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 |
|---|---|---|---|---|---|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
155,553
shares
|
$21.5 Million
1.94% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
153,458
shares
|
$21.3 Million
0.46% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
153,341
shares
|
$21.2 Million
1.84% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
150,103
shares
|
$20.8 Million
10.01% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
148,186
shares
|
$20.5 Million
0.0% of portfolio
|
Q3 2025
Added 323.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
146,187
shares
|
$20.2 Million
0.51% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
144,393
shares
|
$20 Million
1.77% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
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%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
131,134
shares
|
$18.2 Million
2.67% of portfolio
|
Q3 2025
Added 22.36%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
130,530
shares
|
$18.1 Million
5.99% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
125,246
shares
|
$17.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
120,438
shares
|
$16.7 Million
1.49% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
117,508
shares
|
$16.3 Million
3.56% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
113,989
shares
|
$15.8 Million
0.08% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
113,170
shares
|
$15.7 Million
0.32% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
112,360
shares
|
$15.6 Million
0.16% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
110,812
shares
|
$15.3 Million
4.13% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
110,144
shares
|
$15.3 Million
0.1% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
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%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
105,520
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
103,909
shares
|
$14.4 Million
4.41% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
101,313
shares
|
$14 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
99,318
shares
|
$13.8 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%
|
|