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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
148
shares
|
$20,495
0.0% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
141
shares
|
$19,525
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
140
shares
|
$19,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
138
shares
|
$19,110
0.0% of portfolio
|
Q3 2025
Added 31.43%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
138
shares
|
$19,110
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
136
shares
|
$18,833
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
128
shares
|
$17,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
123
shares
|
$17,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
101
shares
|
$13,986
0.01% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$13,847
0.0% of portfolio
|
Q1 2024
Reduced 92.02%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$13,847
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
95
shares
|
$13,155
0.0% of portfolio
|
Q3 2025
Added 9400.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
88
shares
|
$12,186
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
87
shares
|
$12,047
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
87
shares
|
$12,047
0.0% of portfolio
|
Q1 2024
Added 254.02%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
80
shares
|
$11,078
0.01% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
77
shares
|
$10,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
70
shares
|
$9,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
67
shares
|
$9,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
67
shares
|
$9,278
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
65
shares
|
$9,001
0.0% of portfolio
|
Q3 2023
Added 1.56%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
52
shares
|
$7,200
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
50
shares
|
$6,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
45
shares
|
$6,231
0.0% of portfolio
|
Q4 2023
Reduced 95.44%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
31
shares
|
$4,292
0.0% of portfolio
|
Q1 2025
New holding
|
|