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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
279,603
shares
|
$36.5 Million
0.04% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
265,399
shares
|
$34.6 Million
3.53% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
255,168
shares
|
$33.3 Million
9.57% of portfolio
|
Q4 2024
Reduced 28.28%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
243,707
shares
|
$31.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
234,716
shares
|
$30.6 Million
6.95% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
228,276
shares
|
$29.8 Million
10.7% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
227,972
shares
|
$29.8 Million
0.34% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$29.7 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
207,693
shares
|
$27.1 Million
2.64% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
197,279
shares
|
$25.8 Million
4.87% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
195,051
shares
|
$25.5 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
185,204
shares
|
$24.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Zeit Capital LLC
|
Feb 07, 2025 Q4 2024 |
184,846
shares
|
$24.1 Million
18.38% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
170,231
shares
|
$22.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
163,445
shares
|
$21.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
159,245
shares
|
$20.8 Million
10.74% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
158,740
shares
|
$20.7 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
149,356
shares
|
$19.5 Million
3.1% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
147,862
shares
|
$19.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
147,063
shares
|
$19.2 Million
0.92% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
145,470
shares
|
$19 Million
12.76% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,691
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$17 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
125,518
shares
|
$16.4 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
124,644
shares
|
$16.3 Million
0.06% of portfolio
|
Q3 2024
Added 0.36%
|