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 |
|---|---|---|---|---|---|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
92,804
shares
|
$12.9 Million
6.38% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
91,177
shares
|
$12.6 Million
0.01% of portfolio
|
Q3 2025
Added 61.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
90,026
shares
|
$12.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 32.27%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
87,996
shares
|
$12.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
86,489
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 63.8%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
84,617
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
82,066
shares
|
$11.4 Million
3.53% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
81,978
shares
|
$11.4 Million
1.7% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
76,707
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
75,167
shares
|
$10.4 Million
5.03% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
74,951
shares
|
$10.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
74,064
shares
|
$10.3 Million
6.25% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
71,286
shares
|
$9.87 Million
1.17% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
70,870
shares
|
$9.81 Million
1.15% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
70,716
shares
|
$9.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
70,664
shares
|
$9.79 Million
0.01% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,105
shares
|
$9.43 Million
2.7% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$9.21 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
64,710
shares
|
$8.96 Million
2.66% of portfolio
|
Q3 2025
Reduced 21.37%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.81 Million
3.02% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
61,899
shares
|
$8.57 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
60,607
shares
|
$8.39 Million
2.82% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
60,524
shares
|
$8.38 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
59,519
shares
|
$8.24 Million
2.5% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
57,438
shares
|
$7.95 Million
0.54% of portfolio
|
Q3 2025
Added 43.11%
|
|