Vanguard Morningstar Mega Cap Value ETF
607 hedge funds and large institutions have $9.6B invested in Vanguard Morningstar Mega Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 221 increasing their positions, 178 reducing their positions, and 33 closing their positions.
289% more capital inflows, than outflows
Capital inflows: $520M | Capital outflows: $134M
115% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 33
24% more repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 178
6% more funds holding
Funds holding: 575 → 607 (+32)
1.03% more ownership
Funds ownership: 72.58% → 73.61% (+1%)
2% less funds holding in top 10
Funds holding in top 10: 51 → 50 (-1)
82% less call options, than puts
Call options by funds: $654K | Put options by funds: $3.73M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merit Financial Group
Alpharetta,
Georgia
|
+$49M |
| 2 |
MJFG
Mars Jewett Financial Group
Bellevue,
Washington
|
+$47.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$38.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.2M |
| 5 |
Savant Capital
Rockford,
Illinois
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$18.3M |
| 2 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$9.5M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$8.54M |
| 4 |
D.A. Davidson & Co
Great Falls,
Montana
|
-$7.37M |
| 5 |
QFA
Quattro Financial Advisors
The Woodlands,
Texas
|
-$6.21M |
MGV Hedge Fund Activity: Q2 2026 in Review
607 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Value ETF (MGV) for Q2 2026, worth a combined $9.6B — up 17% from $8.14B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new MGV positions and 33 closed out — a net gain of 38 holders — while 221 added to existing stakes and 178 trimmed.
The largest buyer was Merit Financial Group, adding an estimated $49M. The largest seller was Kickstand Ventures, cutting an estimated $18.3M.
- 607 institutional investors held Vanguard Morningstar Mega Cap Value ETF (MGV) as of Q2 2026, up from 575 in Q1 2026.
- Funds reported $9.6B of Vanguard Morningstar Mega Cap Value ETF stock for Q2 2026, up 17% quarter-over-quarter.
- 71 funds opened new Vanguard Morningstar Mega Cap Value ETF positions in Q2 2026 and 33 closed out, a net change of +38 holders.
- The largest Vanguard Morningstar Mega Cap Value ETF buyer in Q2 2026 was Merit Financial Group, an estimated $49M added.
- The largest Vanguard Morningstar Mega Cap Value ETF seller in Q2 2026 was Kickstand Ventures, an estimated $18.3M sold.
Based on aggregated 13F filings for Q2 2026.