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 481 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
904
shares
|
$118,333
0.0% of portfolio
|
Q4 2024
Reduced 53.14%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
843
shares
|
$110,348
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
843
shares
|
$110,348
0.02% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
830
shares
|
$108,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
828
shares
|
$108,385
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
828
shares
|
$108,385
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
809
shares
|
$105,898
0.02% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
781
shares
|
$102,232
0.01% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
763
shares
|
$99,876
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
757
shares
|
$99,091
0.0% of portfolio
|
Q4 2024
Reduced 53.56%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
706
shares
|
$92,415
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$92,415
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$92,415
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
666
shares
|
$87,179
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
630
shares
|
$82,467
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
592
shares
|
$77,492
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
573
shares
|
$75,005
0.0% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
570
shares
|
$74,613
0.0% of portfolio
|
Q3 2024
Added 65.22%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
511
shares
|
$66,889
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
476
shares
|
$62,308
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
476
shares
|
$62,308
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
474
shares
|
$62,046
0.03% of portfolio
|
Q3 2024
Added 93.47%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
470
shares
|
$61,523
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
459
shares
|
$60,083
0.01% of portfolio
|
Q4 2024
Reduced 27.03%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
442
shares
|
$57,857
0.0% of portfolio
|
Q4 2024
New holding
|