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 |
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
38,008
shares
|
$5.25 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
37,775
shares
|
$5.22 Million
4.77% of portfolio
|
Q2 2025
Added 96.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
36,923
shares
|
$5.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
36,915
shares
|
$5.1 Million
0.13% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Oct 07, 2025 Q2 2025 |
36,450
shares
|
$5.03 Million
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
36,021
shares
|
$4.97 Million
2.4% of portfolio
|
Q3 2025
Added 61.52%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
35,856
shares
|
$4.95 Million
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
35,084
shares
|
$4.85 Million
0.59% of portfolio
|
Q2 2023
Reduced 0.35%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
35,024
shares
|
$4.84 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,000
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Added 106.77%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
34,650
shares
|
$4.79 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
34,611
shares
|
$4.78 Million
0.32% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
34,595
shares
|
$4.78 Million
3.57% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
31,669
shares
|
$4.37 Million
1.61% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,217
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Added 123.27%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
29,779
shares
|
$4.11 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
29,595
shares
|
$4.09 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
29,540
shares
|
$4.08 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
29,387
shares
|
$4.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
28,948
shares
|
$4 Million
1.38% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
28,786
shares
|
$3.98 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
28,092
shares
|
$3.88 Million
0.51% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
27,869
shares
|
$3.85 Million
0.0% of portfolio
|
Q2 2025
Added 142.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
27,832
shares
|
$3.84 Million
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
26,811
shares
|
$3.7 Million
2.86% of portfolio
|
Q3 2025
Added 11.32%
|