MGV icon

Vanguard Mega Cap Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SB
301
Strategic Blueprint
Georgia
$422K
GWM
302
Geneos Wealth Management
Colorado
$420K +$251K +1,950 +149%
OAS
303
Optivise Advisory Services
Tennessee
$419K +$8.89K +69 +2%
AT
304
Avalon Trust
New Mexico
$417K
SPA
305
Sentinel Pension Advisors
Massachusetts
$416K +$416K +3,225 New
LA
306
LWM Advisors
California
$411K -$15.6K -125 -4%
BFG
307
Berger Financial Group
Minnesota
$404K -$3.87K -30 -0.9%
DWAM
308
Duncan Williams Asset Management
Tennessee
$387K
MSFS
309
Main Street Financial Solutions
Pennsylvania
$383K +$383K +2,975 New
RLWM
310
RF&L Wealth Management
Massachusetts
$376K
CJ
311
Caitlin John
Michigan
$372K -$773 -6 -0.2%
SPW
312
Sonoma Private Wealth
California
$369K -$2.58K -20 -0.7%
RWM
313
Ritholtz Wealth Management
New York
$369K
RIS
314
Retirement Income Solutions
Michigan
$369K
PWMG
315
Prestige Wealth Management Group
New Jersey
$364K
SOS
316
Silver Oak Securities
Tennessee
$360K +$12.9K +101 +4%
WG
317
Welch Group
Alabama
$359K +$359K +2,822 New
AR
318
Apeiron RIA
Texas
$358K
ST
319
Spinnaker Trust
Maine
$352K -$19.3K -150 -5%
EFS
320
Essex Financial Services
Connecticut
$350K +$112K +871 +47%
FA
321
Financial Alternatives
California
$348K
HIP
322
HUB Investment Partners
Texas
$347K -$1.55K -12 -0.4%
Betterment LLC
323
Betterment LLC
New York
$340K -$14.4K -112 -4%
PA
324
Parallel Advisors
California
$337K
IRAG
325
Investment Research & Advisory Group
Georgia
$335K +$335K +2,603 New