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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$130.32 +1.57 (+1.22%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
223
Total
Institutional Inflows
(last 12 months)
$701.50M
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$310.45M
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MGV Institutional Buying and Selling by Quarter

Vanguard Mega Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025ETF Portfolio Partners Inc.255,168$31.87M9.6%-28.3%0.412%
1/21/2025Petix & Botte Co12,474$1.56M0.4%-20.7%0.020%
1/21/2025Geneos Wealth Management Inc.1,306$163K0.0%+64.9%0.002%
1/21/2025Petredis Investment Advisors LLC356,811$44.57M4.6%-6.1%0.576%
1/21/2025Sachetta LLC763$95K0.0%N/A0.001%
1/21/2025Rodgers & Associates LTD2,345$293K0.0%+16.7%0.004%
1/21/2025Matthew Goff Investment Advisor LLC13,317$1.66M0.3%-1.2%0.021%
1/17/2025 Avior Wealth Management LLC125,518$15.68M0.6%-0.2%0.203%
1/17/2025 Mutual Advisors LLC37,179$4.75M0.1%+5.1%0.060%
1/17/2025 Wesbanco Bank Inc.38,374$4.79M0.2%-11.5%0.062%
1/17/2025 Janney Montgomery Scott LLC87,163$10.89M0.0%+2.9%0.141%
1/17/2025 Alpha Cubed Investments LLC27,230$3.40M0.2%+0.9%0.044%
1/17/2025 Lockerman Financial Group Inc.1,748$218K0.4%N/A0.003%
1/16/2025 Royal Fund Management LLC48,244$6.07M0.6%+8.3%0.078%
1/16/2025 Breakwater Investment Management33,120$4.14M1.7%-2.8%0.053%
1/16/2025 Colorado Capital Management Inc.25,530$3.19M1.5%+82.0%0.041%
1/16/2025 Zhang Financial LLC29,512$3.69M0.2%-0.6%0.048%
1/16/2025 Diversify Advisory Services LLC10,975$1.36M0.1%-12.8%0.018%
1/16/2025 Bernardo Wealth Planning LLC234,716$29.01M6.9%+2.5%0.379%
1/15/2025 Ameritas Advisory Services LLC15,307$1.91M0.1%+17.5%0.025%
1/15/2025 HB Wealth Management LLC88,675$11.08M0.1%+21.7%0.143%
1/15/2025 Merit Financial Group LLC582,474$72.76M1.3%+7.8%0.940%
1/15/2025 Householder Group Estate & Retirement Specialist LLC290$36K0.0%-42.2%0.000%
1/15/2025 Wealthcare Advisory Partners LLC109,656$13.70M0.4%-4.5%0.177%
1/15/2025 Wealthcare Capital Management LLC6,897$862K0.1%-4.2%0.011%
1/15/2025 Procyon Advisors LLC12,211$1.53M0.1%+6.3%0.020%
1/15/2025 Capital Planning LLC108,472$13.55M3.6%+4.1%0.175%
1/15/2025 Cvfg LLC2,150$269K0.2%N/A0.003%
1/14/2025 Redhawk Wealth Advisors Inc.1,697$212K0.0%-99.1%0.003%
1/14/2025 Richard P Slaughter Associates Inc40,175$5.02M1.1%+2.6%0.065%
1/14/2025 Park Avenue Securities LLC2,056$257K0.0%+13.0%0.003%
1/14/2025 Fifth Third Wealth Advisors LLC2,438$305K0.0%N/A0.004%
1/14/2025 Breakwater Capital Group75,929$9.48M1.9%+19.3%0.123%
1/13/2025 Brookstone Capital Management3,971$496K0.0%+10.9%0.006%
1/10/2025 Wealth Enhancement Advisory Services LLC32,706$4.20M0.0%+350.4%0.053%
1/8/2025 Hilltop Wealth Advisors LLC15,490$1.94M1.0%-2.0%0.025%
12/26/2024JPMorgan Chase & Co.110,185$14.14M0.0%-18.6%0.178%
12/13/2024B. Riley Wealth Advisors Inc.2,345$301K0.0%-19.5%0.004%
12/10/2024Garden State Investment Advisory Services LLC2,710$348K0.1%+17.3%0.004%
12/3/2024Boulder Wealth Advisors LLC2,496$320K0.2%N/A0.004%
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11/25/2024Synovus Financial Corp5,270$676K0.0%N/A0.009%
11/25/2024Wilmington Savings Fund Society FSB1,570$201K0.0%N/A0.003%
11/25/2024World Investment Advisors LLC7,975$1.02M0.0%N/A0.013%
11/25/2024Sanctuary Advisors LLC72,479$9.59M0.1%-0.2%0.117%
11/20/2024Passumpsic Savings Bank10,775$1.38M0.9%+8.5%0.017%
11/18/2024Rehmann Capital Advisory Group5,145$660K0.0%-7.6%0.008%
11/18/2024Cresta Advisors Ltd.16,905$2.17M1.1%-0.7%0.027%
11/18/2024Financial Avengers Inc.201$26K0.0%-33.2%0.000%
11/15/2024Brophy Wealth Management LLC130,530$16.74M6.0%N/A0.211%
11/15/2024Continuum Advisory LLC3,448$449K0.1%+3.8%0.006%
11/15/2024Glass Jacobson Investment Advisors llc23,969$3.08M1.0%+9.1%0.039%
11/15/2024Raab & Moskowitz Asset Management LLC5,476$702K0.2%+7.4%0.009%
11/15/2024MML Investors Services LLC454,247$58.27M0.2%-11.9%0.733%
11/15/2024First National Bank of Omaha16,937$2.17M0.1%-0.6%0.027%
11/15/2024Legacy Investment Solutions LLC827$108K0.1%N/A0.001%
11/15/2024Orion Portfolio Solutions LLC6,790$871K0.0%+56.0%0.011%
11/15/2024World Investment Advisors LLC466,819$59.88M0.3%N/A0.753%
11/15/2024EP Wealth Advisors LLC12,507$1.60M0.0%-1.8%0.020%
11/15/2024Kovitz Investment Group Partners LLC2,189$281K0.0%-8.4%0.004%
11/15/2024Stifel Financial Corp279,603$35.87M0.0%+12.3%0.451%
11/15/2024Integrated Wealth Concepts LLC12,790$1.64M0.0%+54.1%0.021%
11/15/2024HighTower Advisors LLC463,703$59.49M0.1%-19.4%0.748%
11/15/2024Hilltop Holdings Inc.7,102$911K0.1%+4.8%0.011%
11/15/2024Garden State Investment Advisory Services LLC2,710$348K0.1%+17.3%0.004%
11/15/2024Kestra Investment Management LLC1,630$209K0.0%N/A0.003%
11/14/2024Tradition Wealth Management LLC23,615$3.03M0.3%+4.0%0.038%
11/14/2024Captrust Financial Advisors46,809$6.01M0.0%+0.2%0.076%
11/14/2024Rockefeller Capital Management L.P.456,034$58.50M0.2%-0.2%0.736%
11/14/2024CreativeOne Wealth LLC4,384$562K0.0%+45.7%0.007%
11/13/2024FMR LLC17,709$2.27M0.0%+13.1%0.029%
11/13/2024D.A. Davidson & CO.99,062$12.71M0.1%+8.1%0.160%
11/13/2024Bank of Hawaii17,050$2.19M0.1%+5.9%0.028%
11/12/2024Von Berge Wealth Management Group LLC105,081$13.78M7.0%+0.1%0.170%
11/12/2024Summit Trail Advisors LLC8,820$1.13M0.0%N/A0.014%
11/12/2024Centaurus Financial Inc.31,042$3.98M0.3%+8.3%0.050%
11/12/2024Crewe Advisors LLC4,265$547K0.1%N/A0.007%
11/12/2024Lane & Associates LLC1,587$204K0.1%-19.7%0.003%
11/12/2024Cerity Partners LLC7,950$1.02M0.0%+12.3%0.013%
11/12/2024Great Valley Advisor Group Inc.12,875$1.65M0.0%+10.7%0.021%
11/12/2024Flagstar Advisors Inc.8,428$1.08M0.3%+3.2%0.014%
11/12/2024Meridian Wealth Management LLC5,206$668K0.0%N/A0.008%
11/12/2024Raymond James Trust N.A.8,511$1.09M0.0%+7.4%0.014%
11/12/202449 Wealth Management LLC1,642$211K0.0%N/A0.003%
11/9/2024LPL Financial LLC899,191$115.35M0.1%-10.6%1.451%
11/9/2024Creekside Partners5,544$711K0.4%-35.1%0.009%
11/8/2024Howe & Rusling Inc.35,702$4.58M0.4%+12.8%0.058%
11/8/2024 Avior Wealth Management LLC125,764$16.13M0.6%+30.6%0.203%
11/8/2024PNC Financial Services Group Inc.1,260,757$161.73M0.1%+0.9%2.034%
11/7/2024Amara Financial LLC.46,979$6.03M5.8%N/A0.076%
11/7/2024OneAscent Wealth Management LLC7,102$911K0.3%N/A0.011%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
11/7/2024MidAtlantic Capital Management Inc.5,336$685K0.5%N/A0.009%
11/7/2024Cassaday & Co Wealth Management LLC6,667$855K0.0%+6.2%0.011%
11/7/2024MAI Capital Management29,234$3.75M0.0%-5.6%0.047%
11/7/2024AMG National Trust Bank2,270$291K0.0%-10.3%0.004%
11/7/2024Phillips Financial Management LLC56,361$7.23M0.6%-3.6%0.091%
11/7/2024Planning Directions Inc.52,382$6.72M4.0%-3.9%0.085%
11/6/2024Black Diamond Financial LLC690,138$88.54M15.1%+11.9%1.114%
11/6/2024Planning Capital Management Corp666$85K0.1%N/A0.001%
11/6/2024Huntington National Bank1,677$215K0.0%+295.5%0.003%
11/6/2024Bell Bank3,853$494K0.1%-3.3%0.006%
(Data available from 1/1/2016 forward)

MGV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MGV shares?

During the previous two years, 397 institutional investors and hedge funds held shares of Vanguard Mega Cap Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($52.63B), Assetmark Inc. ($1.79B), Bank of America Corp DE ($491.21M), Morgan Stanley ($269.36M), Lincoln National Corp ($227.99M), UBS Group AG ($197.86M), and Envestnet Asset Management Inc. ($181.91M).Learn more on MGV's institutional investors.

Which institutional investors have been buying Vanguard Mega Cap Value ETF stock?

Of the 338 institutional investors that purchased Vanguard Mega Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.79M), LPL Financial LLC ($581.86K), World Investment Advisors LLC ($474.79K), Petredis Investment Advisors LLC ($392.93K), Silicon Valley Capital Partners ($332.83K), Strategic Financial Concepts LLC ($240.13K), and Means Investment CO. Inc. ($238.27K).

How much institutional buying is happening at Vanguard Mega Cap Value ETF?

Institutional investors have bought a total of 11,495,627 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Which Vanguard Mega Cap Value ETF major shareholders have been selling company stock?

Of the 216 institutional investors that sold Vanguard Mega Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($910.19K), Envestnet Asset Management Inc. ($402.58K), Silicon Valley Capital Partners ($341.33K), Assetmark Inc. ($306.05K), Strategic Investment Advisors MI ($237.47K), Redhawk Wealth Advisors Inc. ($197.51K), and WNY Asset Management LLC ($172.50K).

How much institutional selling is happening at Vanguard Mega Cap Value ETF?

Institutional investors have sold a total of 5,900,653 shares in the last 24 months. This volume of shares sold represents approximately $650.87M in transactions.


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This page (NYSEARCA:MGV) was last updated on 1/21/2025 by MarketBeat.com Staff
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