Vanguard Mega Cap Value ETF (MGV) Institutional Ownership

$116.00
-0.42 (-0.36%)
(As of 01:18 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$544.65M
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$320.66M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.310,546$37.11M0.1%+1.9%0.506%
4/24/2024 Leavell Investment Management Inc.123,737$14.79M0.9%+2.6%0.202%
4/24/2024 Zhang Financial LLC28,399$3.39M0.3%+0.6%0.046%
4/24/2024 Boyd Wealth Management LLC28,126$3.36M1.9%+0.3%0.046%
4/24/2024 SOL Capital Management CO86,931$10.39M1.3%+6.2%0.142%
4/24/2024 Dechtman Wealth Management LLC20,856$2.49M0.6%N/A0.034%
4/23/2024 Bell Bank3,983$476K0.0%-2.1%0.006%
4/23/2024 James J. Burns & Company LLC68,777$8.14M2.8%-18.2%0.112%
4/23/2024 BSW Wealth Partners151,329$18.09M3.1%-48.3%0.247%
4/23/2024 Global Retirement Partners LLC10,901$1.30M0.0%+0.9%0.018%
4/23/2024 PFG Private Wealth Management LLC48,044$5.74M3.6%-29.2%0.078%
4/23/2024 Wesbanco Bank Inc.43,293$5.17M0.2%N/A0.071%
4/23/2024 Principle Wealth Partners LLC29,975$3.58M0.3%+1.9%0.049%
4/23/2024 Revisor Wealth Management LLC15,412$1.76M0.8%+269.4%0.025%
4/23/2024 Raymond James Financial Services Advisors Inc.122,544$14.65M0.0%+5.5%0.200%
4/22/2024 Strategic Financial Concepts LLC2,076$248K0.1%N/A0.003%
4/22/2024 Raymond James & Associates492,466$58.86M0.0%+0.9%0.802%
4/22/2024 Marmo Financial Group LLC85,254$10.19M6.2%+5.0%0.139%
4/19/2024 Pachira Investments Inc.52,829$6.31M5.2%+17.0%0.086%
4/18/2024 Silverlake Wealth Management LLC4,766$570K0.3%+5.8%0.008%
4/18/2024 Farmers & Merchants Investments Inc.1,200$143K0.0%-15.2%0.002%
4/18/2024 Colton Groome Financial Advisors LLC5,283$631K0.3%+36.8%0.009%
4/18/2024 O ROURKE & COMPANY Inc3,756$449K0.3%+29.8%0.006%
4/18/2024 Breakwater Capital Group33,895$4.05M1.0%+14.6%0.055%
4/17/2024 Annapolis Financial Services LLC50,107$5.99M2.0%+22.5%0.082%
4/16/2024 Calton & Associates Inc.5,234$625K0.3%-20.4%0.009%
4/16/2024 Wealth Enhancement Advisory Services LLC7,962$951K0.0%-1.6%0.013%
4/16/2024 Procyon Advisors LLC11,327$1.35M0.1%-53.0%0.018%
4/15/2024 Wealthcare Capital Management LLC7,888$943K0.1%-2.5%0.013%
4/15/2024 Wealthcare Advisory Partners LLC142,620$17.04M0.6%-3.5%0.232%
4/15/2024 Bowman & Co S.C.11,222$1.34M0.8%N/A0.018%
4/15/2024 Brookstone Capital Management3,839$459K0.0%N/A0.006%
4/15/2024 Flagstar Advisors Inc.6,893$824K0.2%+74.2%0.011%
4/13/2024 Von Berge Wealth Management Group LLC104,445$12.48M8.0%+26.6%0.170%
4/12/2024 Capital Planning LLC86,739$10.37M3.4%+3.1%0.141%
4/12/2024 Global Trust Asset Management LLC3,975$475K0.2%N/A0.006%
4/12/2024Lane & Associates LLC1,727$206K0.1%N/A0.003%
4/12/2024 High Net Worth Advisory Group LLC8,813$1.05M0.3%+24.1%0.014%
4/11/2024 Royal Fund Management LLC21,580$2.58M0.3%+11.0%0.035%
4/11/2024 &PARTNERS3,584$428K0.1%N/A0.006%
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4/11/2024 Matthew Goff Investment Advisor LLC13,469$1.61M0.3%+1.2%0.022%
4/11/2024 Walden Wealth Partners LLC65,163$7.62M4.4%+5.9%0.106%
4/10/2024 CVA Family Office LLC32,553$3.89M0.7%-1.8%0.057%
4/9/2024 Richard P Slaughter Associates Inc40,465$4.84M1.2%-20.3%0.070%
4/8/2024 RVW Wealth LLC2,000$239K0.0%N/A0.003%
4/5/2024 Hilltop Wealth Advisors LLC17,042$2.04M1.0%-0.6%0.030%
4/3/2024 Duncan Williams Asset Management LLC3,006$359K0.3%N/A0.005%
3/15/2024B. Riley Wealth Advisors Inc.5,996$656K0.0%+7.8%0.010%
3/14/2024 Walden Wealth Partners LLC61,542$6.73M4.2%N/A0.107%
3/13/2024MONECO Advisors LLC21,310$2.33M0.4%N/A0.037%
3/4/2024Richardson Financial Services Inc.2,666$292K0.3%N/A0.005%
2/28/2024EP Wealth Advisors LLC16,054$1.76M0.0%-7.2%0.028%
2/27/2024ARQ Wealth Advisors LLC64,353$7.04M4.2%N/A0.112%
2/26/2024Centaurus Financial Inc.31,931$3.49M0.3%-4.6%0.056%
2/21/2024WNY Asset Management LLC19,705$2.16M0.4%-6.7%0.034%
2/16/2024Harbour Investments Inc.154,810$16.93M0.7%+6,023.8%0.270%
2/15/2024Petredis Investment Advisors LLC390,499$42.71M5.6%+8.5%0.680%
2/15/2024Greytown Advisors Inc.253,420$27.72M14.8%-7.8%0.441%
2/14/2024Kestra Advisory Services LLC280,345$30.66M0.3%+43.6%0.488%
2/13/2024Envestnet Asset Management Inc.1,676,287$183.34M0.1%-6.2%2.919%
2/13/2024Stephens Inc. AR79,427$8.69M0.1%+2.7%0.138%
2/13/2024First National Bank of Omaha22,147$2.42M0.2%-1.9%0.039%
2/13/2024Trademark Financial Management LLC3,990$436K0.3%N/A0.007%
2/13/2024Tower Research Capital LLC TRC 425$46K0.0%-93.4%0.001%
2/13/2024 James J. Burns & Company LLC84,064$9.20M2.2%-1.4%0.146%
2/12/2024Tradition Wealth Management LLC21,036$2.30M0.2%+10.3%0.037%
2/12/2024Stifel Financial Corp224,713$24.58M0.0%+8.6%0.391%
2/12/2024Heritage Wealth Advisors1,139$125K0.0%N/A0.002%
2/12/2024Hilltop Holdings Inc.6,013$658K0.1%+96.7%0.010%
2/12/2024Resolute Advisors LLC38,335$4.19M0.6%+0.7%0.067%
2/9/2024Orion Portfolio Solutions LLC6,359$702K0.0%+189.0%0.011%
2/9/2024LWS Wealth Advisors Inc.7,762$849K0.3%-1.1%0.014%
2/9/2024Cassady Schiller Wealth Management LLC4,000$437K0.2%N/A0.007%
2/9/2024US Bancorp DE104,759$11.46M0.0%+6.5%0.182%
2/9/2024 Cambridge Investment Research Advisors Inc.304,793$33.34M0.1%+4.2%0.531%
2/9/2024EverSource Wealth Advisors LLC40,958$4.48M0.4%+3.2%0.071%
2/9/2024Assetmark Inc.12,198,218$1.33B4.8%+4.9%21.244%
2/9/2024CreativeOne Wealth LLC3,258$356K0.0%-6.1%0.006%
2/9/2024Corient Private Wealth LLC7,065$773K0.0%+154.1%0.012%
2/9/2024D.A. Davidson & CO.73,695$8.06M0.1%+10.0%0.128%
2/9/2024Wells Fargo & Company MN552,615$60.44M0.0%+4.6%0.962%
2/9/2024UBS Group AG1,809,070$197.86M0.1%+2.6%3.151%
2/8/2024AMG National Trust Bank3,265$357K0.0%-6.6%0.006%
2/8/2024Level Four Advisory Services LLC7,080$774K0.0%+54.0%0.012%
2/8/2024Financial Advocates Investment Management1,146$125K0.0%N/A0.002%
2/8/2024Texas Capital Bank Wealth Management Services Inc60,033$6.57M0.8%-7.1%0.105%
2/8/2024Zeit Capital LLC215,753$23.60M20.2%-1.4%0.376%
2/8/2024Beacon Pointe Advisors LLC252,040$27.57M0.3%-9.0%0.439%
2/8/2024 Wealthcare Capital Management LLC8,087$884K0.1%-8.0%0.014%
2/8/2024Janney Montgomery Scott LLC84,598$9.25M0.0%+39.5%0.147%
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2/7/2024Avantax Advisory Services Inc.205,343$22.46M0.2%-1.3%0.358%
2/7/2024Checchi Capital Advisers LLC75,091$8.21M0.7%+31.6%0.131%
2/7/2024Gratus Capital LLC4,550$498K0.0%N/A0.008%
2/7/2024Johnson Investment Counsel Inc.5,717$625K0.0%+18.9%0.010%
2/7/2024Collaborative Wealth Managment Inc.6,146$672K0.4%-7.3%0.011%
2/7/2024Cary Street Partners Investment Advisory LLC35,278$3.86M0.2%-14.0%0.061%
2/7/2024Northwest Financial Advisors422$46K0.0%N/A0.001%
2/7/2024Wharton Business Group LLC5,050$552K0.0%-30.5%0.009%
2/7/2024 Calton & Associates Inc.6,573$719K0.3%N/A0.011%
2/7/2024Kovitz Investment Group Partners LLC2,480$271K0.0%-8.3%0.004%
(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, 380 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. ($1.33B), Bank of America Corp DE ($491.21M), Exchange Traded Concepts LLC ($272.80M), Morgan Stanley ($269.36M), Lincoln National Corp ($216.79M), and UBS Group AG ($197.86M).Learn more on MGV's institutional investors.

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

Of the 339 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: Exchange Traded Concepts LLC ($2.84M), Assetmark Inc. ($2.48M), Merit Financial Group LLC ($627.84K), Bank of America Corp DE ($467.10K), Petredis Investment Advisors LLC ($385.09K), UBS Group AG ($378.49K), and Advisor Group Holdings Inc. ($355.97K).

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

Institutional investors have bought a total of 16,490,235 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

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

Of the 203 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: Envestnet Asset Management Inc. ($473.92K), Raymond James & Associates ($325.17K), Lincoln National Corp ($322.83K), Merit Financial Group LLC ($308.27K), Assetmark Inc. ($306.05K), Osaic Holdings Inc. ($275.10K), and Strategic Investment Advisors MI ($237.47K).

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

Institutional investors have sold a total of 5,610,294 shares in the last 24 months. This volume of shares sold represents approximately $574.14M in transactions.


This page (NYSEARCA:MGV) was last updated on 4/25/2024 by MarketBeat.com Staff

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