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 562 institutions that hold shares in the stock, with a total of 55.3 Million shares, which have been reported (via 13F filing form) to have a value of $7.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
15,118,241
shares
|
$2.09 Billion
4.57% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,318,992
shares
|
$598 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,002,276
shares
|
$416 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,042,106
shares
|
$283 Million
0.07% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,753,992
shares
|
$243 Million
0.04% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,306,931
shares
|
$181 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,220,348
shares
|
$169 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,098,076
shares
|
$152 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,085,191
shares
|
$150 Million
0.05% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
965,851
shares
|
$134 Million
0.03% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
856,285
shares
|
$119 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
838,797
shares
|
$116 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
838,127
shares
|
$116 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
831,915
shares
|
$115 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
760,063
shares
|
$105 Million
11.78% of portfolio
|
Q3 2025
Added 26.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
650,640
shares
|
$90.1 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
585,621
shares
|
$81.1 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
554,007
shares
|
$76.7 Million
0.01% of portfolio
|
Q3 2025
Added 213.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
524,029
shares
|
$72.6 Million
0.04% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
472,823
shares
|
$65.5 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
397,494
shares
|
$55 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
365,732
shares
|
$50.6 Million
4.04% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
347,161
shares
|
$48.1 Million
0.06% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
338,054
shares
|
$46.8 Million
0.08% of portfolio
|
Q3 2025
Added 62.6%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
336,216
shares
|
$46.6 Million
9.69% of portfolio
|
Q3 2025
Added 6.25%
|
|