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 |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
38,502
shares
|
$5.33 Million
6.23% of portfolio
|
Q4 2024
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
38,268
shares
|
$5.3 Million
2.04% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
37,633
shares
|
$5.21 Million
0.12% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
37,473
shares
|
$5.19 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
36,664
shares
|
$5.08 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
36,450
shares
|
$5.05 Million
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
36,021
shares
|
$4.99 Million
2.4% of portfolio
|
Q3 2025
Added 61.52%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
35,927
shares
|
$4.98 Million
0.36% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
35,209
shares
|
$4.88 Million
3.46% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.86 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
35,046
shares
|
$4.85 Million
0.27% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
34,650
shares
|
$4.8 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
31,669
shares
|
$4.39 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
31,643
shares
|
$4.38 Million
0.15% of portfolio
|
Q3 2025
Added 102.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$4.12 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
29,595
shares
|
$4.1 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
29,387
shares
|
$4.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
28,948
shares
|
$4.01 Million
1.38% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
28,782
shares
|
$3.99 Million
0.03% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
28,712
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
28,329
shares
|
$3.92 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
28,092
shares
|
$3.89 Million
0.51% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
26,811
shares
|
$3.71 Million
2.86% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
26,478
shares
|
$3.67 Million
1.08% of portfolio
|
Q3 2025
Reduced 23.63%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
26,083
shares
|
$3.61 Million
3.29% of portfolio
|
Q3 2025
Reduced 21.43%
|
|