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Vanguard Mega Cap Value ETF

567 hedge funds and large institutions have $8.14B invested in Vanguard Mega Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 235 increasing their positions, 146 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 28

109% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.74M

61% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 146

6% more capital invested

Capital invested by funds: $7.68B → $8.14B (+$455M)

5% more funds holding

Funds holding: 542567 (+25)

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

0.58% more ownership

Funds ownership: 71.97%72.55% (+0.58%)

Holders
567
Holders Change
+25
Holders Change %
+4.61%
% of All Funds
6.98%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
0.63%
New
66
Increased
235
Reduced
146
Closed
28
Calls
$3.64M
Puts
$1.74M
Net Calls
+$1.9M
Net Calls Change
+$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$2.26B +$24.6M +166,009 +1%
Bank of America
2
Bank of America
North Carolina
$672M +$17.4M +117,605 +3%
Morgan Stanley
3
Morgan Stanley
New York
$445M +$13M +87,462 +3%
Ameriprise
4
Ameriprise
Minnesota
$330M +$8.41M +56,737 +3%
UBS Group
5
UBS Group
Switzerland
$250M -$10.8M -73,057 -4%
MFG
6
Merit Financial Group
Georgia
$194M +$11.1M +75,129 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$184M -$4.79M -32,357 -2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$168M -$9.29M -62,669 -5%
LPL Financial
9
LPL Financial
California
$157M +$1.52M +10,239 +1%
Wells Fargo
10
Wells Fargo
California
$146M -$19.1K -129 -0%
HighTower Advisors
11
HighTower Advisors
Illinois
$121M -$384K -2,592 -0.3%
Raymond James Financial
12
Raymond James Financial
Florida
$115M +$10.5M +70,985 +10%
BDF
13
Black Diamond Financial
Maryland
$107M -$5.88M -39,685 -5%
VIA
14
Vantagepoint Investment Advisers
District of Columbia
$106M -$4.07M -27,463 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$105M +$8.4M +56,722 +8%
Osaic Holdings
16
Osaic Holdings
Arizona
$101M +$70.9M +478,442 +222%
JP Morgan Chase
17
JP Morgan Chase
New York
$84.5M -$721K -4,865 -0.8%
SFA
18
Sequoia Financial Advisors
Ohio
$79.3M -$2.82M -19,047 -3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$70.2M +$1.55M +10,429 +2%
SIA
20
Strategic Investment Advisors
Michigan
$63M +$15.2M +102,517 +31%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$55.9M -$1.8M -12,144 -3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$55.6M +$3.59M +24,222 +7%
PWM
23
Praetorian Wealth Management
California
$55M +$2.88M +19,438 +6%
KAS
24
Kestra Advisory Services
Texas
$54.3M +$4.89M +32,976 +10%
PCG
25
Prosperity Consulting Group
Maryland
$54.1M +$537K +3,621 +1%

MGV Hedge Fund Activity: Q1 2026 in Review

567 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mega Cap Value ETF (MGV) for Q1 2026, worth a combined $8.14B — up 5.9% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MGV positions and 28 closed out — a net gain of 38 holders — while 235 added to existing stakes and 146 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $70.9M. The largest seller was SteelPeak Wealth, exiting entirely with an estimated $43M sold.

  • 567 institutional investors held Vanguard Mega Cap Value ETF (MGV) as of Q1 2026, up from 542 in Q4 2025.
  • Funds reported $8.14B of Vanguard Mega Cap Value ETF stock for Q1 2026, up 5.9% quarter-over-quarter.
  • 66 funds opened new Vanguard Mega Cap Value ETF positions in Q1 2026 and 28 closed out, a net change of +38 holders.
  • The largest Vanguard Mega Cap Value ETF buyer in Q1 2026 was Osaic Holdings, an estimated $70.9M added.
  • The largest Vanguard Mega Cap Value ETF seller in Q1 2026 was SteelPeak Wealth, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2026.