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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
9,089
shares
|
$1.19 Million
0.29% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,036
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2023
Reduced 9.47%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
9,036
shares
|
$1.18 Million
0.57% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
8,813
shares
|
$1.15 Million
0.32% of portfolio
|
Q1 2024
Added 24.09%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
8,598
shares
|
$1.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,511
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
8,233
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,147
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
8,098
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,975
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 98.29%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
7,954
shares
|
$1.04 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,950
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
7,762
shares
|
$1.01 Million
0.33% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,669
shares
|
$1 Million
0.03% of portfolio
|
Q4 2023
Added 0.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
7,522
shares
|
$981,921
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
7,444
shares
|
$971,739
0.07% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
7,408
shares
|
$967,040
0.59% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
7,380
shares
|
$963,385
0.16% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,360
shares
|
$960,774
0.04% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
7,354
shares
|
$959,991
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
7,337
shares
|
$957,771
0.16% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,279
shares
|
$950,200
0.11% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
7,102
shares
|
$927,095
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,102
shares
|
$927,095
0.06% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
7,077
shares
|
$923,831
0.01% of portfolio
|
Q3 2024
Added 1.48%
|