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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
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$772K +$4.3K +29 +0.5%
ORC
302
O'Rourke & Company
Massachusetts
$772K -$144K -969 -15%
HTC
303
Haverford Trust Company
Pennsylvania
$770K
RA
304
RFG Advisory
Alabama
$766K +$783K +5,286 New
MAM
305
Mainsail Asset Management
Alabama
$756K
LC
306
Landaas & Company
Wisconsin
$752K
RPC
307
Rossmore Private Capital
Connecticut
$748K +$581K +3,920 +316%
JIC
308
Johnson Investment Counsel
Ohio
$733K -$58.8K -397 -7%
AWM
309
Accurate Wealth Management
Florida
$725K +$18.4K +124 +3%
WWMSC
310
Wagner Wealth Management (South Carolina)
South Carolina
$709K
IWA
311
Independent Wealth Advisors
North Carolina
$706K +$445 +3 +0.1%
FFA
312
Farther Finance Advisors
California
$705K -$57.6K -389 -7%
CWM
313
Collaborative Wealth Management
Florida
$698K -$12.2K -82 -2%
NWMP
314
Noble Wealth Management PBC
Colorado
$697K -$25.6K -173 -3%
VPIM
315
Vanguard Personalized Indexing Management
California
$696K
VVP
316
Venture Visionary Partners
Ohio
$696K
CAG
317
Csenge Advisory Group
Florida
$692K +$3.41K +23 +0.5%
SIS
318
Strategic Investment Solutions
Illinois
$684K +$4K +27 +0.6%
RFS
319
Richardson Financial Services
Massachusetts
$670K -$593 -4 -0.1%
BFWM
320
Bright Futures Wealth Management
New York
$670K +$22.2K +150 +3%
SPIA
321
Steward Partners Investment Advisory
New York
$666K +$20K +135 +3%
CFP
322
Comprehensive Financial Planning
Pennsylvania
$659K +$3.7K +25 +0.6%
FIA
323
Foundations Investment Advisors
Arizona
$655K +$57.5K +388 +9%
MBWA
324
Marin Bay Wealth Advisors
California
$652K +$666K +4,497 New
Russell Investments Group
325
Russell Investments Group
United Kingdom
$642K +$54.2K +366 +9%

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.