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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
4,896
shares
|
$677,998
0.28% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
4,894
shares
|
$677,721
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,864
shares
|
$673,566
0.0% of portfolio
|
Q3 2025
Added 93.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,851
shares
|
$671,766
0.01% of portfolio
|
Q3 2025
Added 21.67%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,826
shares
|
$668,304
0.01% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,818
shares
|
$667,196
0.02% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
4,800
shares
|
$664,704
0.02% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,799
shares
|
$664,565
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
4,743
shares
|
$656,810
0.17% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,677
shares
|
$647,670
0.05% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
4,622
shares
|
$640,054
0.08% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
4,589
shares
|
$635,484
0.39% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,550
shares
|
$630,084
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
4,476
shares
|
$619,836
0.42% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
4,465
shares
|
$618,313
0.16% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,423
shares
|
$612,497
0.03% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,412
shares
|
$610,973
0.12% of portfolio
|
Q2 2025
Added 73433.33%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
4,348
shares
|
$602,111
0.26% of portfolio
|
Q3 2025
Added 84.79%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
4,346
shares
|
$601,834
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
4,344
shares
|
$601,557
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4,195
shares
|
$580,923
0.2% of portfolio
|
Q1 2024
Added 4.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,185
shares
|
$579,538
0.04% of portfolio
|
Q2 2025
Added 63.48%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
4,167
shares
|
$577,046
0.47% of portfolio
|
Q3 2025
Added 51.91%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
4,152
shares
|
$574,968
0.1% of portfolio
|
Q4 2025
Added 14.32%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
4,096
shares
|
$567,214
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|