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 |
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
145,427
shares
|
$20.1 Million
0.53% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,691
shares
|
$19.6 Million
0.02% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
138,740
shares
|
$19.2 Million
10.09% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
136,252
shares
|
$18.8 Million
1.77% of portfolio
|
Q2 2025
Added 36.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
135,528
shares
|
$18.7 Million
0.65% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
132,914
shares
|
$18.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$18 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
125,263
shares
|
$17.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
120,438
shares
|
$16.6 Million
1.49% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
114,850
shares
|
$15.9 Million
0.77% of portfolio
|
Q2 2025
Added 37.63%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
114,168
shares
|
$15.8 Million
3.5% of portfolio
|
Q2 2025
Reduced 97.37%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
114,168
shares
|
$15.8 Million
3.5% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
111,079
shares
|
$15.3 Million
0.16% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
110,812
shares
|
$15.3 Million
4.13% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
110,609
shares
|
$15.3 Million
0.08% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
110,144
shares
|
$15.2 Million
0.1% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
107,168
shares
|
$14.8 Million
2.29% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
105,688
shares
|
$14.6 Million
0.33% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
103,909
shares
|
$14.3 Million
4.41% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
103,368
shares
|
$14.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
102,710
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
100,663
shares
|
$13.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$13.7 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
97,717
shares
|
$13.5 Million
0.09% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
87,996
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.01%
|