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 481 institutions that hold shares in the stock, with a total of 75.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
28,376
shares
|
$3.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
28,164
shares
|
$3.69 Million
2.85% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
28,075
shares
|
$3.68 Million
0.03% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,967
shares
|
$3.66 Million
1.42% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
27,531
shares
|
$3.6 Million
0.38% of portfolio
|
Q4 2024
Reduced 28.96%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
27,452
shares
|
$3.59 Million
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
27,230
shares
|
$3.56 Million
0.16% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
26,447
shares
|
$3.46 Million
1.63% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,064
shares
|
$3.41 Million
0.1% of portfolio
|
Q2 2020
Added 13.8%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
25,530
shares
|
$3.34 Million
1.54% of portfolio
|
Q4 2024
Added 81.99%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
25,505
shares
|
$3.34 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
25,395
shares
|
$3.32 Million
0.77% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
24,816
shares
|
$3.25 Million
0.29% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
24,708
shares
|
$3.23 Million
1.01% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
24,707
shares
|
$3.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,118
shares
|
$3.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
23,956
shares
|
$3.14 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
23,952
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Added 50.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,658
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
22,965
shares
|
$3.01 Million
3.96% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
22,911
shares
|
$3 Million
0.8% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
22,714
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Added 77.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,602
shares
|
$2.83 Million
0.07% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,743
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
20,283
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.9%
|