,039
0.1% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,469
shares
|
$757,347
0.03% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,458
shares
|
$755,823
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
5,435
shares
|
$752,638
0.06% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
5,415
shares
|
$749,869
0.01% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
5,410
shares
|
$749,176
0.03% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
5,392
shares
|
$746,684
0.06% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
5,346
shares
|
$740,314
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
5,336
shares
|
$738,929
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
5,273
shares
|
$730,205
0.09% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Marks Wealth, LLC
|
Oct 28, 2025 Q3 2025 |
5,231
shares
|
$724,388
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
5,215
shares
|
$722,173
0.32% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
5,186
shares
|
$718,157
0.17% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,122
shares
|
$709,294
0.01% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,043
shares
|
$698,354
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
5,005
shares
|
$693,092
0.33% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
4,981
shares
|
$689,768
0.51% of portfolio
|
Q4 2025
Reduced 13.36%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,936
shares
|
$683,537
0.03% of portfolio
|
Q3 2025
Reduced 15.58%
|
|