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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
4,086
shares
|
$565,829
0.05% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
4,074
shares
|
$564,167
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,043
shares
|
$559,874
0.0% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
4,020
shares
|
$556,689
0.33% of portfolio
|
Q4 2025
Added 4.42%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
3,965
shares
|
$549,073
0.1% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
3,851
shares
|
$533,286
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,813
shares
|
$528,024
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
3,803
shares
|
$526,639
0.36% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
3,782
shares
|
$523,731
0.18% of portfolio
|
Q3 2025
Added 45.29%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
3,777
shares
|
$523,038
0.16% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,729
shares
|
$516,391
0.26% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
3,716
shares
|
$514,591
0.24% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
3,670
shares
|
$508,221
0.06% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,668
shares
|
$507,944
0.14% of portfolio
|
Q3 2025
Reduced 96.79%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,636
shares
|
$503,513
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
3,562
shares
|
$493,265
0.27% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
3,510
shares
|
$486,064
0.3% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
3,500
shares
|
$484,679
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
3,444
shares
|
$476,925
0.19% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
3,370
shares
|
$466,677
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,370
shares
|
$466,677
0.37% of portfolio
|
Q2 2025
Added 307.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,370
shares
|
$466,677
0.0% of portfolio
|
Q3 2025
Reduced 38.51%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,342
shares
|
$462,800
0.08% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Oct 14, 2025 Q3 2025 |
3,329
shares
|
$460,999
0.3% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
3,306
shares
|
$457,814
0.41% of portfolio
|
Q1 2025
Reduced 3.64%
|
|