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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

464 hedge funds and large institutions have $6.11B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+14
Holders Change %
+3.11%
% of All Funds
6.3%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.53%
New
59
Increased
172
Reduced
138
Closed
31
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$60.2M
2
PFA
Pure Financial Advisors
California
+$36.4M
3
HighTower Advisors
HighTower Advisors
Illinois
+$31.2M
4
Bank of America
Bank of America
North Carolina
+$25.2M
5
Wells Fargo
Wells Fargo
California
+$13.1M

Top Sellers

1
MIC
Means Investment Company
Maine
-$43M
2
CW
Curio Wealth
Maryland
-$33.4M
3
Osaic Holdings
Osaic Holdings
Arizona
-$24M
4
ONB
Old National Bancorp
Indiana
-$18.2M
5
UBS Group
UBS Group
Switzerland
-$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
251
Vicus Capital
Pennsylvania
$691K -$63K -489 -8%
MCM
252
MidAtlantic Capital Management
Virginia
$687K – – –
HTC
253
Haverford Trust Company
Pennsylvania
$685K – – –
CFG
254
Cornerstone Financial Group
Nebraska
$677K +$68.9K +542 +11%
MOS
255
MGO One Seven
Ohio
$677K -$128K -992 -16%
MAM
256
Mainsail Asset Management
Alabama
$674K – – –
CCFM
257
Clear Creek Financial Management
Washington
$673K +$204K +1,585 +44%
GIA
258
Gladstone Institutional Advisory
Florida
$668K -$8.89K -69 -1%
KFGK
259
Keystone Financial Group (Kentucky)
Kentucky
$665K -$50.4K -391 -7%
VPIM
260
Vanguard Personalized Indexing Management
California
$644K +$386K +2,999 +150%
AWA
261
Arkadios Wealth Advisors
Georgia
$642K +$14.9K +116 +2%
FNA
262
First National Advisers
Nebraska
$639K +$12.9K +100 +2%
WWM
263
Wagner Wealth Management
South Carolina
$631K +$631K +4,894 New
VVP
264
Venture Visionary Partners
Ohio
$630K – – –
SWP
265
Stratos Wealth Partners
Ohio
$621K +$71.9K +558 +13%
GFG
266
Goldstone Financial Group
Illinois
$617K -$93.5K -726 -13%
CA
267
Continuum Advisory
Idaho
$617K +$149K +1,157 +32%
CIAS
268
Capital Investment Advisory Services
North Carolina
$616K +$616K +4,780 New
LC
269
Landaas & Company
Wisconsin
$610K – – –
PCIA
270
Prime Capital Investment Advisors
Kansas
$609K +$609K +4,726 New
SPIA
271
Steward Partners Investment Advisory
New York
$605K +$350K +2,713 +137%
CPA
272
Cardiff Park Advisors
California
$601K +$1.55K +12 +0.3%
WWM
273
Western Wealth Management
Colorado
$581K +$58.8K +456 +11%
ICP
274
Interchange Capital Partners
Pennsylvania
$578K +$8.63K +67 +2%
LFG
275
Larson Financial Group
Missouri
$551K +$551K +4,275 New
9 10
11
12 13