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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
MWM
276
Meridian Wealth Management
Kentucky
$919K -$1.33K -9 -0.1%
KWA
277
Kingswood Wealth Advisors
California
$909K +$929K +6,273 New
FTUS
278
Flow Traders U.S.
New York
$893K +$913K +6,164 New
CPA
279
Cardiff Park Advisors
California
$880K +$111K +749 +14%
HH
280
Hilltop Holdings
Texas
$880K -$11.3K -76 -1%
CWP
281
Cyndeo Wealth Partners
Florida
$859K -$60.3K -407 -6%
FFN
282
Focus Financial Network
Minnesota
$854K +$526K +3,547 +151%
VF
283
Virtu Financial
New York
$844K +$862K +5,820 New
AWM
284
AE Wealth Management
Kansas
$830K +$118K +796 +16%
GIA
285
Gladstone Institutional Advisory
Florida
$829K +$62.5K +422 +8%
WWM
286
Western Wealth Management
Colorado
$828K +$3.56K +24 +0.4%
CGFA
287
Colton Groome Financial Advisors
North Carolina
$827K -$64.7K -437 -7%
GT
288
GreatBanc Trust
Illinois
$822K +$396K +2,675 +89%
MJFG
289
Mars Jewett Financial Group
Washington
$816K +$834K +5,631 New
RMAM
290
Raab & Moskowitz Asset Management
New Jersey
$813K -$8.59K -58 -1%
AA
291
Addison Advisors
Vermont
$808K +$130K +875 +19%
SIM
292
Synergy Investment Management
Florida
$804K
CP
293
Creekside Partners
California
$804K
IAA
294
Independent Advisor Alliance
North Carolina
$800K +$818K +5,523 New
CCMG
295
Clark Capital Management Group
Pennsylvania
$794K +$49.5K +334 +6%
VC
296
Vicus Capital
Pennsylvania
$794K +$4.45K +30 +0.6%
CA
297
Continuum Advisory
Idaho
$790K +$18.2K +123 +2%
WBG
298
Wharton Business Group
Pennsylvania
$784K
TWM
299
TRB Wealth Management
Texas
$776K +$794K +5,357 New
MCM
300
MidAtlantic Capital Management
Virginia
$773K

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.