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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
M&T Bank
251
M&T Bank
New York
$1.12M
VWA
252
Visionary Wealth Advisors
Illinois
$1.1M +$34.5K +233 +3%
AP
253
Americana Partners
Texas
$1.1M
MA
254
MONECO Advisors
Connecticut
$1.1M -$893K -6,026 -44%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$1.07M -$120K -808 -10%
PWG
256
Private Wealth Group
Florida
$1.07M
CA
257
Crane Advisory
California
$1.06M
LFAS
258
Level Four Advisory Services
Texas
$1.06M -$331K -2,236 -23%
Koshinski Asset Management
259
Koshinski Asset Management
Illinois
$1.05M +$1.33K +9 +0.1%
AIA
260
Arcadia Investment Advisors
Idaho
$1.04M -$1.82M -12,279 -63%
FWA
261
Flagship Wealth Advisors
Massachusetts
$1.04M -$874K -5,897 -43%
CGA
262
Crescent Grove Advisors
Illinois
$1.02M
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$1.02M +$165K +1,111 +19%
USCWA
264
U.S. Capital Wealth Advisors
Texas
$1.02M +$4.45K +30 +0.4%
HI
265
Hudock Inc
Pennsylvania
$1.01M +$20.7K +140 +2%
CCWM
266
Cassaday & Co Wealth Management
Virginia
$1.01M -$55.7K -376 -5%
IA
267
IFP Advisors
Florida
$1.01M +$85.5K +577 +9%
ONB
268
Old National Bancorp
Indiana
$984K
CFG
269
Cornerstone Financial Group
Nebraska
$981K -$85.2K -575 -8%
WCM
270
Wealthcare Capital Management
Virginia
$978K +$6.08K +41 +0.6%
LWMI
271
Legacy Wealth Management (Idaho)
Idaho
$977K +$20.4K +138 +2%
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$944K +$39.6K +267 +4%
SG
273
StoneX Group
New York
$942K -$33.3K -225 -3%
FNA
274
First National Advisers
Nebraska
$936K
SW
275
Simplicity Wealth
New Jersey
$931K +$442K +2,981 +87%

MGV Hedge Fund Activity: Q1 2026 in Review

567 of the 8,127 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.