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 |
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
87,981
shares
|
$12.2 Million
1.51% of portfolio
|
Q2 2025
Added 93.59%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
87,658
shares
|
$12.1 Million
6.61% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
86,568
shares
|
$12 Million
3.73% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
84,837
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
84,617
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
83,244
shares
|
$11.5 Million
1.39% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
82,292
shares
|
$11.4 Million
2.9% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
81,978
shares
|
$11.3 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
|
$10.2 Million
6.25% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
71,286
shares
|
$9.84 Million
1.17% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
70,716
shares
|
$9.77 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
68,105
shares
|
$9.41 Million
2.7% of portfolio
|
Q3 2024
Added 19.17%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
66,481
shares
|
$9.18 Million
4.4% of portfolio
|
Q2 2024
Added 2.02%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
64,206
shares
|
$8.87 Million
0.01% of portfolio
|
Q2 2025
Added 62.27%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
63,602
shares
|
$8.78 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
|
$8.55 Million
4.6% of portfolio
|
Q1 2023
Added 0.68%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
60,986
shares
|
$8.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
60,607
shares
|
$8.37 Million
2.82% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
59,519
shares
|
$8.22 Million
2.5% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
56,509
shares
|
$7.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
55,956
shares
|
$7.73 Million
1.36% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
55,865
shares
|
$7.71 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.68%
|