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 473 institutions that hold shares in the stock, with a total of 74.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,748
shares
|
$230,648
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
1,724
shares
|
$227,481
0.02% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
1,711
shares
|
$225,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,697
shares
|
$223,919
0.03% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,686
shares
|
$222,467
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
1,677
shares
|
$221,280
0.04% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,642
shares
|
$216,661
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,641
shares
|
$216,529
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,615
shares
|
$213,099
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,436
shares
|
$189,480
0.0% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,426
shares
|
$188,160
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
1,346
shares
|
$177,604
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,306
shares
|
$172,326
0.01% of portfolio
|
Q4 2024
Added 64.9%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,269
shares
|
$167,444
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,253
shares
|
$165,333
0.0% of portfolio
|
Q4 2022
Reduced 4.71%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,180
shares
|
$155,701
0.09% of portfolio
|
Q4 2023
Added 2.25%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,131
shares
|
$149,235
0.0% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,129
shares
|
$148,971
0.0% of portfolio
|
Q4 2024
Added 188.01%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,004
shares
|
$132,477
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
955
shares
|
$126,012
0.0% of portfolio
|
Q1 2024
Reduced 54.46%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
928
shares
|
$122,449
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
904
shares
|
$119,282
0.0% of portfolio
|
Q4 2024
Reduced 53.14%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
843
shares
|
$111,233
0.02% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
843
shares
|
$111,233
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
830
shares
|
$109,518
0.0% of portfolio
|
Q2 2024
New holding
|