MGV institutional holders

Vanguard Morningstar Mega Cap Value ETF · 622 reporting institutions · $9.5B reported value

Funds that can replace MGV · MGV return decomposition

Institutional holdings

Institutions reporting MGV, largest first
InstitutionReported positionAdvisors at firmReport period
Assetmark, Inc$2.6B2202026-06-30
Bank of America Corp /de$764.3M02026-06-30
Morgan Stanley$526.5M23,1852026-06-30
Ameriprise Financial Inc$402.3M02026-06-30
UBS Group AG$292.7M02026-06-30
Merit Financial Group, LLC$270.1M2952026-06-30
Envestnet Pmc$202.3M602026-06-30
Lpl Financial LLC$189.3M23,4582026-06-30
PNC Financial Services Group, Inc.$180.8M02026-06-30
Wells Fargo & Company/mn$162.4M02026-06-30
Hightower Advisors, LLC$143.4M1,0462026-06-30
Osaic Holdings, Inc.$129M02026-06-30
Black Diamond Financial, LLC$123.8M122026-06-30
Raymond James Financial Inc$123.1M02026-06-30
Missionsquare Investments$119.8M02026-06-30
Royal Bank of Canada$117.7M02026-06-30
Jpmorgan Chase & Co$111.9M02026-06-30
Sequoia Financial Group, LLC$86.9M2582026-06-30
Rockefeller Capital Management LP$79.5M3462026-06-30
Strategic Investment Advisors / Mi$72.4M02026-06-30
Kestra Advisory Services, LLC$65.9M1,4792026-06-30
Baird Financial Group, Inc.$63.3M02026-06-30
Prosperity - An Eisneramper Company$63.2M652026-06-30
Stifel Financial Corp$62.7M02026-06-30
Praetorian Wealth Management, Inc.$62M72026-06-30
Cetera Investment Advisers$60.4M10,3702026-06-30
Petredis Investment Advisors LLC$59.8M72026-06-30
Apriem Advisors$57.1M132026-06-30
Cerity Partners LLC$56.3M7772026-06-30
Mars Jewett Financial Group, Inc.$51.4M72026-06-30
Commonwealth Equity Services, LLC$49.2M2,8632026-06-30
Savant Wealth Management$48.7M4052026-06-30
Pure Financial Advisors, LLC$46.7M882026-06-30
Avior Wealth Management, LLC$37M692026-06-30
Bhk Investment Advisors, LLC$35.8M52026-06-30
Smartleaf Asset Management LLC$35.5M92026-06-30
Braeburn Wealth Management LLC$34.6M32026-06-30
Integrated Capital Management, LLC$34.4M32026-06-30
Btg Pactual Asset Management US LLC$34.1M652026-06-30
Capital Advantage, Inc.$32.2M82026-06-30
Titleist Asset Management, LLC$31.3M432026-06-30
Zeit Capital LLC$31M12026-06-30
Bernardo Wealth Planning LLC$30.6M112026-06-30
Leavell Investment Management, Inc.$29.8M252026-06-30
Beacon Pointe Advisors, LLC$29.6M4662026-06-30
Graney & King, LLC$29.3M42026-06-30
Etf Portfolio Partners, Inc.$28.2M42026-06-30
Blue Edge Capital, LLC$26M42026-06-30
Breakwater Capital Group$26M52026-06-30
Wealthcare Advisory Partners LLC$25.3M1702026-06-30
Sheridan Capital Management, LLC$25.2M12026-06-30
Retirement Planning Group, LLC$24.5M02026-06-30
Bison Wealth, LLC$24.1M612026-06-30
Allgen Financial Advisors, Inc.$23.9M132026-06-30
Waverly Advisors, LLC$23.8M2312026-06-30
Harbour Investments, Inc.$23.4M2472026-06-30
Arax Advisory Partners$23.1M2322026-06-30
Marmo Financial Group, LLC$21.9M02026-03-31
Means Investment Co., Inc.$21.8M132026-06-30
The Clark Group Asset Management$21.6M32026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$21.1M02026-06-30
Cresset Asset Management, LLC$20.6M2122026-06-30
Retirement Management Systems$19.7M52026-06-30
MML Investors Services, LLC$19.1M5,1202026-06-30
Woodard & Co Asset Management Group Inc /adv$18.5M52026-06-30
US Bancorp$18.3M02026-06-30
Jones Financial Companies LLLP$18M02026-06-30
Annex Advisory Services, LLC$17.9M982026-06-30
Tudor Investment Corp Et Al$17.4M02026-06-30
Mercer Global Advisors Inc /adv$17.2M02026-06-30
Arq Wealth Advisors, LLC$16.7M152026-06-30
Creative Planning$16.7M1,1712026-06-30
Private Advisor Group, LLC$16.3M9272026-06-30
Hb Wealth Management, LLC$16.1M1692026-06-30
Stephens Inc /ar$14.8M2432026-06-30
Northwestern Mutual Wealth Management Co$14.7M02026-06-30
Sanctuary Advisors, LLC$14.6M4012026-06-30
Allstreet Capital Advisors LLC$13.6M22026-06-30
Avid Wealth Partners LLC$13.3M72026-06-30
Wealth Enhancement Advisory Services, LLC$13M1,0262026-06-30
James J. Burns & Company, LLC$13M62026-06-30
Amara Financial, Llc.$13M32026-06-30
Crumly & Associates Inc.$12.5M62026-06-30
Howe & Rusling Inc$12.5M102026-06-30
Gateway Wealth Partners, LLC$12.5M1012026-06-30
Quadcap Wealth Management, LLC$11.8M132026-06-30
Modera Wealth Management, LLC$11.8M1352026-06-30
D.A. Davidson & Co.$11.8M6892026-06-30
Capital Planning LLC$11.5M52026-06-30
Wealthfront Advisers LLC$11.4M402026-06-30
Pfg Private Wealth Management, LLC$10.8M62026-06-30
Mayfair Advisory Group, LLC$10.7M42026-06-30
Wealthshield Partners, LLC$10.7M02026-06-30
Gladwyn Financial Advisors, Inc.$10M22026-06-30
Goldman Sachs Group Inc$10M02026-06-30
Fingerlakes Wealth Management, Inc.$10M42026-06-30
Captrust Financial Advisors$9.8M9622026-06-30
Marshall Wace, LLP$9.6M02026-06-30
Capstone Wealth Management Group, LLC$9.3M02026-06-30
Compass Planning Associates Inc$9.1M32026-06-30
Daymark Wealth Partners, LLC$8.4M372026-06-30
The Fiduciary Alliance$8.2M492026-06-30
Fifth Third Bancorp$7.9M02026-06-30
Kestra Private Wealth Services, LLC$7.9M2062026-06-30
Waystone Advisors LLC$7M42026-06-30
Tfb Advisors LLC$6.9M182026-06-30
Veridan Wealth$6.9M42026-06-30
Comerica Bank$6.9M02025-12-31
Planning Directions Inc$6.8M62026-06-30
Atria Investments, Inc$6.7M62026-06-30
Resolute Advisors LLC$6.6M52026-06-30
Hidden Cove Wealth Management$6.5M72026-06-30
Texas Capital Bank Private Wealth Advisors$6.4M552026-06-30
Center for Asset Management, LLC$6.2M22026-06-30
Cornerstone Financial Management LLC$6.1M42026-06-30
Holt Capital Advisors, LLC Dba Holt Capital Partners, LP$5.9M12026-06-30
Calton & Associates, Inc.$5.9M1402026-06-30
Diversify Advisory Services, LLC$5.9M1162026-06-30
Diversify Wealth Management, LLC$5.9M782026-06-30
Phillips Financial Management, LLC$5.8M152026-06-30
Royal Fund Management, LLC$5.7M832026-06-30
Westwood Holdings Group Inc$5.7M02026-06-30
Avant Capital, LLC$5.6M22026-06-30
Milestone Asset Management Group, LLC$5.6M42026-06-30
Principle Wealth$5.4M212026-06-30
Entelevest, LLC$5.3M32026-06-30
Hub Investment Partners, LLC$5.2M1182026-06-30
Mariner, LLC$5.2M02026-06-30
Mutual Advisors, LLC$5.2M1532026-06-30
Wny Asset Management, LLC$5.1M292026-06-30
Wpg Advisers, LLC$5M42026-06-30
Fmr LLC$5M02026-06-30
Wesbanco Investment Department$4.9M12026-06-30
Mgo One Seven LLC$4.9M1182026-06-30
Creative Financial Designs Inc /adv$4.8M02026-06-30
Trademark Financial Management, LLC$4.8M22026-06-30
Concurrent Investment Advisors, LLC$4.7M3492026-06-30
Richard P. Slaughter Associates, Inc.$4.7M142026-06-30
Boyd Wealth Management, LLC$4.7M52026-06-30
Encompass Wealth Advisors, LLC$4.6M42026-06-30
Aqr Capital Management LLC$4.6M12026-06-30
Kintra Wealth, LLC$4.6M472026-06-30
Cva Family Office, LLC$4.6M82026-06-30
Checchi Capital Advisers, LLC$4.6M82026-06-30
Summit Trail Advisors, LLC$4.4M272026-06-30
Pinnacle Bancorp, Inc.$4.4M02026-06-30
Eversource Wealth Advisors, LLC$4.4M772026-06-30
Ameritas Advisory Services, LLC$4.3M5502026-06-30
Silverlake Wealth Management LLC$4.2M92026-06-30
Bsw Wealth Partners$4.2M02026-06-30
Tradition Wealth Management, LLC$4.1M232026-06-30
Gotham Asset Management, LLC$4.1M52026-06-30
Equitable Holdings, Inc.$4.1M02026-06-30
Breakwater Investment Management$4M32026-06-30
MacRo Advisors, Inc.$4M02026-06-30
Lido Advisors, LLC$4M3202026-06-30
United Capital Financial Advisors, LLC$4M1662026-06-30
Zhang Financial LLC$4M202026-06-30
Vanguard Advisers Inc$3.9M2,4692026-06-30
Waterloo Capital, LP$3.9M572026-06-30
&partners$3.9M5552026-06-30
Stirlingshire Investments, Inc.$3.8M282026-06-30
Glass Jacobson Investment Advisors LLC$3.8M102026-06-30
Mai Capital Management$3.8M3082026-06-30
Wealthspire Advisors, LLC$3.8M2372026-06-30
Highpoint Advisor Group LLC$3.8M1142026-06-30
Orion Porfolio Solutions, LLC$3.8M1992026-06-30
Cresta Advisors, Ltd.$3.7M62026-06-30
Independent Financial Group, LLC$3.7M4812026-06-30
Perryman Financial Advisory Inc /ad$3.6M82026-06-30
Vanguard Group Inc$3.6M02025-12-31
Truist Financial Corp$3.6M02026-06-30
Ifrah Financial Services, Inc.$3.5M92026-06-30
Olistico Wealth, LLC$3.5M42026-06-30
Arkadios Wealth Advisors$3.5M2262026-06-30
Mather Group, Llc.$3.5M1102026-06-30
Quantinno Capital Management LP$3.4M02026-06-30
Argent Trust Co$3.3M02026-06-30
Alpha Cubed Investments, LLC$3.3M02025-12-31
Davenport & Co LLC$3.2M3392026-06-30
CIBC Bancorp USA Inc.$3.2M02026-06-30
Maridea Wealth Management$3.2M382026-06-30
Roberts Glore & Co Inc /il$3.1M02026-06-30
Strategic Financial Partners, Ltd.$3.1M52026-06-30
Florida Financial Advisors, LLC$3M8572026-06-30
Choreo, LLC$3M1482026-06-30
Great Valley Advisor Group, LLC$3M2052026-06-30
Grantvest Financial Group LLC$3M52026-06-30
The Ascent Group, LLC$3M202026-06-30
First National Bank of Omaha$2.9M02026-06-30
Allworth Financial, LP$2.8M3172026-06-30
Wealthcare Capital Partners, LLC$2.8M82026-06-30
Two Sigma Investments, LP$2.7M02026-06-30
Pfg Advisors$2.7M832026-06-30
Stonebridge Financial Planning Group, LLC$2.7M52026-06-30
Moneta Group Investment Advisors LLC$2.7M2562026-06-30
Focus Partners Wealth$2.7M1,0482026-06-30
Worth Asset Management$2.7M102026-06-30
Creativeone Wealth, LLC$2.6M2212026-06-30
Horizon Investment Services, Llc.$2.6M72026-06-30
Citadel Advisors LLC$2.6M02026-06-30
J.W. Cole Advisors, Inc.$2.6M4992026-06-30
Simon Quick Advisors, LLC$2.5M402026-06-30
Asset Management Group of Bank of Hawaii$2.5M02026-06-30
Wt Wealth Management$2.5M132026-06-30
Snowden Capital Advisors LLC$2.5M1222026-06-30
Susquehanna International Group, LLP$2.4M02026-06-30
Hilltop Wealth Advisors, LLC$2.4M112026-06-30
Sax Wealth Advisors, LLC$2.4M422026-06-30
Focus Financial$2.4M1212026-06-30
Flagship Wealth Advisors, LLC$2.4M92026-06-30
Blair William & Co/il$2.4M3292026-06-30
Revisor Wealth Management LLC$2.3M92026-06-30
Bank of Montreal /can$2.3M02026-06-30
Ep Wealth Advisors, LLC$2.3M3382026-06-30
Oneascent Wealth Management$2.3M122026-06-30
Silicon Valley Capital Partners$2.2M52026-03-31
Finward Bancorp$2.2M02026-06-30
Vsm Wealth Advisory, LLC$2.2M52026-06-30
Farther Finance Advisors, LLC$2.1M3342026-06-30
Merited Wealth, LLC$2.1M42026-06-30
Dmkc Advisory Services, LLC$2M62026-06-30
Ifg Advisory, LLC$2M1102026-06-30
Northern Trust Corp$1.9M02026-06-30
Harpswell Capital Advisors, LLC$1.9M02026-06-30
Corient Private Wealth LP$1.9M6742026-06-30
Cwm, LLC$1.9M6672026-03-31
M&T Bank Corp$1.9M02026-06-30
Corecap Advisors, LLC$1.9M1182026-06-30
Passumpsic Savings Bank$1.8M02025-12-31
Procyon$1.8M532026-06-30
Seia$1.8M1412026-06-30
CIBC Private Wealth Group LLC$1.8M02025-12-31
Causey Wealth LLC$1.8M42026-06-30
Newedge Advisors$1.8M6012026-06-30
Ballentine Partners, LLC$1.7M902026-06-30
Sowell Financial Services LLC$1.7M1082026-06-30
Summit Financial, LLC$1.7M2292026-06-30
Keeler Thomas Management LLC$1.7M52026-06-30
Bowman & Co S.C.$1.7M02025-12-31
Comprehensive Financial Consultants$1.6M42026-06-30
Rwa Wealth Partners, LLC$1.6M722026-06-30
Global Retirement Partners LLC$1.6M4912026-06-30
Regions Financial Corp$1.6M02026-06-30
Petix & Botte Financial$1.6M32026-06-30
Sigma Planning Corp$1.6M4742026-06-30
Cary Street Partners Financial LLC$1.6M02026-06-30
Renaissance Technologies LLC$1.5M02026-06-30
Silver Oak Securities, Incorporated$1.5M1172026-06-30
High Net Worth Advisory Group LLC$1.4M62026-06-30

The 250 largest of 622 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30