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 |
|---|---|---|---|---|---|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
2,220
shares
|
$307,425
0.22% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,219
shares
|
$307,287
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
2,202
shares
|
$304,932
0.01% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
2,202
shares
|
$304,932
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,189
shares
|
$303,132
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
2,187
shares
|
$302,855
0.19% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
2,171
shares
|
$300,640
0.1% of portfolio
|
Q4 2024
Reduced 58.02%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
2,159
shares
|
$298,978
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,158
shares
|
$298,839
0.03% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,157
shares
|
$298,701
0.13% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
2,155
shares
|
$298,424
0.1% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,117
shares
|
$293,162
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,100
shares
|
$290,808
0.01% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
2,099
shares
|
$290,669
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
2,065
shares
|
$285,961
0.19% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
2,059
shares
|
$285,130
0.04% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
2,051
shares
|
$284,022
0.38% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
2,034
shares
|
$281,668
0.2% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$276,960
0.02% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
2,000
shares
|
$276,960
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,978
shares
|
$273,913
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
1,970
shares
|
$272,805
0.13% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
1,962
shares
|
$271,697
0.04% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,949
shares
|
$269,897
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,947
shares
|
$269,620
0.01% of portfolio
|
Q3 2025
Added 14.13%
|
|