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 561 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 |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
334,920
shares
|
$46.4 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
331,349
shares
|
$45.9 Million
0.23% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
327,845
shares
|
$45.4 Million
0.04% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
297,440
shares
|
$41.2 Million
2.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
293,161
shares
|
$40.6 Million
0.67% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
287,510
shares
|
$39.8 Million
0.05% of portfolio
|
Q3 2025
Added 238.9%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
248,084
shares
|
$34.4 Million
3.34% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
227,219
shares
|
$31.5 Million
15.91% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
220,979
shares
|
$30.6 Million
6.01% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
217,034
shares
|
$30.1 Million
5.53% of portfolio
|
Q4 2024
Added 326.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
211,936
shares
|
$29.3 Million
1.8% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
203,346
shares
|
$28.2 Million
1.33% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
202,231
shares
|
$28 Million
10.44% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
198,202
shares
|
$27.4 Million
4.55% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
195,249
shares
|
$27 Million
12.93% of portfolio
|
Q3 2025
New holding
|
|
|
Zeit Capital LLC
|
Nov 03, 2025 Q3 2025 |
190,547
shares
|
$26.4 Million
17.84% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
177,487
shares
|
$24.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
170,704
shares
|
$23.6 Million
6.27% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
170,237
shares
|
$23.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 62.95%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
169,269
shares
|
$23.4 Million
1.01% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
166,781
shares
|
$23.1 Million
0.13% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
164,764
shares
|
$22.8 Million
3.41% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
162,299
shares
|
$22.5 Million
0.76% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
159,871
shares
|
$22.1 Million
15.24% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 28, 2025 Q3 2025 |
157,168
shares
|
$21.8 Million
5.32% of portfolio
|
Q3 2025
Added 11.42%
|
|