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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,545
shares
|
$213,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,537
shares
|
$212,843
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
1,500
shares
|
$207,719
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
1,471
shares
|
$203,704
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
1,461
shares
|
$202,319
0.01% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,457
shares
|
$201,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,427
shares
|
$197,610
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,424
shares
|
$197,195
0.01% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,385
shares
|
$191,794
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,261
shares
|
$174,623
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,240
shares
|
$171,715
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,200
shares
|
$166,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
1,180
shares
|
$163,406
0.09% of portfolio
|
Q4 2023
Added 2.25%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,120
shares
|
$155,097
0.0% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,093
shares
|
$151,358
0.0% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,008
shares
|
$139,587
0.0% of portfolio
|
Q1 2025
Added 21.45%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
979
shares
|
$135,571
0.06% of portfolio
|
Q2 2025
Added 16216.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
955
shares
|
$132,248
0.0% of portfolio
|
Q1 2024
Reduced 54.46%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
928
shares
|
$128,509
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
901
shares
|
$124,770
0.0% of portfolio
|
Q3 2025
Reduced 47.09%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
883
shares
|
$122,277
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
860
shares
|
$119,092
0.01% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
813
shares
|
$112,584
0.06% of portfolio
|
Q3 2025
Added 38.03%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
809
shares
|
$112,030
0.02% of portfolio
|
Q2 2024
Reduced 6.37%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
768
shares
|
$106,352
0.03% of portfolio
|
Q3 2025
New holding
|
|