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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
71,406
shares
|
$9.32 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
70,716
shares
|
$9.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
69,465
shares
|
$9.07 Million
1.28% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,105
shares
|
$8.89 Million
2.7% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
67,186
shares
|
$8.77 Million
2.36% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$8.68 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
64,143
shares
|
$8.37 Million
1.16% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.3 Million
3.02% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
62,308
shares
|
$8.13 Million
0.91% of portfolio
|
Q4 2024
Added 57.26%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
61,899
shares
|
$8.08 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
61,721
shares
|
$8.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
58,357
shares
|
$7.62 Million
0.73% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
57,624
shares
|
$7.52 Million
4.79% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
57,035
shares
|
$7.45 Million
4.62% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
56,274
shares
|
$7.35 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
53,704
shares
|
$7.01 Million
4.49% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
50,931
shares
|
$6.65 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
50,477
shares
|
$6.59 Million
3.71% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
48,633
shares
|
$6.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
48,244
shares
|
$6.3 Million
0.58% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
47,967
shares
|
$6.26 Million
0.08% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
46,809
shares
|
$6.11 Million
0.02% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
46,515
shares
|
$6.07 Million
0.72% of portfolio
|
Q3 2024
Added 190.37%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$5.81 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
43,893
shares
|
$5.73 Million
5.06% of portfolio
|
Q4 2024
Reduced 6.57%
|