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Vanguard Mega Cap Value ETF
MGV

Overview Fund Activity

488 hedge funds and large institutions have $6.73B invested in Vanguard Mega Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 177 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+24
Holders Change %
+5.17%
% of All Funds
6.54%
Holding in Top 10
43
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.26%
% of All Funds
0.58%
New
52
Increased
177
Reduced
126
Closed
20
Calls
$276K
Puts
–
Net Calls
+$276K
Net Calls Change
-$4.18M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$103M
2
AssetMark Inc
AssetMark Inc
California
+$49.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$43.7M
4
Bank of America
Bank of America
North Carolina
+$41.9M
5
PWM
Praetorian Wealth Management
California
+$41.5M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$16.3M
2
BDF
Black Diamond Financial
Maryland
-$11.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.81M
4
CP
Capital Planning
Washington
-$6.64M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$4.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Wagner Wealth Management
South Carolina
$642K – – –
VVP
277
Venture Visionary Partners
Ohio
$641K – – –
SIS
278
Strategic Investment Solutions
Illinois
$619K +$591K +4,505 +2,095%
CPA
279
Cardiff Park Advisors
California
$612K – – –
TA
280
Tactive Advisors
Florida
$609K +$609K +4,645 New
RFS
281
Richardson Financial Services
Massachusetts
$591K +$134K +1,008 +29%
SPIA
282
Steward Partners Investment Advisory
New York
$582K -$34.1K -260 -6%
CIAS
283
Capital Investment Advisory Services
North Carolina
$579K -$47.8K -364 -8%
ICP
284
Interchange Capital Partners
Pennsylvania
$579K -$9.84K -75 -2%
WWM
285
Western Wealth Management
Colorado
$564K -$28.2K -215 -5%
AA
286
Addison Advisors
Vermont
$560K +$50.5K +385 +10%
IAIM
287
International Assets Investment Management
Florida
$549K +$213K +1,625 +63%
AGA
288
Arkos Global Advisors
Texas
$547K -$694K -5,289 -56%
CFP
289
Comprehensive Financial Planning
Pennsylvania
$546K +$368K +2,805 +207%
IWM
290
Iams Wealth Management
Nebraska
$538K +$538K +4,102 New
TCWA
291
Turtle Creek Wealth Advisors
Texas
$535K +$535K +4,074 New
Russell Investments Group
292
Russell Investments Group
United Kingdom
$533K +$25.2K +192 +5%
SWP
293
Stratos Wealth Partners
Ohio
$523K -$109K -834 -17%
MWA
294
Martel Wealth Advisors
Washington
$518K – – –
CGFA
295
Colton Groome Financial Advisors
North Carolina
$515K – – –
BB
296
Bell Bank
North Dakota
$515K +$9.18K +70 +2%
PIA
297
Pinion Investment Advisors
Kansas
$504K +$36.1K +275 +8%
ASN
298
Advisory Services Network
Georgia
$499K +$234K +1,789 +88%
LFG
299
Larson Financial Group
Missouri
$497K -$63.5K -484 -11%
CIS
300
Custom Index Systems
New York
$497K -$33.9K -258 -6%
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