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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
743
shares
|
$102,890
0.02% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
710
shares
|
$98,320
0.02% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$97,766
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
706
shares
|
$97,766
0.0% of portfolio
|
Q1 2024
Reduced 11.42%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
706
shares
|
$97,766
0.01% of portfolio
|
Q2 2023
Reduced 13.05%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
666
shares
|
$92,227
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
610
shares
|
$84,472
0.0% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
609
shares
|
$84,334
0.0% of portfolio
|
Q2 2025
Reduced 45.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
573
shares
|
$79,349
0.01% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
553
shares
|
$76,579
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
545
shares
|
$75,471
0.04% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
515
shares
|
$71,317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
485
shares
|
$67,162
0.02% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
480
shares
|
$66,470
0.0% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
476
shares
|
$65,916
0.0% of portfolio
|
Q1 2023
Reduced 21.84%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
474
shares
|
$65,639
0.03% of portfolio
|
Q3 2025
Added 93.47%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
468
shares
|
$64,808
0.0% of portfolio
|
Q3 2025
Reduced 87.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
453
shares
|
$62,731
0.0% of portfolio
|
Q3 2025
Reduced 22.3%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
439
shares
|
$60,792
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
433
shares
|
$59,961
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
426
shares
|
$58,992
0.02% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
405
shares
|
$56,084
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
393
shares
|
$54,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
355
shares
|
$49,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
355
shares
|
$49,160
0.01% of portfolio
|
Q1 2025
Reduced 24.47%
|
|