We are live on ! Find out more
MGV icon

Vanguard Mega Cap Value ETF

469 hedge funds and large institutions have $6.12B invested in Vanguard Mega Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 174 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,384% more call options, than puts

Call options by funds: $4.78M | Put options by funds: $322K

88% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 32

24% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 140

11% more funds holding in top 10

Funds holding in top 10: 3539 (+4)

4% more funds holding

Funds holding: 452469 (+17)

0.77% less ownership

Funds ownership: 70.46%69.69% (-0.77%)

8% less capital invested

Capital invested by funds: $6.65B → $6.12B (-$524M)

Holders
469
Holders Change
+17
Holders Change %
+3.76%
% of All Funds
6.29%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.52%
New
60
Increased
174
Reduced
140
Closed
32
Calls
$4.78M
Puts
$322K
Net Calls
+$4.46M
Net Calls Change
+$4.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
276
Western Wealth Management
Colorado
$581K +$59K +456 +11%
ICP
277
Interchange Capital Partners
Pennsylvania
$578K +$8.66K +67 +2%
LFG
278
Larson Financial Group
Missouri
$551K +$553K +4,275 New
CA
279
Crewe Advisors
Utah
$550K
ATC
280
Argent Trust Co
Tennessee
$535K +$537K +4,153 New
CIS
281
Custom Index Systems
New York
$521K +$523K +4,043 New
MWA
282
Martel Wealth Advisors
Washington
$508K +$2.71K +21 +0.5%
AA
283
Addison Advisors
Vermont
$500K -$17.5K -135 -3%
Russell Investments Group
284
Russell Investments Group
United Kingdom
$499K -$3.75K -29 -0.7%
BB
285
Bell Bank
North Dakota
$496K
WI
286
Westbourne Investments
Virginia
$491K
CGFA
287
Colton Groome Financial Advisors
North Carolina
$486K -$81.7K -632 -14%
AQR Capital Management
288
AQR Capital Management
Connecticut
$485K -$10.2K -79 -2%
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$472K -$647 -5 -0.1%
UAG
290
United Advisor Group
Ohio
$472K +$473K +3,660 New
PFA
291
Pillar Financial Advisors
Kentucky
$468K
PIA
292
Pinion Investment Advisors
Kansas
$460K -$19.7K -152 -4%
BCA
293
Bay Capital Advisors
Virginia
$451K
RFS
294
Richardson Financial Services
Massachusetts
$445K +$41.6K +322 +10%
CCB
295
Country Club Bank
Missouri
$444K -$12.4K -96 -3%
BCM
296
Brookstone Capital Management
Illinois
$441K -$70.5K -545 -14%
Bessemer Group
297
Bessemer Group
New Jersey
$434K
SF
298
Synovus Financial
Georgia
$432K +$50.9K +394 +13%
SWP
299
Summit Wealth Partners
Florida
$431K -$79.1K -612 -15%
BWM
300
BCO Wealth Management
New Mexico
$429K -$106K -822 -20%