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 |
---|---|---|---|---|---|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
20,146
shares
|
$2.63 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
19,362
shares
|
$2.53 Million
0.23% of portfolio
|
Q2 2023
Added 3.21%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
19,235
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2023
Added 7.81%
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
19,092
shares
|
$2.49 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
19,065
shares
|
$2.49 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
18,753
shares
|
$2.45 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
18,629
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2024
Added 0.22%
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
18,488
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,419
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2024
Added 1.51%
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,407
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
17,371
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 166.88%
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
17,088
shares
|
$2.23 Million
0.13% of portfolio
|
Q4 2024
Added 1.92%
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
17,050
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2024
Added 5.95%
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,982
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2024
Added 0.27%
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
16,905
shares
|
$2.21 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
16,814
shares
|
$2.19 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
16,685
shares
|
$2.18 Million
0.99% of portfolio
|
Q3 2024
Added 6.19%
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,038
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
15,979
shares
|
$2.09 Million
0.76% of portfolio
|
Q4 2024
Added 50.05%
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
15,490
shares
|
$2.02 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
15,472
shares
|
$2.02 Million
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,342
shares
|
$2 Million
0.06% of portfolio
|
Q4 2024
Added 60.28%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
15,307
shares
|
$2 Million
0.07% of portfolio
|
Q4 2024
Added 17.55%
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
14,693
shares
|
$1.92 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,871
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 491.01%
|