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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
55,865
shares
|
$7.74 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
55,775
shares
|
$7.72 Million
5.51% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
53,505
shares
|
$7.41 Million
4.31% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
52,696
shares
|
$7.3 Million
5.35% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
52,301
shares
|
$7.24 Million
0.48% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
50,043
shares
|
$6.93 Million
0.58% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
49,808
shares
|
$6.9 Million
1.1% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
49,289
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
48,258
shares
|
$6.68 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
47,143
shares
|
$6.53 Million
4.25% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
46,562
shares
|
$6.45 Million
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
44,535
shares
|
$6.17 Million
2.52% of portfolio
|
Q1 2023
Reduced 17.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,323
shares
|
$6.14 Million
0.01% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
44,029
shares
|
$6.1 Million
2.57% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
43,821
shares
|
$6.07 Million
3.21% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
43,138
shares
|
$5.97 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
42,247
shares
|
$5.85 Million
2.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
42,195
shares
|
$5.84 Million
0.14% of portfolio
|
Q3 2025
Added 518.42%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
40,791
shares
|
$5.65 Million
3.27% of portfolio
|
Q3 2025
Reduced 41.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
40,346
shares
|
$5.59 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Resolute Advisors LLC
|
Nov 13, 2025 Q3 2025 |
39,654
shares
|
$5.49 Million
1.41% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
39,100
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Added 382.72%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
39,018
shares
|
$5.4 Million
2.88% of portfolio
|
Q3 2025
Reduced 29.9%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
38,808
shares
|
$5.37 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
38,724
shares
|
$5.36 Million
0.15% of portfolio
|
Q3 2025
Added 0.39%
|
|