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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
AllianceBernstein
226
AllianceBernstein
Tennessee
$1.56M +$1.05M +7,094 +181%
BP
227
Ballentine Partners
Massachusetts
$1.55M
WWM
228
WT Wealth Management
Arizona
$1.55M +$1.58M +10,670 New
HCA
229
Harpswell Capital Advisors
Maine
$1.54M +$121K +819 +8%
Corient Private Wealth
230
Corient Private Wealth
Florida
$1.53M -$1.56M -10,530 -44%
KPWS
231
Kestra Private Wealth Services
Texas
$1.51M -$211K -1,426 -12%
CA
232
CoreCap Advisors
Michigan
$1.5M +$127K +856 +9%
SPC
233
Sigma Planning Corp
Michigan
$1.43M -$789K -5,328 -35%
RWP
234
RWA Wealth Partners
Massachusetts
$1.42M +$23.9K +161 +2%
RFC
235
Regions Financial Corp
Alabama
$1.41M
PBF
236
Petix & Botte Financial
California
$1.41M -$719K -4,850 -50%
CSP
237
Cary Street Partners
Virginia
$1.38M -$10.2K -69 -0.7%
CPC
238
CFC Planning Company
Indiana
$1.34M +$226K +1,522 +20%
NA
239
NewEdge Advisors
Louisiana
$1.33M -$466K -3,146 -26%
SF
240
Summit Financial
New Jersey
$1.29M -$86.4K -583 -6%
HNWAG
241
High Net Worth Advisory Group
Florida
$1.28M
OAJ
242
Ogorek Anthony Joseph
New York
$1.25M -$677K -4,567 -35%
SIC
243
Salem Investment Counselors
North Carolina
$1.21M +$449K +3,033 +57%
UBS AM
244
UBS AM
Illinois
$1.21M +$993K +6,702 +407%
OPWM
245
Oxinas Partners Wealth Management
Indiana
$1.18M +$115K +774 +11%
BFAG
246
Blackston Financial Advisory Group
Florida
$1.18M -$35.9K -242 -3%
SCM
247
SCS Capital Management
Massachusetts
$1.16M +$6.52K +44 +0.6%
YIH
248
Y-Intercept (HK)
Hong Kong
$1.16M +$716K +4,835 +153%
WIA
249
World Investment Advisors
California
$1.15M +$41K +277 +4%
Jane Street
250
Jane Street
New York
$1.14M +$1.16M +7,860 New

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.