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Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

Vanguard Mega Cap Value ETF logo
$131.22 +1.50 (+1.16%)
(As of 11:45 AM ET)

Institutional Ownership Changes (13F Filings) for Vanguard Mega Cap Value ETF (NYSEARCA:MGV)

Number of
Institutional Buyers
(last 12 months)
224
Total
Institutional Inflows
(last 12 months)
$721.15M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$276.16M
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MGV Institutional Buying and Selling by Quarter

Vanguard Mega Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024Passumpsic Savings Bank10,775$1.38M0.9%+8.5%0.017%
11/18/2024 Rehmann Capital Advisory Group5,145$660K0.0%-7.6%0.008%
11/18/2024 Cresta Advisors Ltd.16,905$2.17M1.1%-0.7%0.027%
11/18/2024 Financial Avengers Inc.201$26K0.0%-33.2%0.000%
11/15/2024 Brophy Wealth Management LLC130,530$16.74M6.0%N/A0.211%
11/15/2024 Continuum Advisory LLC3,448$449K0.1%+3.8%0.006%
11/15/2024 Glass Jacobson Investment Advisors llc23,969$3.08M1.0%+9.1%0.039%
11/15/2024 Raab & Moskowitz Asset Management LLC5,476$702K0.2%+7.4%0.009%
11/15/2024 MML Investors Services LLC454,247$58.27M0.2%-11.9%0.733%
11/15/2024 First National Bank of Omaha16,937$2.17M0.1%-0.6%0.027%
11/15/2024 Legacy Investment Solutions LLC827$108K0.1%N/A0.001%
11/15/2024 Orion Portfolio Solutions LLC6,790$871K0.0%+56.0%0.011%
11/15/2024 World Investment Advisors LLC466,819$59.88M0.3%N/A0.753%
11/15/2024 EP Wealth Advisors LLC12,507$1.60M0.0%-1.8%0.020%
11/15/2024 Kovitz Investment Group Partners LLC2,189$281K0.0%-8.4%0.004%
11/15/2024 Stifel Financial Corp279,603$35.87M0.0%+12.3%0.451%
11/15/2024 Integrated Wealth Concepts LLC12,790$1.64M0.0%+54.1%0.021%
11/15/2024 HighTower Advisors LLC463,703$59.49M0.1%-19.4%0.748%
11/15/2024 Hilltop Holdings Inc.7,102$911K0.1%+4.8%0.011%
11/15/2024 Garden State Investment Advisory Services LLC2,710$348K0.1%+17.3%0.004%
11/15/2024 Kestra Investment Management LLC1,630$209K0.0%N/A0.003%
11/14/2024 Tradition Wealth Management LLC23,615$3.03M0.3%+4.0%0.038%
11/14/2024 Captrust Financial Advisors46,809$6.01M0.0%+0.2%0.076%
11/14/2024 Rockefeller Capital Management L.P.456,034$58.50M0.2%-0.2%0.736%
11/14/2024 CreativeOne Wealth LLC4,384$562K0.0%+45.7%0.007%
11/13/2024 FMR LLC17,709$2.27M0.0%+13.1%0.029%
11/13/2024 D.A. Davidson & CO.99,062$12.71M0.1%+8.1%0.160%
11/13/2024 Bank 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%
11/12/2024 Summit Trail Advisors LLC8,820$1.13M0.0%N/A0.014%
11/12/2024 Centaurus Financial Inc.31,042$3.98M0.3%+8.3%0.050%
11/12/2024 Crewe Advisors LLC4,265$547K0.1%N/A0.007%
11/12/2024 Lane & Associates LLC1,587$204K0.1%-19.7%0.003%
11/12/2024 Cerity Partners LLC7,950$1.02M0.0%+12.3%0.013%
11/12/2024 Great Valley Advisor Group Inc.12,875$1.65M0.0%+10.7%0.021%
11/12/2024 Flagstar Advisors Inc.8,428$1.08M0.3%+3.2%0.014%
11/12/2024 Meridian Wealth Management LLC5,206$668K0.0%N/A0.008%
11/12/2024 Raymond James Trust N.A.8,511$1.09M0.0%+7.4%0.014%
11/12/2024 49 Wealth Management LLC1,642$211K0.0%N/A0.003%
11/9/2024 LPL Financial LLC899,191$115.35M0.1%-10.6%1.451%
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11/9/2024 Creekside Partners5,544$711K0.4%-35.1%0.009%
11/8/2024 Howe & 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%
11/8/2024 PNC Financial Services Group Inc.1,260,757$161.73M0.1%+0.9%2.034%
11/7/2024 Amara Financial LLC.46,979$6.03M5.8%N/A0.076%
11/7/2024 OneAscent Wealth Management LLC7,102$911K0.3%N/A0.011%
11/7/2024 MidAtlantic Capital Management Inc.5,336$685K0.5%N/A0.009%
11/7/2024 Cassaday & Co Wealth Management LLC6,667$855K0.0%+6.2%0.011%
11/7/2024 MAI Capital Management29,234$3.75M0.0%-5.6%0.047%
11/7/2024 AMG National Trust Bank2,270$291K0.0%-10.3%0.004%
11/7/2024 Phillips Financial Management LLC56,361$7.23M0.6%-3.6%0.091%
11/7/2024 Planning Directions Inc.52,382$6.72M4.0%-3.9%0.085%
11/6/2024 Black Diamond Financial LLC690,138$88.54M15.1%+11.9%1.114%
11/6/2024 Planning Capital Management Corp666$85K0.1%N/A0.001%
11/6/2024 Huntington National Bank1,677$215K0.0%+295.5%0.003%
11/6/2024 Bell Bank3,853$494K0.1%-3.3%0.006%
11/5/2024 Encompass Wealth Advisors LLC27,944$3.59M0.9%+1.6%0.045%
11/5/2024 Harbour Investments Inc.160,252$20.56M0.6%+7.0%0.259%
11/4/2024 Addison Advisors LLC4,775$613K0.2%+45.8%0.008%
11/4/2024 Sigma Planning Corp9,572$1.23M0.0%+7.5%0.015%
11/1/2024 Atria Investments Inc45,243$5.80M0.1%+6.1%0.073%
11/1/2024 Resolute Advisors LLC39,019$5.01M1.0%+1.2%0.063%
11/1/2024 Assetmark Inc.13,969,433$1.79B5.1%+4.1%22.542%
11/1/2024 Leavell Investment Management Inc.135,705$17.41M0.9%+4.4%0.219%
10/31/2024 TFB Advisors LLC87,060$11.17M3.3%-0.2%0.140%
10/31/2024 Trademark Financial Management LLC39,723$5.10M4.0%+84.6%0.064%
10/31/2024 Dechtman Wealth Management LLC50,931$6.53M1.3%N/A0.082%
10/31/2024 Concurrent Investment Advisors LLC19,500$2.50M0.1%+6.7%0.031%
10/30/2024 United Advisor Group LLC11,961$1.53M0.3%N/A0.019%
10/30/2024 James J. Burns & Company LLC83,275$10.68M1.9%+0.2%0.134%
10/30/2024 Hazlett Burt & Watson Inc.16,685$2.14M1.0%+6.2%0.027%
10/30/2024 Silicon Valley Capital Partners38,754$4.97M0.6%-68.4%0.063%
10/30/2024 WFA Asset Management Corp474$61K0.0%+93.5%0.001%
10/29/2024 BSW Wealth Partners77,440$9.93M1.5%-5.3%0.125%
10/29/2024 Angeles Wealth Management LLC355$46K0.0%N/A0.001%
10/29/2024 Janney Montgomery Scott LLC84,678$10.86M0.0%-1.1%0.137%
10/29/2024 Clear Creek Financial Management LLC1,807$232K0.0%N/A0.003%
10/29/2024 Farther Finance Advisors LLC2,347$301K0.0%+2,396.8%0.004%
10/28/2024 Strategic Financial Partners Ltd.20,281$2.60M1.3%+2.4%0.033%
10/28/2024 Gladstone Institutional Advisory LLC5,254$674K0.0%-1.8%0.008%
10/28/2024 Creative Financial Designs Inc. ADV25,503$3.27M0.3%-4.4%0.041%
10/28/2024 Stephens Inc. AR80,844$10.37M0.1%+0.6%0.130%
10/28/2024 O ROURKE & COMPANY Inc5,117$656K0.3%+3.4%0.008%
10/28/2024 US Bancorp DE107,100$13.75M0.0%+3.0%0.173%
10/28/2024 Goldstone Financial Group LLC5,501$706K0.1%N/A0.009%
10/25/2024 Boyd Wealth Management LLC26,388$3.39M1.7%-2.2%0.043%
10/25/2024 Mutual Advisors LLC35,375$4.55M0.1%+3.7%0.057%
10/25/2024 MONECO Advisors LLC25,341$3.25M0.4%+0.7%0.041%
10/24/2024 Marmo Financial Group LLC161,053$20.66M11.0%+92.5%0.260%
10/24/2024 J.W. Cole Advisors Inc.5,791$743K0.0%-33.9%0.009%
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10/24/2024 Wealth Enhancement Advisory Services LLC7,261$931K0.0%-7.6%0.012%
10/23/2024 Allworth Financial LP18,044$2.32M0.0%-0.7%0.029%
10/23/2024 Blackston Financial Advisory Group LLC6,684$857K0.4%N/A0.011%
10/23/2024 Silver Oak Securities Incorporated19,692$2.43M0.3%+642.8%0.032%
10/23/2024 Global Trust Asset Management LLC5,015$643K0.2%+21.3%0.008%
10/23/2024 CENTRAL TRUST Co310$40K0.0%N/A0.001%
10/22/2024 International Assets Investment Management LLC32,626$4.19M0.0%+12,744.9%0.053%
10/22/2024 SOL Capital Management CO87,616$11.24M1.2%-2.7%0.141%
10/22/2024 MFA Wealth Advisors LLC103,956$13.34M2.9%N/A0.168%
10/22/2024 Private Advisor Group LLC100,051$12.84M0.1%+2.0%0.161%
(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, 392 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 334 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 ($466.82K), 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 11,534,710 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 213 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), WNY Asset Management LLC ($172.50K), and PNC Financial Services Group Inc. ($168.02K).

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

Institutional investors have sold a total of 5,572,423 shares in the last 24 months. This volume of shares sold represents approximately $608.97M in transactions.



This page (NYSEARCA:MGV) was last updated on 11/21/2024 by MarketBeat.com Staff
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