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 472 institutions that hold shares in the stock, with a total of 74.4 Million shares, which have been reported (via 13F filing form) to have a value of $9.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
88
shares
|
$11,487
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
87
shares
|
$11,356
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
81
shares
|
$10,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
80
shares
|
$10,443
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
79
shares
|
$10,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
65
shares
|
$8,485
0.0% of portfolio
|
Q3 2023
Added 1.56%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
62
shares
|
$8,093
0.0% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
53
shares
|
$6,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
45
shares
|
$5,874
0.0% of portfolio
|
Q4 2023
Reduced 95.44%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19
shares
|
$2,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
17
shares
|
$2,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
17
shares
|
$2,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
16
shares
|
$2,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
14
shares
|
$1,827
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
8
shares
|
$1,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$261
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|