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 548 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $7.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
319,531
shares
|
$44.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
314,034
shares
|
$43.4 Million
4.03% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
293,161
shares
|
$40.5 Million
0.67% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$31.4 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
225,025
shares
|
$31.1 Million
3.23% of portfolio
|
Q2 2025
Added 67.23%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
220,979
shares
|
$30.5 Million
6.01% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
217,034
shares
|
$30 Million
5.53% of portfolio
|
Q4 2024
Added 326.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
207,899
shares
|
$28.7 Million
0.05% of portfolio
|
Q2 2025
Added 20.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
207,742
shares
|
$28.7 Million
2.4% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
203,743
shares
|
$28.1 Million
0.29% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
203,281
shares
|
$28.1 Million
10.44% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
198,202
shares
|
$27.4 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
197,592
shares
|
$27.3 Million
2.84% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Zeit Capital LLC
|
Aug 26, 2025 Q2 2025 |
191,343
shares
|
$26.4 Million
17.95% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
177,487
shares
|
$24.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
176,953
shares
|
$24.4 Million
0.0% of portfolio
|
Q1 2025
Added 61.89%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
170,704
shares
|
$23.6 Million
6.27% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
169,269
shares
|
$23.4 Million
1.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
167,823
shares
|
$23.2 Million
3.43% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
164,962
shares
|
$22.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
163,407
shares
|
$22.6 Million
2.05% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
157,168
shares
|
$21.7 Million
5.32% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
150,103
shares
|
$20.7 Million
10.01% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
149,110
shares
|
$20.6 Million
0.47% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
147,240
shares
|
$20.3 Million
12.97% of portfolio
|
Q2 2025
Added 493.06%
|