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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

483 hedge funds and large institutions have $6.72B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 124 reducing their positions, and 20 closing their positions.

Holders
483
Holders Change
+19
Holders Change %
+4.09%
% of All Funds
6.49%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
51
Increased
176
Reduced
124
Closed
20
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
-$4.18M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$125M
2
AssetMark Inc
2
AssetMark Inc
California
$1.99B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.9M
4
Bank of America
4
Bank of America
North Carolina
$575M
5
PWM
5
Praetorian Wealth Management
California
$41.5M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$3.29M
2
BDF
2
Black Diamond Financial
Maryland
$78.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$173M
4
CP
4
Capital Planning
Washington
$7.78M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$161M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$1.99B 15,182,180 +377,584 +3%
Bank of America
2
Bank of America
North Carolina
$575M 4,384,642 +319,194 +8%
Morgan Stanley
3
Morgan Stanley
New York
$401M 3,059,983 +170,805 +6%
Ameriprise
4
Ameriprise
Minnesota
$229M 1,743,113 +42,570 +3%
UBS Group
5
UBS Group
Switzerland
$222M 1,690,061 +6,514 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M 1,319,738 -67,140 -5%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$161M 1,223,802 -32,777 -3%
LPL Financial
8
LPL Financial
California
$128M 978,647 +1,699 +0.2%
Wells Fargo
9
Wells Fargo
California
$126M 957,879 +247,084 +35%
Osaic Holdings
10
Osaic Holdings
Arizona
$125M 970,184 +802,998 +480%
HighTower Advisors
11
HighTower Advisors
Illinois
$116M 881,650 +169,080 +24%
Raymond James Financial
12
Raymond James Financial
Florida
$112M 855,215 +193,776 +29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$92.4M 704,352 +30,937 +5%
MFG
14
Merit Financial Group
Georgia
$83.9M 639,168 +50,431 +9%
SFA
15
Sequoia Financial Advisors
Ohio
$80.7M 615,210 -816 -0.1%
BDF
16
Black Diamond Financial
Maryland
$78.7M 600,060 -84,349 -12%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$66.9M 510,051 +333,098 +188%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$62.1M 473,602 -14,935 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$60.3M 459,429 +20,726 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$54M 411,955 +18,766 +5%
PIA
21
Petredis Investment Advisors
Pennsylvania
$47.6M 363,074 +9,665 +3%
KAS
22
Kestra Advisory Services
Texas
$42.8M 326,378 +17,677 +6%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$42.6M 324,804 +5,927 +2%
Stifel Financial
24
Stifel Financial
Missouri
$41.9M 319,531 -5,986 -2%
PWM
25
Praetorian Wealth Management
California
$41.5M 316,435 +316,435 New
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