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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 %
WI
301
Westbourne Investments
Virginia
$488K -$12.5K -95 -2%
OAS
302
Optivise Advisory Services
Tennessee
$485K +$58.6K +447 +14%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$478K -$3.15K -24 -0.7%
BMD
304
Better Money Decisions
New Mexico
$477K +$477K +3,636 New
PFA
305
Pillar Financial Advisors
Kentucky
$476K – – –
SPA
306
Sentinel Pension Advisors
Massachusetts
$471K +$48.2K +367 +11%
OC
307
OxenFree Capital
Florida
$469K -$1.97K -15 -0.4%
BCA
308
Bay Capital Advisors
Virginia
$459K – – –
WCM
309
Wealthcare Capital Management
Virginia
$455K -$404K -3,077 -47%
Citadel Advisors
310
Citadel Advisors
Florida
$451K -$290K -2,209 -39%
LWMI
311
Legacy Wealth Management (Idaho)
Idaho
$442K +$334K +2,542 +307%
LIS
312
Legacy Investment Solutions
Idaho
$442K +$442K +3,370 New
Bessemer Group
313
Bessemer Group
New Jersey
$442K – – –
SWP
314
Summit Wealth Partners
Florida
$438K – – –
BWM
315
BCO Wealth Management
New Mexico
$437K – – –
LA
316
LWM Advisors
California
$434K – – –
FFW
317
Fusion Family Wealth
New York
$432K – – –
AT
318
Avalon Trust
New Mexico
$424K – – –
D.E. Shaw & Co
319
D.E. Shaw & Co
New York
$418K +$418K +3,187 New
CCB
320
Country Club Bank
Missouri
$414K -$43.2K -329 -9%
WG
321
Welch Group
Alabama
$413K +$42.6K +325 +12%
BFG
322
Berger Financial Group
Minnesota
$411K -$919 -7 -0.2%
AFA
323
Antonelli Financial Advisors
Michigan
$404K +$404K +3,076 New
DWAM
324
Duncan Williams Asset Management
Tennessee
$394K – – –
SOS
325
Silver Oak Securities
Tennessee
$391K +$20.6K +157 +6%
11 12
13
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