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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
42,572
shares
|
$5.56 Million
3.05% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
42,023
shares
|
$5.49 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
40,175
shares
|
$5.24 Million
1.43% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
39,019
shares
|
$5.09 Million
1.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
38,858
shares
|
$5.07 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
38,374
shares
|
$5.01 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
37,206
shares
|
$4.86 Million
0.39% of portfolio
|
Q4 2024
Added 45.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
37,179
shares
|
$4.85 Million
0.14% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
35,850
shares
|
$4.68 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
35,702
shares
|
$4.66 Million
0.39% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
35,692
shares
|
$4.66 Million
0.33% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.58 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
34,301
shares
|
$4.48 Million
1.82% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
34,216
shares
|
$4.47 Million
3.59% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
34,002
shares
|
$4.44 Million
3.37% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
33,063
shares
|
$4.32 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
32,706
shares
|
$4.27 Million
0.01% of portfolio
|
Q4 2024
Added 350.43%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
31,872
shares
|
$4.16 Million
4.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
31,410
shares
|
$4.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
31,042
shares
|
$4.05 Million
0.28% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
30,800
shares
|
$4.02 Million
0.23% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$3.89 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
29,512
shares
|
$3.85 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
29,234
shares
|
$3.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
28,854
shares
|
$3.77 Million
0.03% of portfolio
|
Q4 2024
New holding
|