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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
13,673
shares
|
$1.79 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
13,378
shares
|
$1.75 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
13,317
shares
|
$1.74 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,875
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,624
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
12,474
shares
|
$1.63 Million
0.42% of portfolio
|
Q4 2024
Reduced 20.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,399
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,287
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
12,211
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
12,181
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
11,961
shares
|
$1.57 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,767
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
11,601
shares
|
$1.52 Million
0.9% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
11,584
shares
|
$1.52 Million
0.76% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
11,399
shares
|
$1.49 Million
0.68% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
11,319
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
11,166
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
11,126
shares
|
$1.46 Million
0.2% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,975
shares
|
$1.44 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
10,829
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Added 52.48%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,771
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
10,700
shares
|
$1.4 Million
1.27% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
10,700
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,113
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
New holding
|